Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Arbor Realty Trust ABR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$144K Buy
18,674
+8,721
+88% +$68K ﹤0.01% 2988
2025
Q4 		$77K Sell
9,953
-2,469
-20% -$24.2K ﹤0.01% 3266
2025
Q3 		$152K Sell
12,422
-8,117
-40% -$94.4K ﹤0.01% 2659
2025
Q2 		$220K Buy
20,539
+8,933
+77% +$94.1K ﹤0.01% 2094
2025
Q1 		$136K Buy
11,606
+19
+0.2% +$246 ﹤0.01% 2173
2024
Q4 		$160K Buy
11,587
+1,920
+20% +$28.3K ﹤0.01% 1973
2024
Q3 		$150K Sell
9,667
-231
-2% -$3.21K ﹤0.01% 1930
2024
Q2 		$142K Buy
9,898
+23
+0.2% +$307 ﹤0.01% 1767
2024
Q1 		$131K Buy
9,875
+1,368
+16% +$18.3K ﹤0.01% 1722
2023
Q4 		$129K Sell
8,507
-926
-10% -$12.7K ﹤0.01% 1614
2023
Q3 		$143K Sell
9,433
-4,320
-31% -$68.3K ﹤0.01% 1449
2023
Q2 		$204K Buy
13,753
+4,471
+48% +$55.4K ﹤0.01% 1244
2023
Q1 		$107K Buy
9,282
+1,067
+13% +$14.8K ﹤0.01% 1459
2022
Q4 		$108K Buy
8,215
+2,181
+36% +$29.6K ﹤0.01% 1346
2022
Q3 		$69K Buy
6,034
+1,003
+20% +$14.8K ﹤0.01% 1505
2022
Q2 		$66K Buy
5,031
+2,096
+71% +$33.7K ﹤0.01% 1492
2022
Q1 		$50K Buy
2,935
+686
+31% +$12K ﹤0.01% 1608
2021
Q4 		$41K Buy
+2,249
New +$42.2K ﹤0.01% 1653
2021
Q2 		$73K Hold
4,105
– – ﹤0.01% 1249
2021
Q1 		$73K Hold
4,105
– – ﹤0.01% 1249
2020
Q4 		$73K Hold
4,105
– – ﹤0.01% 1249
2020
Q3 		$73K Hold
4,105
– – ﹤0.01% 1249
2020
Q2 		$73K Hold
4,105
– – ﹤0.01% 1249
2020
Q1 		$73K Hold
4,105
– – ﹤0.01% 1249
2019
Q4 		$73K Hold
4,105
– – ﹤0.01% 1249
2019
Q3 		$73K Hold
4,105
– – ﹤0.01% 1249
2019
Q2 		$73K Hold
4,105
– – ﹤0.01% 1249
2019
Q1 		$73K Buy
+4,105
New +$49.8K ﹤0.01% 1249

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ABR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Arbor Realty Trust (ABR) stake by 88% in Q1 2026, buying an estimated $68K and bringing the position to 18,674 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

Carson Wealth (CWM LLC) first reported a position in ABR in Q1 2019 and has held it in 28 quarters since. The position peaked at $220K in Q2 2025. 311 funds tracked by Wall St. Rank hold ABR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,674 shares of Arbor Realty Trust worth $144K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,721 Arbor Realty Trust shares in Q1 2026, an estimated $68K.
  • Arbor Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2988 holding.
  • Carson Wealth (CWM LLC) first reported a position in Arbor Realty Trust in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Arbor Realty Trust position peaked at $220K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.