Triumph Capital Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Triumph Capital Management’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 Q1	$123K	Hold	14,100	–	–	0.02%	419
2025 Q4	$141K	Sell	14,100 -1,400	-9%	-$14.6K	0.03%	367
2025 Q3	$168K	Sell	15,500 -500	-3%	-$5.51K	0.05%	310
2025 Q2	$171K	Hold	16,000	–	–	0.05%	279
2025 Q1	$204K	Sell	16,000 -268	-2%	-$3.46K	0.07%	263
2024 Q4	$204K	Sell	16,268 -2,500	-13%	-$32.3K	0.07%	263
2024 Q3	$252K	Sell	18,768 -700	-4%	-$9.19K	0.09%	230
2024 Q2	$252K	Hold	19,468	–	–	0.1%	194
2024 Q1	$255K	Sell	19,468 -1,300	-6%	-$17K	0.1%	181
2023 Q4	$288K	Hold	20,768	–	–	0.12%	153
2023 Q3	$282K	Hold	20,768	–	–	0.13%	162
2023 Q2	$301K	Buy	+20,768	New	+$274K	0.14%	148
2023 Q1	–	Sell	-20,768	Closed	-$268K	–	204
2022 Q4	$268K	Buy	+20,768	New	+$278K	0.14%	160

Other funds holding FBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Triumph Capital Management's FBRT Position: Q1 2026 in Review

Triumph Capital Management held its Franklin BSP Realty Trust (FBRT) position steady in Q1 2026 at 14,100 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #419.

Triumph Capital Management first reported a position in FBRT in Q4 2022 and has held it in 13 quarters since. The position peaked at $301K in Q2 2023. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

Triumph Capital Management held 14,100 shares of Franklin BSP Realty Trust worth $123K as of Q1 2026.
Triumph Capital Management left its Franklin BSP Realty Trust share count unchanged in Q1 2026.
Franklin BSP Realty Trust made up 0.02% of Triumph Capital Management's portfolio in Q1 2026, its #419 holding.
Triumph Capital Management first reported a position in Franklin BSP Realty Trust in Q4 2022 and has held it in 13 quarters since.
Triumph Capital Management's Franklin BSP Realty Trust position peaked at $301K in Q2 2023.
211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.