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Legacy Financial Strategies’s Arbor Realty Trust ABR Stock Holding History

Legacy Financial Strategies’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 		$96.5K Hold
17,800
– – 0.01% 151
2026
Q1 		$137K Buy
+17,800
New +$139K 0.02% 138

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

Legacy Financial Strategies's ABR Position: Q2 2026 in Review

Legacy Financial Strategies held its Arbor Realty Trust (ABR) position steady in Q2 2026 at 17,800 shares worth $96.5K. The position accounts for 0.01% of the portfolio, ranked #151.

Legacy Financial Strategies first reported a position in ABR in Q1 2026 and has held it in 2 quarters since. The position peaked at $137K in Q1 2026. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Legacy Financial Strategies held 17,800 shares of Arbor Realty Trust worth $96.5K as of Q2 2026.
  • Legacy Financial Strategies left its Arbor Realty Trust share count unchanged in Q2 2026.
  • Arbor Realty Trust made up 0.01% of Legacy Financial Strategies's portfolio in Q2 2026, its #151 holding.
  • Legacy Financial Strategies first reported a position in Arbor Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Strategies's Arbor Realty Trust position peaked at $137K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.