Action Point Financial Planning’s Franklin BSP Realty Trust FBRT Stock Holding History

Action Point Financial Planning’s Portfolio FBRT Stock Details FBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.3K	Buy	+1,880	New	+$16.3K	﹤0.01%	1255

Other funds holding FBRT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Action Point Financial Planning's FBRT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2026: 1,880 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #1255 among its holdings.

242 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Action Point Financial Planning held 1,880 shares of Franklin BSP Realty Trust worth $15.3K as of Q2 2026.
Franklin BSP Realty Trust was a new Action Point Financial Planning position in Q2 2026.
Franklin BSP Realty Trust made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1255 holding.
242 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.