LFG
FBRT

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

Larson 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 		$320 Sell
39
-110
-74% -$956 ﹤0.01% 3561
2026
Q1 		$1.27K Hold
149
– – ﹤0.01% 3088
2025
Q4 		$1.5K Sell
149
-106
-42% -$1.11K ﹤0.01% 2842
2025
Q3 		$2.77K Buy
255
+58
+29% +$639 ﹤0.01% 2580
2025
Q2 		$2.11K Sell
197
-575
-74% -$6.46K ﹤0.01% 2390
2025
Q1 		$9.84K Buy
772
+502
+186% +$6.48K ﹤0.01% 1640
2024
Q4 		$3.39K Buy
270
+257
+1,977% +$3.32K ﹤0.01% 1757
2024
Q3 		$170 Buy
+13
New +$171 ﹤0.01% 2414

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

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

Larson Financial Group reduced its Franklin BSP Realty Trust (FBRT) stake by 74% in Q2 2026, selling an estimated $956 and leaving 39 shares worth $320. The position accounts for ﹤0.01% of the portfolio, ranked #3561.

Larson Financial Group first reported a position in FBRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.84K in Q1 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Larson Financial Group held 39 shares of Franklin BSP Realty Trust worth $320 as of Q2 2026.
  • Larson Financial Group sold 110 Franklin BSP Realty Trust shares in Q2 2026, an estimated $956.
  • Franklin BSP Realty Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3561 holding.
  • Larson Financial Group first reported a position in Franklin BSP Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Franklin BSP Realty Trust position peaked at $9.84K in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.