IFG
FBRT

Independent Financial Group’s Franklin BSP Realty Trust FBRT Stock Holding History

Independent Financial Group’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 		$263K Sell
32,341
-100,635
-76% -$875K ﹤0.01% 1328
2026
Q1 		$1.13M Sell
132,976
-55,580
-29% -$529K 0.03% 587
2025
Q4 		$1.89M Sell
188,556
-69,846
-27% -$729K 0.04% 407
2025
Q3 		$2.81M Buy
258,402
+10,643
+4% +$117K 0.07% 285
2025
Q2 		$2.65M Sell
247,759
-43,434
-15% -$488K 0.07% 272
2025
Q1 		$3.71M Buy
291,193
+13,562
+5% +$175K 0.13% 161
2024
Q4 		$3.48M Buy
277,631
+21,096
+8% +$273K 0.12% 172
2024
Q3 		$3.35M Buy
256,535
+9,765
+4% +$128K 0.12% 159
2024
Q2 		$3.11M Buy
246,770
+27,845
+13% +$355K 0.12% 154
2024
Q1 		$2.92M Sell
218,925
-3,430
-2% -$44.7K 0.13% 152
2023
Q4 		$3M Buy
222,355
+20,025
+10% +$264K 0.16% 137
2023
Q3 		$2.68M Buy
202,330
+15,828
+8% +$220K 0.17% 127
2023
Q2 		$2.64M Buy
186,502
+5,126
+3% +$67.6K 0.18% 116
2023
Q1 		$2.16M Buy
181,376
+28,098
+18% +$376K 0.17% 130
2022
Q4 		$1.98M Buy
153,278
+15,624
+11% +$209K 0.17% 115
2022
Q3 		$1.48M Buy
137,654
+11,361
+9% +$156K 0.13% 154
2022
Q2 		$1.7M Buy
126,293
+44,394
+54% +$632K 0.18% 132
2022
Q1 		$1.14M Buy
81,899
+13
+0% +$178 0.09% 213
2021
Q4 		$1.22M Buy
+81,886
New +$1.32M 0.1% 209

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 $3.37T AUM 44.26% 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

Independent Financial Group's FBRT Position: Q2 2026 in Review

Independent Financial Group reduced its Franklin BSP Realty Trust (FBRT) stake by 76% in Q2 2026, selling an estimated $875K and leaving 32,341 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Independent Financial Group first reported a position in FBRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.71M in Q1 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Independent Financial Group held 32,341 shares of Franklin BSP Realty Trust worth $263K as of Q2 2026.
  • Independent Financial Group sold 100,635 Franklin BSP Realty Trust shares in Q2 2026, an estimated $875K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1328 holding.
  • Independent Financial Group first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Franklin BSP Realty Trust position peaked at $3.71M in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.