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Valley National Advisers’s Blackstone Mortgage Trust BXMT Stock Holding History

Valley National Advisers’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 		$8.47K Hold
500
– – ﹤0.01% 650
2026
Q1 		$9K Hold
500
– – ﹤0.01% 617
2025
Q4 		$9K Hold
500
– – ﹤0.01% 621
2025
Q3 		$9K Buy
+500
New +$9.65K ﹤0.01% 573
2019
Q1 		– Hold
0
– – – 528

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

Valley National Advisers's BXMT Position: Q2 2026 in Review

Valley National Advisers held its Blackstone Mortgage Trust (BXMT) position steady in Q2 2026 at 500 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Valley National Advisers first reported a position in BXMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $9K in Q1 2026. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Valley National Advisers held 500 shares of Blackstone Mortgage Trust worth $8.47K as of Q2 2026.
  • Valley National Advisers left its Blackstone Mortgage Trust share count unchanged in Q2 2026.
  • Blackstone Mortgage Trust made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #650 holding.
  • Valley National Advisers first reported a position in Blackstone Mortgage Trust in Q3 2025 and has held it in 4 quarters since.
  • Valley National Advisers's Blackstone Mortgage Trust position peaked at $9K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.