MFG
FBRT

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

Magnus 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 		$394K Buy
48,452
+10,036
+26% +$87.2K 0.03% 271
2026
Q1 		$326K Hold
38,416
– – 0.03% 283
2025
Q4 		$385K Hold
38,416
– – 0.03% 300
2025
Q3 		$417K Hold
38,416
– – 0.03% 276
2025
Q2 		$411K Buy
38,416
+8,841
+30% +$99.3K 0.04% 257
2025
Q1 		$377K Hold
29,575
– – 0.04% 259
2024
Q4 		$371K Hold
29,575
– – 0.04% 248
2024
Q3 		$386K Hold
29,575
– – 0.04% 237
2024
Q2 		$373K Buy
29,575
+6,208
+27% +$79.1K 0.04% 226
2024
Q1 		$312K Hold
23,367
– – 0.04% 241
2023
Q4 		$316K Hold
23,367
– – 0.04% 219
2023
Q3 		$309K Hold
23,367
– – 0.05% 203
2023
Q2 		$331K Buy
23,367
+3,490
+18% +$46K 0.05% 204
2023
Q1 		$237K Hold
19,877
– – 0.04% 243
2022
Q4 		$256K Buy
+19,877
New +$266K 0.04% 218

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

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

Magnus Financial Group increased its Franklin BSP Realty Trust (FBRT) stake by 26% in Q2 2026, buying an estimated $87.2K and bringing the position to 48,452 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #271.

Magnus Financial Group first reported a position in FBRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $417K in Q3 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Magnus Financial Group held 48,452 shares of Franklin BSP Realty Trust worth $394K as of Q2 2026.
  • Magnus Financial Group bought 10,036 Franklin BSP Realty Trust shares in Q2 2026, an estimated $87.2K.
  • Franklin BSP Realty Trust made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #271 holding.
  • Magnus Financial Group first reported a position in Franklin BSP Realty Trust in Q4 2022 and has held it in 15 quarters since.
  • Magnus Financial Group's Franklin BSP Realty Trust position peaked at $417K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.