SC
FBRT

Stephens Consulting’s Franklin BSP Realty Trust FBRT Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-30
Closed -$383 – 1462
2025
Q1 		$383 Buy
+30
New +$387 ﹤0.01% 1119

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
STAS
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Stephens Consulting's FBRT Position: Q2 2025 in Review

Stephens Consulting sold out of Franklin BSP Realty Trust (FBRT) in Q2 2025, closing a stake of 30 shares — an estimated $383 sold.

Stephens Consulting first reported a position in FBRT in Q1 2025 and held it in 1 quarter. The position peaked at $383 in Q1 2025. 210 funds tracked by Wall St. Rank hold FBRT as of Q2 2025.

  • Stephens Consulting reported no remaining Franklin BSP Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 30 Franklin BSP Realty Trust shares in Q2 2025, an estimated $383.
  • Stephens Consulting first reported a position in Franklin BSP Realty Trust in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Franklin BSP Realty Trust position peaked at $383 in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.