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Root Financial Partners’s Blackstone Mortgage Trust BXMT Stock Holding History

Root Financial Partners’s Portfolio BXMT Stock Details BXMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,080
Closed -$20.7K – 837
2026
Q1 		$20.7K Hold
1,080
– – ﹤0.01% 1312
2025
Q4 		$20.7K Hold
1,080
– – ﹤0.01% 1174
2025
Q3 		$19.9K Buy
+1,080
New +$20.8K ﹤0.01% 1122

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's BXMT Position: Q2 2026 in Review

Root Financial Partners sold out of Blackstone Mortgage Trust (BXMT) in Q2 2026, closing a stake of 1,080 shares — an estimated $20.7K sold.

Root Financial Partners first reported a position in BXMT in Q3 2025 and held it in 3 quarters. The position peaked at $20.7K in Q1 2026. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Root Financial Partners reported no remaining Blackstone Mortgage Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,080 Blackstone Mortgage Trust shares in Q2 2026, an estimated $20.7K.
  • Root Financial Partners first reported a position in Blackstone Mortgage Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Blackstone Mortgage Trust position peaked at $20.7K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.