True Wealth Design’s Blackstone Mortgage Trust BXMT Stock Holding History

True Wealth Design’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 Q3	$3.47K	Buy	+303	New	+$4.46K	﹤0.01%	1474

Other funds holding BXMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GFS Advisors Houston, Texas $933M AUM 29.26% 1-Year Est. Return

True Wealth Design's BXMT Position: Q3 2026 in Review

True Wealth Design opened a new position in Blackstone Mortgage Trust (BXMT) in Q3 2026: 303 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #1474 among its holdings.

192 funds tracked by Wall St. Rank hold BXMT as of Q3 2026.

True Wealth Design held 303 shares of Blackstone Mortgage Trust worth $3.47K as of Q3 2026.
Blackstone Mortgage Trust was a new True Wealth Design position in Q3 2026.
Blackstone Mortgage Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1474 holding.
192 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.