RFP
ABR icon

Root Financial Partners’s Arbor Realty Trust ABR Stock Holding History

Root Financial Partners’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 		– Sell
-91
Closed -$702 – 422
2026
Q1 		$702 Buy
+91
New +$710 ﹤0.01% 2745

Other funds holding ABR

C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Root Financial Partners's ABR Position: Q2 2026 in Review

Root Financial Partners sold out of Arbor Realty Trust (ABR) in Q2 2026, closing a stake of 91 shares — an estimated $702 sold.

Root Financial Partners first reported a position in ABR in Q1 2026 and held it in 1 quarter. The position peaked at $702 in Q1 2026. 81 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • Root Financial Partners reported no remaining Arbor Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 91 Arbor Realty Trust shares in Q2 2026, an estimated $702.
  • Root Financial Partners first reported a position in Arbor Realty Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Arbor Realty Trust position peaked at $702 in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.