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Strategic Wealth Partners’s Blackstone Mortgage Trust BXMT Stock Holding History

Strategic Wealth 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 		$33.1K Sell
1,950
-4,353
-69% -$81.3K ﹤0.01% 626
2026
Q1 		$121K Sell
6,303
-20,417
-76% -$394K 0.01% 366
2025
Q4 		$511K Hold
26,720
– – 0.04% 203
2025
Q3 		$492K Buy
26,720
+250
+0.9% +$4.82K 0.04% 232
2025
Q2 		$510K Buy
+26,470
New +$502K 0.04% 209
2024
Q4 		$545K Buy
+27,420
New +$507K 0.05% 200

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

Strategic Wealth Partners's BXMT Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Blackstone Mortgage Trust (BXMT) stake by 69% in Q2 2026, selling an estimated $81.3K and leaving 1,950 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Strategic Wealth Partners first reported a position in BXMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $545K in Q4 2024. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Strategic Wealth Partners held 1,950 shares of Blackstone Mortgage Trust worth $33.1K as of Q2 2026.
  • Strategic Wealth Partners sold 4,353 Blackstone Mortgage Trust shares in Q2 2026, an estimated $81.3K.
  • Blackstone Mortgage Trust made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #626 holding.
  • Strategic Wealth Partners first reported a position in Blackstone Mortgage Trust in Q4 2024 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Blackstone Mortgage Trust position peaked at $545K in Q4 2024.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.