LCWP
FBRT

Legacy Capital Wealth Partners’s Franklin BSP Realty Trust FBRT Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-19,968
Closed -$500K – 402
2025
Q4 		$500K Buy
+19,968
New +$208K 0.11% 203

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Mirae Asset Global ETFs Holdings
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Vanguard Portfolio Management
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GC
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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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legacy Capital Wealth Partners's FBRT Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of Franklin BSP Realty Trust (FBRT) in Q1 2026, closing a stake of 19,968 shares — an estimated $500K sold.

Legacy Capital Wealth Partners first reported a position in FBRT in Q4 2025 and held it in 1 quarter. The position peaked at $500K in Q4 2025. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

  • Legacy Capital Wealth Partners reported no remaining Franklin BSP Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 19,968 Franklin BSP Realty Trust shares in Q1 2026, an estimated $500K.
  • Legacy Capital Wealth Partners first reported a position in Franklin BSP Realty Trust in Q4 2025 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Franklin BSP Realty Trust position peaked at $500K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.