Jamison Private Wealth Management’s Arbor Realty Trust ABR Stock Holding History

Jamison Private Wealth Management’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	$59.3K	Sell	10,943 -3,261	-23%	-$21.2K	0.01%	223
2026 Q1	$110K	Buy	14,204 +196	+1%	+$1.53K	0.01%	213
2025 Q4	$109K	Sell	14,008 -1,100	-7%	-$10.8K	0.01%	209
2025 Q3	$184K	Buy	15,108 +1,086	+8%	+$12.6K	0.02%	208
2025 Q2	$150K	Buy	14,022 +201	+1%	+$2.12K	0.02%	197
2025 Q1	$162K	Sell	13,821 -25	-0.2%	-$324	0.02%	195
2024 Q4	$192K	Buy	13,846 +190	+1%	+$2.8K	0.03%	200
2024 Q3	$212K	Buy	13,656 +203	+2%	+$2.82K	0.03%	185
2024 Q2	$193K	Sell	13,453 -126	-0.9%	-$1.68K	0.03%	176
2024 Q1	$180K	Buy	13,579 +231	+2%	+$3.1K	0.03%	183
2023 Q4	$203K	Sell	13,348 -1,435	-10%	-$19.7K	0.04%	165
2023 Q3	$224K	Buy	+14,783	New	+$234K	0.05%	157

Other funds holding ABR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jamison Private Wealth Management's ABR Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Arbor Realty Trust (ABR) stake by 23% in Q2 2026, selling an estimated $21.2K and leaving 10,943 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #223.

Jamison Private Wealth Management first reported a position in ABR in Q3 2023 and has held it in 12 quarters since. The position peaked at $224K in Q3 2023. 299 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

Jamison Private Wealth Management held 10,943 shares of Arbor Realty Trust worth $59.3K as of Q2 2026.
Jamison Private Wealth Management sold 3,261 Arbor Realty Trust shares in Q2 2026, an estimated $21.2K.
Arbor Realty Trust made up 0.01% of Jamison Private Wealth Management's portfolio in Q2 2026, its #223 holding.
Jamison Private Wealth Management first reported a position in Arbor Realty Trust in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Arbor Realty Trust position peaked at $224K in Q3 2023.
299 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.