AB
FBRT

Amalgamated Bank’s Franklin BSP Realty Trust FBRT Stock Holding History

Amalgamated Bank’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 		$168K Sell
20,694
-2,797
-12% -$24.3K ﹤0.01% 1599
2026
Q1 		$199K Sell
23,491
-473
-2% -$4.5K ﹤0.01% 1564
2025
Q4 		$240K Sell
23,964
-355
-1% -$3.71K ﹤0.01% 1521
2025
Q3 		$264K Buy
24,319
+811
+3% +$8.94K ﹤0.01% 1498
2025
Q2 		$251K Sell
23,508
-275
-1% -$3.09K ﹤0.01% 1494
2025
Q1 		$303K Sell
23,783
-331
-1% -$4.27K ﹤0.01% 1425
2024
Q4 		$302K Sell
24,114
-218
-0.9% -$2.82K ﹤0.01% 1465
2024
Q3 		$318K Sell
24,332
-730
-3% -$9.58K ﹤0.01% 1458
2024
Q2 		$316K Sell
25,062
-86
-0.3% -$1.09K ﹤0.01% 1457
2024
Q1 		$336K Sell
25,148
-4,657
-16% -$60.8K ﹤0.01% 1449
2023
Q4 		$403K Sell
29,805
-2,345
-7% -$30.9K ﹤0.01% 1521
2023
Q3 		$426K Sell
32,150
-1,089
-3% -$15.2K ﹤0.01% 1485
2023
Q2 		$471K Sell
33,239
-1,354
-4% -$17.9K ﹤0.01% 1467
2023
Q1 		$413K Sell
34,593
-2,966
-8% -$39.7K ﹤0.01% 1503
2022
Q4 		$485K Sell
37,559
-409
-1% -$5.47K ﹤0.01% 1478
2022
Q3 		$409K Buy
37,968
+286
+0.8% +$3.93K ﹤0.01% 1527
2022
Q2 		$508K Buy
37,682
+19,061
+102% +$271K ﹤0.01% 1457
2022
Q1 		$260K Sell
18,621
-733
-4% -$10K ﹤0.01% 1826
2021
Q4 		$289K Buy
+19,354
New +$313K ﹤0.01% 1840

Other funds holding FBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Amalgamated Bank's FBRT Position: Q2 2026 in Review

Amalgamated Bank reduced its Franklin BSP Realty Trust (FBRT) stake by 12% in Q2 2026, selling an estimated $24.3K and leaving 20,694 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Amalgamated Bank first reported a position in FBRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $508K in Q2 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Amalgamated Bank held 20,694 shares of Franklin BSP Realty Trust worth $168K as of Q2 2026.
  • Amalgamated Bank sold 2,797 Franklin BSP Realty Trust shares in Q2 2026, an estimated $24.3K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1599 holding.
  • Amalgamated Bank first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Amalgamated Bank's Franklin BSP Realty Trust position peaked at $508K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.