Tanglewood Legacy Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Tanglewood Legacy 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	$6.78K	Hold	400	–	–	﹤0.01%	248
2026 Q1	$7.66K	Hold	400	–	–	﹤0.01%	234
2025 Q4	$7.65K	Hold	400	–	–	﹤0.01%	231
2025 Q3	$7.36K	Hold	400	–	–	﹤0.01%	242
2025 Q2	$7.7K	Hold	400	–	–	﹤0.01%	251
2025 Q1	$8K	Hold	400	–	–	﹤0.01%	253
2024 Q4	$6.96K	Hold	400	–	–	﹤0.01%	263
2024 Q3	$7.6K	Hold	400	–	–	﹤0.01%	245
2024 Q2	$6.97K	Hold	400	–	–	﹤0.01%	247
2024 Q1	$7.96K	Hold	400	–	–	﹤0.01%	255
2023 Q4	$8.51K	Hold	400	–	–	﹤0.01%	247
2023 Q3	$8.7K	Hold	400	–	–	0.01%	252
2023 Q2	$8.32K	Hold	400	–	–	﹤0.01%	254
2023 Q1	$7.14K	Buy	+400	New	+$8.53K	﹤0.01%	250

Other funds holding BXMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tanglewood Legacy Advisors's BXMT Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Blackstone Mortgage Trust (BXMT) position steady in Q2 2026 at 400 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Tanglewood Legacy Advisors first reported a position in BXMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.7K in Q3 2023. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Tanglewood Legacy Advisors held 400 shares of Blackstone Mortgage Trust worth $6.78K as of Q2 2026.
Tanglewood Legacy Advisors left its Blackstone Mortgage Trust share count unchanged in Q2 2026.
Blackstone Mortgage Trust made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #248 holding.
Tanglewood Legacy Advisors first reported a position in Blackstone Mortgage Trust in Q1 2023 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Blackstone Mortgage Trust position peaked at $8.7K in Q3 2023.
347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.