EverSource Wealth Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

EverSource Wealth Advisors’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	$41	Sell	5 -19	-79%	-$165	﹤0.01%	4350
2026 Q1	$204	Sell	24 -50	-68%	-$476	﹤0.01%	4197
2025 Q4	$742	Buy	74 +51	+222%	+$532	﹤0.01%	3784
2025 Q3	$250	Sell	23 -629	-96%	-$6.93K	﹤0.01%	4069
2025 Q2	$6.97K	Buy	652 +96	+17%	+$1.08K	﹤0.01%	3013
2025 Q1	$7.08K	Buy	556 +453	+440%	+$5.85K	﹤0.01%	2314
2024 Q4	$1.29K	Sell	103 -588	-85%	-$7.6K	﹤0.01%	2883
2024 Q3	$9.02K	Hold	691	–	–	﹤0.01%	1926
2024 Q2	$9.56K	Hold	691	–	–	﹤0.01%	1884
2024 Q1	$8.63K	Hold	691	–	–	﹤0.01%	1771
2023 Q4	$9.34K	Hold	691	–	–	﹤0.01%	1579
2023 Q3	$9.15K	Hold	691	–	–	﹤0.01%	1453
2023 Q2	$9.79K	Sell	691 -304	-31%	-$4.01K	﹤0.01%	1449
2023 Q1	$11.9K	Sell	995 -192	-16%	-$2.57K	﹤0.01%	1281
2022 Q4	$15.3K	Buy	1,187 +819	+223%	+$11K	﹤0.01%	1161
2022 Q3	$4K	Sell	368 -27	-7%	-$371	﹤0.01%	1431
2022 Q2	$5K	Buy	+395	New	+$5.62K	﹤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

EverSource Wealth Advisors's FBRT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Franklin BSP Realty Trust (FBRT) stake by 79% in Q2 2026, selling an estimated $165 and leaving 5 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #4350.

EverSource Wealth Advisors first reported a position in FBRT in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.3K in Q4 2022. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

EverSource Wealth Advisors held 5 shares of Franklin BSP Realty Trust worth $41 as of Q2 2026.
EverSource Wealth Advisors sold 19 Franklin BSP Realty Trust shares in Q2 2026, an estimated $165.
Franklin BSP Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4350 holding.
EverSource Wealth Advisors first reported a position in Franklin BSP Realty Trust in Q2 2022 and has held it in 17 quarters since.
EverSource Wealth Advisors's Franklin BSP Realty Trust position peaked at $15.3K in Q4 2022.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.