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 Q3	$41.4K	Sell	10,728 -215	-2%	-$1.06K	﹤0.01%	228
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Jamison Private Wealth Management's ABR Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Arbor Realty Trust (ABR) stake by 2% in Q3 2026, selling an estimated $1.06K and leaving 10,728 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Jamison Private Wealth Management first reported a position in ABR in Q3 2023 and has held it in 13 quarters since. The position peaked at $224K in Q3 2023. 128 funds tracked by Wall St. Rank hold ABR as of Q3 2026.

Jamison Private Wealth Management held 10,728 shares of Arbor Realty Trust worth $41.4K as of Q3 2026.
Jamison Private Wealth Management sold 215 Arbor Realty Trust shares in Q3 2026, an estimated $1.06K.
Arbor Realty Trust made up ﹤0.01% of Jamison Private Wealth Management's portfolio in Q3 2026, its #228 holding.
Jamison Private Wealth Management first reported a position in Arbor Realty Trust in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Arbor Realty Trust position peaked at $224K in Q3 2023.
128 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.