Pacific Capital Wealth Advisors, Inc. → BXMT

Pacific Capital Wealth Advisors, Inc. BXMT Position History

Blackstone Mortgage Trust, Inc. • Real Estate

Quarters held

Latest value

$229K

Q3 2026

Peak value

$229K

First seen

Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

Quarter	Value	Shares	% Portfolio	Change
Q3 2026	$229K	20.0K	—	—

Other funds holding BXMT

PIPER SANDLER & CO.

$7.1B

BlackRock Finance, Inc.

$373.4M

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$192.8M

$177.8M

$177.6M

$172M

$169.1M

$165.6M

Other Pacific Capital Wealth Advisors, Inc. positions

SPY

STATE STR SPDR S&P 500 ETF T

$214.9M

SPY

STATE STR SPDR S&P 500 ETF T

$209.4M

SPY

SPDR S&P 500 ETF TR

$186.8M

SPY

SPDR S&P 500 ETF TR

$184.1M

SPY

STATE STR SPDR S&P 500 ETF T

$182.2M

VGES

VANGUARD BD INDEX FDS

$88.3M

VGES

VANGUARD BD INDEX FDS

$81.2M

QQQ

INVESCO QQQ TR

$80.3M