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EverSource Wealth Advisors’s Arbor Realty Trust ABR Stock Holding History

EverSource Wealth Advisors’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 		$8.74K Buy
1,613
+281
+21% +$1.83K ﹤0.01% 2980
2026
Q1 		$10.3K Buy
1,332
+882
+196% +$6.88K ﹤0.01% 2899
2025
Q4 		$3.49K Sell
450
-230
-34% -$2.25K ﹤0.01% 3269
2025
Q3 		$8.3K Hold
680
– – ﹤0.01% 2915
2025
Q2 		$7.27K Sell
680
-596
-47% -$6.28K ﹤0.01% 2990
2025
Q1 		$15K Buy
1,276
+171
+15% +$2.21K ﹤0.01% 1863
2024
Q4 		$15.3K Sell
1,105
-248
-18% -$3.65K ﹤0.01% 1772
2024
Q3 		$21K Sell
1,353
-351
-21% -$4.88K ﹤0.01% 1462
2024
Q2 		$23K Buy
1,704
+537
+46% +$7.18K ﹤0.01% 1440
2024
Q1 		$15K Buy
1,167
+865
+286% +$11.6K ﹤0.01% 1499
2023
Q4 		$4.58K Sell
302
-604
-67% -$8.31K ﹤0.01% 1895
2023
Q3 		$13.8K Buy
906
+5
+0.6% +$79 ﹤0.01% 1270
2023
Q2 		$13.4K Buy
+901
New +$11.2K ﹤0.01% 1317

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

EverSource Wealth Advisors's ABR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Arbor Realty Trust (ABR) stake by 21% in Q2 2026, buying an estimated $1.83K and bringing the position to 1,613 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

EverSource Wealth Advisors first reported a position in ABR in Q2 2023 and has held it in 13 quarters since. The position peaked at $23K in Q2 2024. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • EverSource Wealth Advisors held 1,613 shares of Arbor Realty Trust worth $8.74K as of Q2 2026.
  • EverSource Wealth Advisors bought 281 Arbor Realty Trust shares in Q2 2026, an estimated $1.83K.
  • Arbor Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2980 holding.
  • EverSource Wealth Advisors first reported a position in Arbor Realty Trust in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Arbor Realty Trust position peaked at $23K in Q2 2024.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.