CWP
FBRT

Cyndeo Wealth Partners’s Franklin BSP Realty Trust FBRT Stock Holding History

Cyndeo Wealth Partners’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 Buy
+20,699
New +$180K 0.01% 504

Other funds holding FBRT

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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

Cyndeo Wealth Partners's FBRT Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2026: 20,699 shares worth $168K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings.

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

  • Cyndeo Wealth Partners held 20,699 shares of Franklin BSP Realty Trust worth $168K as of Q2 2026.
  • Franklin BSP Realty Trust was a new Cyndeo Wealth Partners position in Q2 2026.
  • Franklin BSP Realty Trust made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #504 holding.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.