James T. Borello RIA’s Blackstone Mortgage Trust BXMT Stock Holding History

James T. Borello RIA’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	$5.72K	Hold	500	–	–	﹤0.01%	749
2026 Q2	$8.47K	Hold	500	–	–	﹤0.01%	641
2026 Q1	$9.57K	Hold	500	–	–	﹤0.01%	578
2025 Q4	$9.56K	Hold	500	–	–	﹤0.01%	427
2025 Q3	$9.21K	Hold	500	–	–	﹤0.01%	321
2025 Q2	$9.63K	Hold	500	–	–	﹤0.01%	210
2025 Q1	$10K	Buy	+500	New	+$9.67K	﹤0.01%	170

Other funds holding BXMT

DFG

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KCM

Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

James T. Borello RIA's BXMT Position: Q3 2026 in Review

James T. Borello RIA held its Blackstone Mortgage Trust (BXMT) position steady in Q3 2026 at 500 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

James T. Borello RIA first reported a position in BXMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $10K in Q1 2025. 31 funds tracked by Wall St. Rank hold BXMT as of Q3 2026.

James T. Borello RIA held 500 shares of Blackstone Mortgage Trust worth $5.72K as of Q3 2026.
James T. Borello RIA left its Blackstone Mortgage Trust share count unchanged in Q3 2026.
Blackstone Mortgage Trust made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #749 holding.
James T. Borello RIA first reported a position in Blackstone Mortgage Trust in Q1 2025 and has held it in 7 quarters since.
James T. Borello RIA's Blackstone Mortgage Trust position peaked at $10K in Q1 2025.
31 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.