NFSG
FBRT

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

Newbridge Financial Services 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 		$169K Sell
20,757
-2,680
-11% -$23.3K 0.02% 266
2026
Q1 		$199K Sell
23,437
-3,010
-11% -$28.6K 0.03% 219
2025
Q4 		$265K Buy
26,447
+74
+0.3% +$773 0.04% 199
2025
Q3 		$286K Sell
26,373
-5,873
-18% -$64.7K 0.04% 249
2025
Q2 		$345K Buy
32,246
+1,476
+5% +$16.6K 0.06% 226
2025
Q1 		$392K Sell
30,770
-10,369
-25% -$134K 0.1% 138
2024
Q4 		$516K Sell
41,139
-5,126
-11% -$66.2K 0.13% 117
2024
Q3 		$604K Sell
46,265
-17,440
-27% -$229K 0.21% 86
2024
Q2 		$803K Sell
63,705
-18,893
-23% -$241K 0.3% 63
2024
Q1 		$1.1M Buy
82,598
+5,287
+7% +$69K 0.48% 45
2023
Q4 		$1.04M Sell
77,311
-4,470
-5% -$58.9K 0.51% 35
2023
Q3 		$1.08M Buy
81,781
+6,084
+8% +$84.7K 0.54% 29
2023
Q2 		$1.07M Buy
75,697
+11,748
+18% +$155K 0.52% 27
2023
Q1 		$763K Sell
63,949
-2,321
-4% -$31.1K 0.41% 47
2022
Q4 		$855K Sell
66,270
-1,896
-3% -$25.4K 0.49% 40
2022
Q3 		$734K Sell
68,166
-5,951
-8% -$81.8K 0.43% 41
2022
Q2 		$999K Buy
74,117
+73,458
+11,147% +$1.05M 0.62% 22
2022
Q1 		$9K Buy
659
+277
+73% +$3.79K ﹤0.01% 962
2021
Q4 		$6K Buy
+382
New +$6.17K ﹤0.01% 1028

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

Newbridge Financial Services Group's FBRT Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Franklin BSP Realty Trust (FBRT) stake by 11% in Q2 2026, selling an estimated $23.3K and leaving 20,757 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #266.

Newbridge Financial Services Group first reported a position in FBRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q1 2024. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Newbridge Financial Services Group held 20,757 shares of Franklin BSP Realty Trust worth $169K as of Q2 2026.
  • Newbridge Financial Services Group sold 2,680 Franklin BSP Realty Trust shares in Q2 2026, an estimated $23.3K.
  • Franklin BSP Realty Trust made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #266 holding.
  • Newbridge Financial Services Group first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Newbridge Financial Services Group's Franklin BSP Realty Trust position peaked at $1.1M in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

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