Abound Wealth Management’s Scansource SCSC Stock Holding History

Abound Wealth Management’s Portfolio SCSC Stock Details SCSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$417	Buy	+8	New	+$351	﹤0.01%	977
2026 Q1	–	Sell	-4	Closed	-$157	–	1581
2025 Q4	$157	Hold	4	–	–	﹤0.01%	1275
2025 Q3	$176	Hold	4	–	–	﹤0.01%	1161
2025 Q2	$168	Hold	4	–	–	﹤0.01%	1110
2025 Q1	$137	Sell	4 -1	-20%	-$41	﹤0.01%	1139
2024 Q4	$238	Hold	5	–	–	﹤0.01%	985
2024 Q3	$241	Sell	5 -4	-44%	-$189	﹤0.01%	1062
2024 Q2	$399	Sell	9 -4	-31%	-$179	﹤0.01%	895
2024 Q1	$573	Hold	13	–	–	﹤0.01%	852
2023 Q4	$515	Buy	+13	New	+$437	﹤0.01%	913

Other funds holding SCSC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Abound Wealth Management's SCSC Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Scansource (SCSC) in Q2 2026: 8 shares worth $417. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in SCSC as recently as Q4 2025.

Abound Wealth Management first reported a position in SCSC in Q4 2023 and has held it in 10 quarters since. The position peaked at $573 in Q1 2024. 13 funds tracked by Wall St. Rank hold SCSC as of Q2 2026.

Abound Wealth Management held 8 shares of Scansource worth $417 as of Q2 2026.
Scansource was a new Abound Wealth Management position in Q2 2026.
Scansource made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #977 holding.
Abound Wealth Management first reported a position in Scansource in Q4 2023 and has held it in 10 quarters since.
Abound Wealth Management's Scansource position peaked at $573 in Q1 2024.
13 funds tracked by Wall St. Rank held Scansource as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.