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SOA Wealth Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

SOA Wealth Advisors’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 		$7.72K Buy
455
+10
+2% +$187 ﹤0.01% 648
2026
Q1 		$8.52K Buy
445
+11
+3% +$212 ﹤0.01% 609
2025
Q4 		$8.31K Buy
434
+10
+2% +$190 ﹤0.01% 616
2025
Q3 		$7.8K Buy
424
+10
+2% +$193 ﹤0.01% 637
2025
Q2 		$7.97K Buy
414
+10
+2% +$190 ﹤0.01% 621
2025
Q1 		$8.07K Buy
404
+10
+3% +$193 ﹤0.01% 582
2024
Q4 		$6.85K Buy
394
+10
+3% +$185 ﹤0.01% 591
2024
Q3 		$7.29K Buy
384
+12
+3% +$220 ﹤0.01% 570
2024
Q2 		$6.47K Buy
372
+13
+4% +$235 ﹤0.01% 581
2024
Q1 		$7.16K Buy
359
+10
+3% +$201 ﹤0.01% 579
2023
Q4 		$7.42K Buy
349
+10
+3% +$216 ﹤0.01% 561
2023
Q3 		$7.38K Buy
339
+9
+3% +$200 ﹤0.01% 564
2023
Q2 		$6.87K Buy
330
+11
+3% +$202 ﹤0.01% 575
2023
Q1 		$5.69K Buy
319
+9
+3% +$192 ﹤0.01% 601
2022
Q4 		$6.57K Buy
310
+8
+3% +$189 ﹤0.01% 576
2022
Q3 		$7K Buy
302
+7
+2% +$203 ﹤0.01% 553
2022
Q2 		$8K Buy
295
+5
+2% +$151 ﹤0.01% 519
2022
Q1 		$9K Buy
290
+6
+2% +$188 ﹤0.01% 601
2021
Q4 		$8K Buy
284
+5
+2% +$159 ﹤0.01% 596
2021
Q3 		$8K Buy
279
+5
+2% +$159 ﹤0.01% 620
2021
Q2 		$8K Buy
274
+6
+2% +$193 ﹤0.01% 605
2021
Q1 		$8K Hold
268
– – ﹤0.01% 539
2020
Q4 		$7K Buy
+268
New +$6.76K ﹤0.01% 558

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

SOA Wealth Advisors's BXMT Position: Q2 2026 in Review

SOA Wealth Advisors increased its Blackstone Mortgage Trust (BXMT) stake by 2.2% in Q2 2026, buying an estimated $187 and bringing the position to 455 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

SOA Wealth Advisors first reported a position in BXMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $9K in Q1 2022. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • SOA Wealth Advisors held 455 shares of Blackstone Mortgage Trust worth $7.72K as of Q2 2026.
  • SOA Wealth Advisors bought 10 Blackstone Mortgage Trust shares in Q2 2026, an estimated $187.
  • Blackstone Mortgage Trust made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #648 holding.
  • SOA Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Blackstone Mortgage Trust position peaked at $9K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.