AF
ABX

Allworth Financial’s Abacus Global Management ABX Stock Holding History

Allworth Financial’s Portfolio ABX Stock Details ABX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49K Buy
139
+1
+0.7% +$9 ﹤0.01% 4612
2026
Q1 		$1.09K Buy
138
+25
+22% +$217 ﹤0.01% 4549
2025
Q4 		$967 Sell
113
-84
-43% -$553 ﹤0.01% 4366
2025
Q3 		$1.13K Buy
+197
New +$1.17K ﹤0.01% 4216

Other funds holding ABX

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's ABX Position: Q2 2026 in Review

Allworth Financial increased its Abacus Global Management (ABX) stake by 0.72% in Q2 2026, buying an estimated $9 and bringing the position to 139 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4612.

Allworth Financial first reported a position in ABX in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold ABX as of Q2 2026.

  • Allworth Financial held 139 shares of Abacus Global Management worth $1.49K as of Q2 2026.
  • Allworth Financial bought 1 Abacus Global Management share in Q2 2026, an estimated $9.
  • Abacus Global Management made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4612 holding.
  • Allworth Financial first reported a position in Abacus Global Management in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.