GWANC
ABR icon

Guardian Wealth Advisors (North Carolina)’s Arbor Realty Trust ABR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-19,080
Closed -$233K – 368
2025
Q3 		$233K Hold
19,080
– – 0.02% 324
2025
Q2 		$204K Buy
+19,080
New +$201K 0.01% 329

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

Guardian Wealth Advisors (North Carolina)'s ABR Position: Q4 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Arbor Realty Trust (ABR) in Q4 2025, closing a stake of 19,080 shares — an estimated $233K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ABR in Q2 2025 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 308 funds tracked by Wall St. Rank hold ABR as of Q4 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Arbor Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 19,080 Arbor Realty Trust shares in Q4 2025, an estimated $233K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Arbor Realty Trust in Q2 2025 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Arbor Realty Trust position peaked at $233K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q4 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2025, filed 17 Feb 2026.