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Garton & Associates Financial Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-329
Closed -$3.3K – 309
2025
Q4 		$3.3K Buy
+329
New +$3.44K ﹤0.01% 1048

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Mirae Asset Global ETFs Holdings
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
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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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Garton & Associates Financial Advisors's FBRT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Franklin BSP Realty Trust (FBRT) in Q1 2026, closing a stake of 329 shares — an estimated $3.3K sold.

Garton & Associates Financial Advisors first reported a position in FBRT in Q4 2025 and held it in 1 quarter. The position peaked at $3.3K in Q4 2025. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Franklin BSP Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 329 Franklin BSP Realty Trust shares in Q1 2026, an estimated $3.3K.
  • Garton & Associates Financial Advisors first reported a position in Franklin BSP Realty Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Franklin BSP Realty Trust position peaked at $3.3K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.