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BFC Planning, Inc.’s Franklin BSP Realty Trust FBRT Stock Holding History

BFC Planning, Inc.’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 		$26.9K Buy
3,307
+1,000
+43% +$8.69K ﹤0.01% 1863
2026
Q1 		$19.6K Hold
2,307
– – ﹤0.01% 1721
2025
Q4 		$23.1K Hold
2,307
– – ﹤0.01% 1686
2025
Q3 		$25.1K Hold
2,307
– – ﹤0.01% 1466
2025
Q2 		$24.7K Hold
2,307
– – ﹤0.01% 1408
2025
Q1 		$29.4K Hold
2,307
– – ﹤0.01% 1305
2024
Q4 		$28.9K Buy
+2,307
New +$29.8K ﹤0.01% 1317

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 $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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 $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

BFC Planning, Inc.'s FBRT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Franklin BSP Realty Trust (FBRT) stake by 43% in Q2 2026, buying an estimated $8.69K and bringing the position to 3,307 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

BFC Planning, Inc. first reported a position in FBRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.4K in Q1 2025. 245 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • BFC Planning, Inc. held 3,307 shares of Franklin BSP Realty Trust worth $26.9K as of Q2 2026.
  • BFC Planning, Inc. bought 1,000 Franklin BSP Realty Trust shares in Q2 2026, an estimated $8.69K.
  • Franklin BSP Realty Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1863 holding.
  • BFC Planning, Inc. first reported a position in Franklin BSP Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Franklin BSP Realty Trust position peaked at $29.4K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.