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Pinnacle Wealth Planning Services’s Arbor Realty Trust ABR Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$26.1K Buy
4,821
+1,641
+52% +$10.7K ﹤0.01% 1657
2026
Q1 		$24.5K Buy
3,180
+308
+11% +$2.4K ﹤0.01% 1588
2025
Q4 		$22.3K Buy
+2,872
New +$28.1K ﹤0.01% 1663
2021
Q1 		– Sell
-5,226
Closed -$74K – 352
2020
Q4 		$74K Buy
+5,226
New +$67.8K 0.02% 606

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

Pinnacle Wealth Planning Services's ABR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Arbor Realty Trust (ABR) stake by 52% in Q2 2026, buying an estimated $10.7K and bringing the position to 4,821 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Pinnacle Wealth Planning Services first reported a position in ABR in Q4 2020 and has held it in 4 quarters since. The position peaked at $74K in Q4 2020. 297 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,821 shares of Arbor Realty Trust worth $26.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,641 Arbor Realty Trust shares in Q2 2026, an estimated $10.7K.
  • Arbor Realty Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1657 holding.
  • Pinnacle Wealth Planning Services first reported a position in Arbor Realty Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Arbor Realty Trust position peaked at $74K in Q4 2020.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.