IFG
FBRT icon

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
Q3 		$80.9K Sell
12,656
-19,685
-61% -$155K ﹤0.01% 1559
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

FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's FBRT Position: Q3 2026 in Review

Independent Financial Group reduced its Franklin BSP Realty Trust (FBRT) stake by 61% in Q3 2026, selling an estimated $155K and leaving 12,656 shares worth $80.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Independent Financial Group first reported a position in FBRT in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.71M in Q1 2025. 12 funds tracked by Wall St. Rank hold FBRT as of Q3 2026.

  • Independent Financial Group held 12,656 shares of Franklin BSP Realty Trust worth $80.9K as of Q3 2026.
  • Independent Financial Group sold 19,685 Franklin BSP Realty Trust shares in Q3 2026, an estimated $155K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1559 holding.
  • Independent Financial Group first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 20 quarters since.
  • Independent Financial Group's Franklin BSP Realty Trust position peaked at $3.71M in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.