JFG
FBRT

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

Jefferies 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
Q1 		$625K Hold
73,638
– – 0.01% 1111
2025
Q4 		$739K Hold
73,638
– – 0.01% 1210
2025
Q3 		$800K Hold
73,638
– – 0.01% 941
2025
Q2 		$787K Hold
73,638
– – 0.01% 797
2025
Q1 		$938K Hold
73,638
– – 0.02% 834
2024
Q4 		$923K Sell
73,638
-14,961
-17% -$193K 0.01% 910
2024
Q3 		$1.16M Sell
88,599
-91,700
-51% -$1.2M 0.02% 746
2024
Q2 		$2.27M Sell
180,299
-220
-0.1% -$2.8K 0.04% 512
2024
Q1 		$2.41M Sell
180,519
-76
-0% -$991 0.05% 530
2023
Q4 		$2.44M Sell
180,595
-128,116
-42% -$1.69M 0.04% 633
2023
Q3 		$4.09M Sell
308,711
-287,906
-48% -$4.01M 0.1% 391
2023
Q2 		$8.45M Buy
596,617
+4,216
+0.7% +$55.6K 0.18% 242
2023
Q1 		$7.07M Buy
592,401
+3,628
+0.6% +$48.6K 0.15% 281
2022
Q4 		$7.6M Buy
+588,773
New +$7.88M 0.13% 280

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VPM
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GC
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Geode Capital Management
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Invesco
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Franklin Resources
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return