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Concord Wealth Partners’s Arbor Realty Trust ABR Stock Holding History

Concord Wealth Partners’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 		$33 Buy
+6
New +$39 ﹤0.01% 876
2026
Q1 		– Sell
-6
Closed -$47 – 209
2025
Q4 		$47 Hold
6
– – ﹤0.01% 830
2025
Q3 		$73 Hold
6
– – ﹤0.01% 810
2025
Q2 		$64 Hold
6
– – ﹤0.01% 841
2025
Q1 		$71 Hold
6
– – ﹤0.01% 798
2024
Q4 		$83 Hold
6
– – ﹤0.01% 906
2024
Q3 		$93 Hold
6
– – ﹤0.01% 940
2024
Q2 		$86 Hold
6
– – ﹤0.01% 811
2024
Q1 		$80 Buy
+6
New +$80 ﹤0.01% 838

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

Concord Wealth Partners's ABR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Arbor Realty Trust (ABR) in Q2 2026: 6 shares worth $33. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ABR as recently as Q4 2025.

Concord Wealth Partners first reported a position in ABR in Q1 2024 and has held it in 9 quarters since. The position peaked at $93 in Q3 2024. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Concord Wealth Partners held 6 shares of Arbor Realty Trust worth $33 as of Q2 2026.
  • Arbor Realty Trust was a new Concord Wealth Partners position in Q2 2026.
  • Arbor Realty Trust made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #876 holding.
  • Concord Wealth Partners first reported a position in Arbor Realty Trust in Q1 2024 and has held it in 9 quarters since.
  • Concord Wealth Partners's Arbor Realty Trust position peaked at $93 in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.