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

Bernard 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
2026
Q2 		$14.2K Hold
2,615
– – 0.01% 210
2026
Q1 		$20.2K Hold
2,615
– – 0.01% 187
2025
Q4 		$20.3K Hold
2,615
– – 0.01% 189
2025
Q3 		$31.9K Hold
2,615
– – 0.01% 153
2025
Q2 		$28K Hold
2,615
– – 0.01% 161
2025
Q1 		$30.7K Hold
2,615
– – 0.02% 155
2024
Q4 		$36.2K Buy
+2,615
New +$38.5K 0.02% 142

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bernard Wealth Management's ABR Position: Q2 2026 in Review

Bernard Wealth Management held its Arbor Realty Trust (ABR) position steady in Q2 2026 at 2,615 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #210.

Bernard Wealth Management first reported a position in ABR in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.2K in Q4 2024. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Bernard Wealth Management held 2,615 shares of Arbor Realty Trust worth $14.2K as of Q2 2026.
  • Bernard Wealth Management left its Arbor Realty Trust share count unchanged in Q2 2026.
  • Arbor Realty Trust made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Bernard Wealth Management first reported a position in Arbor Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Arbor Realty Trust position peaked at $36.2K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.