PWPS
FBRT

Pinnacle Wealth Planning Services’s Franklin BSP Realty Trust FBRT Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.95K Sell
240
-3,172
-93% -$27.6K ﹤0.01% 2485
2026
Q1 		$29K Buy
3,412
+345
+11% +$3.28K ﹤0.01% 1500
2025
Q4 		$30.8K Buy
+3,067
New +$32K ﹤0.01% 1503

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

Pinnacle Wealth Planning Services's FBRT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Franklin BSP Realty Trust (FBRT) stake by 93% in Q2 2026, selling an estimated $27.6K and leaving 240 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Pinnacle Wealth Planning Services first reported a position in FBRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.8K in Q4 2025. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 240 shares of Franklin BSP Realty Trust worth $1.95K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 3,172 Franklin BSP Realty Trust shares in Q2 2026, an estimated $27.6K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2485 holding.
  • Pinnacle Wealth Planning Services first reported a position in Franklin BSP Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Franklin BSP Realty Trust position peaked at $30.8K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.