James T. Borello RIA
ABR icon

James T. Borello RIA’s Arbor Realty Trust ABR Stock Holding History

James T. Borello RIA’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
Q3 		$3.86K Hold
1,000
– – ﹤0.01% 840
2026
Q2 		$5.42K Hold
1,000
– – ﹤0.01% 765
2026
Q1 		$7.71K Hold
1,000
– – ﹤0.01% 637
2025
Q4 		$7.76K Hold
1,000
– – ﹤0.01% 483
2025
Q3 		$12.2K Hold
1,000
– – ﹤0.01% 282
2025
Q2 		$10.7K Hold
1,000
– – ﹤0.01% 207
2025
Q1 		$11.8K Buy
+1,000
New +$12.9K ﹤0.01% 168

Other funds holding ABR

TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

James T. Borello RIA's ABR Position: Q3 2026 in Review

James T. Borello RIA held its Arbor Realty Trust (ABR) position steady in Q3 2026 at 1,000 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

James T. Borello RIA first reported a position in ABR in Q1 2025 and has held it in 7 quarters since. The position peaked at $12.2K in Q3 2025. 37 funds tracked by Wall St. Rank hold ABR as of Q3 2026.

  • James T. Borello RIA held 1,000 shares of Arbor Realty Trust worth $3.86K as of Q3 2026.
  • James T. Borello RIA left its Arbor Realty Trust share count unchanged in Q3 2026.
  • Arbor Realty Trust made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #840 holding.
  • James T. Borello RIA first reported a position in Arbor Realty Trust in Q1 2025 and has held it in 7 quarters since.
  • James T. Borello RIA's Arbor Realty Trust position peaked at $12.2K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.