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Axxcess Wealth Management’s Arbor Realty Trust ABR Stock Holding History

Axxcess Wealth Management’s Portfolio ABR Stock Details ABR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,560
Closed -$141K – 1044
2025
Q3 		$141K Sell
11,560
-520
-4% -$6.05K ﹤0.01% 909
2025
Q2 		$129K Sell
12,080
-885
-7% -$9.32K ﹤0.01% 862
2025
Q1 		$152K Buy
12,965
+385
+3% +$4.98K ﹤0.01% 824
2024
Q4 		$174K Buy
12,580
+1,620
+15% +$23.9K ﹤0.01% 828
2024
Q3 		$171K Buy
10,960
+520
+5% +$7.22K ﹤0.01% 855
2024
Q2 		$150K Buy
+10,440
New +$140K ﹤0.01% 812

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Axxcess Wealth Management's ABR Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Arbor Realty Trust (ABR) in Q4 2025, closing a stake of 11,560 shares — an estimated $141K sold.

Axxcess Wealth Management first reported a position in ABR in Q2 2024 and held it in 6 quarters. The position peaked at $174K in Q4 2024. 308 funds tracked by Wall St. Rank hold ABR as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Arbor Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,560 Arbor Realty Trust shares in Q4 2025, an estimated $141K.
  • Axxcess Wealth Management first reported a position in Arbor Realty Trust in Q2 2024 and held it in 6 quarters.
  • Axxcess Wealth Management's Arbor Realty Trust position peaked at $174K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.