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

Grey Fox 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	$209K	Buy	+25,085	New	+$218K	0.03%	172

Other funds holding FBRT

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Grey Fox Wealth Advisors's FBRT Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2026: 25,085 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #172 among its holdings.

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

Grey Fox Wealth Advisors held 25,085 shares of Franklin BSP Realty Trust worth $209K as of Q2 2026.
Franklin BSP Realty Trust was a new Grey Fox Wealth Advisors position in Q2 2026.
Franklin BSP Realty Trust made up 0.03% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #172 holding.
21 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.