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True Wealth Design’s Arbor Realty Trust ABR Stock Holding History

True Wealth Design’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 		$656 Buy
+121
New +$786 ﹤0.01% 2112
2025
Q2 		– Sell
-19
Closed -$224 – 2566
2025
Q1 		$224 Buy
+19
New +$246 ﹤0.01% 1904

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 $3.38T AUM 44.17% 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

True Wealth Design's ABR Position: Q2 2026 in Review

True Wealth Design opened a new position in Arbor Realty Trust (ABR) in Q2 2026: 121 shares worth $656. The stake represents ﹤0.01% of the portfolio and ranks #2112 among its holdings. This is a return to the name: True Wealth Design previously reported a position in ABR as recently as Q1 2025.

True Wealth Design first reported a position in ABR in Q1 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold ABR as of Q2 2026.

  • True Wealth Design held 121 shares of Arbor Realty Trust worth $656 as of Q2 2026.
  • Arbor Realty Trust was a new True Wealth Design position in Q2 2026.
  • Arbor Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2112 holding.
  • True Wealth Design first reported a position in Arbor Realty Trust in Q1 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.