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Palumbo Wealth Management’s Arbor Realty Trust ABR Stock Holding History

Palumbo 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 		$95K Sell
17,520
-5,026
-22% -$32.7K 0.02% 237
2026
Q1 		$174K Buy
22,546
+645
+3% +$5.03K 0.04% 213
2025
Q4 		$170K Buy
21,901
+552
+3% +$5.41K 0.04% 213
2025
Q3 		$261K Buy
21,349
+389
+2% +$4.53K 0.08% 152
2025
Q2 		$224K Buy
20,960
+6,010
+40% +$63.3K 0.07% 173
2025
Q1 		$176K Buy
14,950
+502
+3% +$6.5K 0.06% 170
2024
Q4 		$200K Buy
14,448
+408
+3% +$6.01K 0.07% 154
2024
Q3 		$218K Buy
14,040
+427
+3% +$5.93K 0.08% 137
2024
Q2 		$195K Buy
13,613
+424
+3% +$5.67K 0.08% 131
2024
Q1 		$175K Buy
13,189
+420
+3% +$5.63K 0.08% 123
2023
Q4 		$194K Buy
12,769
+439
+4% +$6.04K 0.1% 117
2023
Q3 		$187K Buy
12,330
+327
+3% +$5.17K 0.1% 114
2023
Q2 		$178K Buy
12,003
+395
+3% +$4.89K 0.11% 103
2023
Q1 		$133K Buy
11,608
+381
+3% +$5.28K 0.09% 90
2022
Q4 		$148K Buy
11,227
+300
+3% +$4.08K 0.12% 80
2022
Q3 		$126K Buy
10,927
+276
+3% +$4.06K 0.11% 76
2022
Q2 		$140K Buy
+10,651
New +$171K 0.11% 79
2021
Q2 		– Sell
-75,041
Closed -$1.19M – 97
2021
Q1 		$1.19M Buy
75,041
+1,470
+2% +$22.7K 0.9% 19
2020
Q4 		$1.04M Buy
+73,571
New +$954K 0.84% 19

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

Palumbo Wealth Management's ABR Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Arbor Realty Trust (ABR) stake by 22% in Q2 2026, selling an estimated $32.7K and leaving 17,520 shares worth $95K. The position accounts for 0.02% of the portfolio, ranked #237.

Palumbo Wealth Management first reported a position in ABR in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.19M in Q1 2021. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Palumbo Wealth Management held 17,520 shares of Arbor Realty Trust worth $95K as of Q2 2026.
  • Palumbo Wealth Management sold 5,026 Arbor Realty Trust shares in Q2 2026, an estimated $32.7K.
  • Arbor Realty Trust made up 0.02% of Palumbo Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Palumbo Wealth Management first reported a position in Arbor Realty Trust in Q4 2020 and has held it in 19 quarters since.
  • Palumbo Wealth Management's Arbor Realty Trust position peaked at $1.19M in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.