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Independent Financial Group’s Arbor Realty Trust ABR Stock Holding History

Independent Financial Group’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
-156,003
Closed -$1.9M – 1406
2025
Q3 		$1.9M Sell
156,003
-98,450
-39% -$1.15M 0.05% 399
2025
Q2 		$2.72M Sell
254,453
-30,238
-11% -$318K 0.08% 262
2025
Q1 		$3.35M Sell
284,691
-8,427
-3% -$109K 0.12% 179
2024
Q4 		$4.06M Buy
293,118
+37,663
+15% +$555K 0.13% 138
2024
Q3 		$3.97M Buy
255,455
+33,996
+15% +$472K 0.15% 131
2024
Q2 		$3.18M Buy
221,459
+26,116
+13% +$349K 0.13% 149
2024
Q1 		$2.59M Buy
195,343
+17,201
+10% +$231K 0.12% 172
2023
Q4 		$2.7M Buy
178,142
+44,163
+33% +$608K 0.14% 159
2023
Q3 		$2.03M Buy
133,979
+1,886
+1% +$29.8K 0.13% 177
2023
Q2 		$1.96M Buy
132,093
+42,393
+47% +$525K 0.14% 165
2023
Q1 		$1.03M Buy
89,700
+4,086
+5% +$56.7K 0.08% 272
2022
Q4 		$1.13M Buy
85,614
+971
+1% +$13.2K 0.1% 210
2022
Q3 		$973K Buy
84,643
+3,152
+4% +$46.4K 0.09% 229
2022
Q2 		$1.07M Buy
+81,491
New +$1.31M 0.11% 213

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

Independent Financial Group's ABR Position: Q4 2025 in Review

Independent Financial Group sold out of Arbor Realty Trust (ABR) in Q4 2025, closing a stake of 156,003 shares — an estimated $1.9M sold.

Independent Financial Group first reported a position in ABR in Q2 2022 and held it in 14 quarters. The position peaked at $4.06M in Q4 2024. 308 funds tracked by Wall St. Rank hold ABR as of Q4 2025.

  • Independent Financial Group reported no remaining Arbor Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 156,003 Arbor Realty Trust shares in Q4 2025, an estimated $1.9M.
  • Independent Financial Group first reported a position in Arbor Realty Trust in Q2 2022 and held it in 14 quarters.
  • Independent Financial Group's Arbor Realty Trust position peaked at $4.06M in Q4 2024.
  • 308 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.