FGC
FBRT icon

Financial Gravity Companies’s Franklin BSP Realty Trust FBRT Stock Holding History

Financial Gravity Companies’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 		$61.9K Buy
+7,604
New +$66.1K 0.01% 280
2025
Q2 		$107K Buy
+10,026
New +$113K 0.02% 216
2024
Q4 		$126K Buy
+10,026
New +$130K 0.03% 177

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's FBRT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2026: 7,604 shares worth $61.9K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FBRT as recently as Q2 2025.

Financial Gravity Companies first reported a position in FBRT in Q4 2024 and has held it in 3 quarters since. The position peaked at $126K in Q4 2024. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Financial Gravity Companies held 7,604 shares of Franklin BSP Realty Trust worth $61.9K as of Q2 2026.
  • Franklin BSP Realty Trust was a new Financial Gravity Companies position in Q2 2026.
  • Franklin BSP Realty Trust made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #280 holding.
  • Financial Gravity Companies first reported a position in Franklin BSP Realty Trust in Q4 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Franklin BSP Realty Trust position peaked at $126K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.