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True Wealth Design’s Franklin Street Properties FSP Stock Holding History

True Wealth Design’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
Q3 		$53 Sell
139
-323
-70% -$139 ﹤0.01% 2507
2026
Q2 		$238 Buy
462
+326
+240% +$193 ﹤0.01% 2411
2026
Q1 		$91 Buy
136
+129
+1,843% +$100 ﹤0.01% 2487
2025
Q4 		$7 Buy
7
+3
+75% +$3 ﹤0.01% 2539
2025
Q3 		$7 Buy
4
+3
+300% +$5 ﹤0.01% 2701
2025
Q2 		$2 Sell
1
-15
-94% -$25 ﹤0.01% 2565
2025
Q1 		$29 Buy
+16
New +$29 ﹤0.01% 2517

Other funds holding FSP

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's FSP Position: Q3 2026 in Review

True Wealth Design reduced its Franklin Street Properties (FSP) stake by 70% in Q3 2026, selling an estimated $139 and leaving 139 shares worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

True Wealth Design first reported a position in FSP in Q1 2025 and has held it in 7 quarters since. The position peaked at $238 in Q2 2026. 7 funds tracked by Wall St. Rank hold FSP as of Q3 2026.

  • True Wealth Design held 139 shares of Franklin Street Properties worth $53 as of Q3 2026.
  • True Wealth Design sold 323 Franklin Street Properties shares in Q3 2026, an estimated $139.
  • Franklin Street Properties made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2507 holding.
  • True Wealth Design first reported a position in Franklin Street Properties in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Franklin Street Properties position peaked at $238 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Franklin Street Properties as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.