AF
OABI icon

Allworth Financial’s OmniAb OABI Stock Holding History

Allworth Financial’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.85K Buy
2,451
+324
+15% +$585 ﹤0.01% 4102
2025
Q4 		$3.94K Hold
2,127
– – ﹤0.01% 3849
2025
Q3 		$3.4K Hold
2,127
– – ﹤0.01% 3753
2025
Q2 		$3.7K Hold
2,127
– – ﹤0.01% 3431
2025
Q1 		$3.87K Hold
2,127
– – ﹤0.01% 2897
2024
Q4 		$6.81K Hold
2,127
– – ﹤0.01% 2612
2024
Q3 		$9K Hold
2,127
– – ﹤0.01% 2312
2024
Q2 		$9.91K Buy
2,127
+2,029
+2,070% +$9.25K ﹤0.01% 2221
2024
Q1 		$532 Hold
98
– – ﹤0.01% 3272
2023
Q4 		$605 Hold
98
– – ﹤0.01% 3090
2023
Q3 		$509 Sell
98
-12
-11% -$64 ﹤0.01% 3040
2023
Q2 		$554 Hold
110
– – ﹤0.01% 2881
2023
Q1 		$405 Sell
110
-721
-87% -$2.72K ﹤0.01% 2881
2022
Q4 		$2.99K Buy
+831
New +$4.36K ﹤0.01% 2082

Other funds holding OABI

WCM
Whitefort Capital Management New York $329M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return