Kestra Advisory Services
ABR icon

Kestra Advisory Services’s Arbor Realty Trust ABR Stock Holding History

Kestra Advisory Services’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 		$332K Sell
85,949
-3,543
-4% -$17.4K ﹤0.01% 2871
2026
Q2 		$485K Sell
89,492
-43,827
-33% -$285K ﹤0.01% 2373
2026
Q1 		$1.03M Buy
133,319
+88,537
+198% +$690K ﹤0.01% 1713
2025
Q4 		$348K Buy
44,782
+12,824
+40% +$126K ﹤0.01% 2417
2025
Q3 		$390K Sell
31,958
-94,098
-75% -$1.09M ﹤0.01% 2239
2025
Q2 		$1.35M Sell
126,056
-13,697
-10% -$144K 0.01% 1307
2025
Q1 		$1.64M Sell
139,753
-647
-0.5% -$8.37K 0.01% 1084
2024
Q4 		$1.94M Buy
+140,400
New +$2.07M 0.01% 1017
2024
Q3 		– Sell
-134,493
Closed -$1.93M – 2548
2024
Q2 		$1.93M Buy
134,493
+109,582
+440% +$1.46M 0.01% 975
2024
Q1 		$330K Buy
+24,911
New +$334K ﹤0.01% 1935

Other funds holding ABR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Certuity
Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kassira Wealth Management
Kassira Wealth Management Knoxville, Tennessee $127M AUM 14.1% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Context Capital Management
Context Capital Management Lajolla, California $4.89B AUM 1.86% 1-Year Est. Return

Kestra Advisory Services's ABR Position: Q3 2026 in Review

Kestra Advisory Services reduced its Arbor Realty Trust (ABR) stake by 4% in Q3 2026, selling an estimated $17.4K and leaving 85,949 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Kestra Advisory Services first reported a position in ABR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.94M in Q4 2024. 102 funds tracked by Wall St. Rank hold ABR as of Q3 2026.

  • Kestra Advisory Services held 85,949 shares of Arbor Realty Trust worth $332K as of Q3 2026.
  • Kestra Advisory Services sold 3,543 Arbor Realty Trust shares in Q3 2026, an estimated $17.4K.
  • Arbor Realty Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2871 holding.
  • Kestra Advisory Services first reported a position in Arbor Realty Trust in Q1 2024 and has held it in 10 quarters since.
  • Kestra Advisory Services's Arbor Realty Trust position peaked at $1.94M in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.