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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Larson Financial Group's FBRT Position: Q1 2026 in Review

Larson Financial Group held its Franklin BSP Realty Trust (FBRT) position steady in Q1 2026 at 149 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3088.

Larson Financial Group first reported a position in FBRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.84K in Q1 2025. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Larson Financial Group held 149 shares of Franklin BSP Realty Trust worth $1.27K as of Q1 2026.
  • Larson Financial Group left its Franklin BSP Realty Trust share count unchanged in Q1 2026.
  • Franklin BSP Realty Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3088 holding.
  • Larson Financial Group first reported a position in Franklin BSP Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Franklin BSP Realty Trust position peaked at $9.84K in Q1 2025.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.