Triumph Capital Management FBRT — FRANKLIN BSP RLTY TR INC COMMON STOCK

Ownership history in Triumph Capital Management  ·  12 quarters on record

AI Ownership Summary

Triumph Capital Management reported FRANKLIN BSP RLTY TR INC COMMON STOCK (FBRT) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.1% in 2024 Q1. The latest visible filing shows FBRT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FBRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in FRANKLIN BSP RLTY TR INC COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FBRT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FBRT stock page Triumph Capital Management fund profile Triumph Capital Management full holdings
How Triumph Capital Management held FBRT — position size vs. price
% of Fund (quarterly)    FBRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 14,100 — 0% 0.02% $115K 2026-07-21 $7.97
2026 Q1 UNCHANGED — — — 14,100 — 0% 0.02% $123K 2026-05-13 $8.80
2025 Q4 REDUCED 9.0% -13.3% ✅ 14,100 -1,400 -9.0% 0.03% $141K 2026-02-12 $8.30
2025 Q3 REDUCED — — — 15,500 -500 -3.1% 0.04% $168K 2025-11-17 $9.09
2025 Q2 UNCHANGED — — — 16,000 — 0% 0.05% $171K 2025-07-09 $9.78
2025 Q1 REDUCED — — — 16,000 -268 -1.6% 0.07% $204K 2025-05-06 $9.57
2024 Q4 REDUCED 16.4% +4.5% ❌ 16,268 -3,200 -16.4% 0.07% $204K 2025-02-14 $11.09
2024 Q1 REDUCED 6.3% -4.1% ✅ 19,468 -1,300 -6.3% 0.10% $255K 2024-04-25 $9.70
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FBRT

As of 2026 Q2 — sorted by position size

Miller Global Investments, LLC 0.27% Park Capital Management, LLC / WI 0.08% Grey Fox Wealth Advisors, LLC 3Y 0.03% Raleigh Capital Management Inc. 3Y 0.03% Magnus Financial Group LLC 3Y 7Y 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.01% Central Pacific Bank - Trust Division 0.01% Fifth Third Wealth Advisors LLC 3Y 0.01% Cyndeo Wealth Partners, LLC 3Y 0.01% Bison Wealth, LLC 0.01%

FAQ About Triumph Capital Management and FBRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning FBRT?

Triumph Capital Management reported FBRT across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FBRT position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for FBRT was 0.10% in 2024 Q1.

What is the latest reported FBRT position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 14,100 shares, equal to 0.02% of portfolio, with an estimated market value of $115K.

What does the chart on this FBRT ownership page compare?

The chart compares Triumph Capital Management's quarterly FBRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triumph Capital Management time their FBRT position?

Based on 13F filing dates vs. subsequent FBRT price moves, Triumph Capital Management correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on FBRT relative to SPY over the holding period was -25.8%.

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