Spectrum Wealth Advisory Group’s Franklin BSP Realty Trust FBRT Stock Holding History

Spectrum Wealth Advisory 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	$464	Buy	+57	New	+$495	﹤0.01%	484

Other funds holding FBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spectrum Wealth Advisory Group's FBRT Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Franklin BSP Realty Trust (FBRT) in Q2 2026: 57 shares worth $464. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings.

243 funds tracked by Wall St. Rank hold FBRT as of Q2 2026.

Spectrum Wealth Advisory Group held 57 shares of Franklin BSP Realty Trust worth $464 as of Q2 2026.
Franklin BSP Realty Trust was a new Spectrum Wealth Advisory Group position in Q2 2026.
Franklin BSP Realty Trust made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #484 holding.
243 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.