Raymond James Financial
FBRT

Raymond James Financial’s Franklin BSP Realty Trust FBRT Stock Holding History

Raymond James Financial’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 		$2.03M Buy
248,913
+98,333
+65% +$855K ﹤0.01% 3468
2026
Q1 		$1.28M Buy
150,580
+90,286
+150% +$859K ﹤0.01% 3686
2025
Q4 		$605K Sell
60,294
-30,444
-34% -$318K ﹤0.01% 4130
2025
Q3 		$985K Sell
90,738
-19,786
-18% -$218K ﹤0.01% 3686
2025
Q2 		$1.18M Sell
110,524
-17,076
-13% -$192K ﹤0.01% 3464
2025
Q1 		$1.63M Buy
127,600
+59,113
+86% +$763K ﹤0.01% 3142
2024
Q4 		$859K Buy
+68,487
New +$885K ﹤0.01% 3555

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

Raymond James Financial's FBRT Position: Q2 2026 in Review

Raymond James Financial increased its Franklin BSP Realty Trust (FBRT) stake by 65% in Q2 2026, buying an estimated $855K and bringing the position to 248,913 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3468.

Raymond James Financial first reported a position in FBRT in Q4 2024 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

  • Raymond James Financial held 248,913 shares of Franklin BSP Realty Trust worth $2.03M as of Q2 2026.
  • Raymond James Financial bought 98,333 Franklin BSP Realty Trust shares in Q2 2026, an estimated $855K.
  • Franklin BSP Realty Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3468 holding.
  • Raymond James Financial first reported a position in Franklin BSP Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • 243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.