SAM
FSP

Secure Asset Management’s Franklin Street Properties FSP Stock Holding History

Secure Asset Management’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.5K Buy
41,742
+6,742
+19% +$3.99K ﹤0.01% 330
2026
Q1 		$23.3K Buy
35,000
+25,000
+250% +$19.3K ﹤0.01% 320
2025
Q4 		$9.46K Hold
10,000
– – ﹤0.01% 343
2025
Q3 		$16.4K Buy
+10,000
New +$16.6K ﹤0.01% 307

Other funds holding FSP

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return