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Kerr Financial Planning’s Arbor Realty Trust ABR Stock Holding History

Kerr Financial Planning’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 		$3.49K Buy
644
+20
+3% +$130 ﹤0.01% 449
2026
Q1 		$5.07K Buy
624
+25
+4% +$195 ﹤0.01% 419
2025
Q4 		$4.63K Buy
599
+18
+3% +$176 0.01% 421
2025
Q3 		$4.91K Buy
+581
New +$6.76K 0.01% 421

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

Kerr Financial Planning's ABR Position: Q2 2026 in Review

Kerr Financial Planning increased its Arbor Realty Trust (ABR) stake by 3.2% in Q2 2026, buying an estimated $130 and bringing the position to 644 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Kerr Financial Planning first reported a position in ABR in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.07K in Q1 2026. 296 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Kerr Financial Planning held 644 shares of Arbor Realty Trust worth $3.49K as of Q2 2026.
  • Kerr Financial Planning bought 20 Arbor Realty Trust shares in Q2 2026, an estimated $130.
  • Arbor Realty Trust made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #449 holding.
  • Kerr Financial Planning first reported a position in Arbor Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Arbor Realty Trust position peaked at $5.07K in Q1 2026.
  • 296 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.