AWM
ABX

Axxcess Wealth Management’s Abacus Global Management ABX Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-11,474
Closed -$98.1K – 376
2025
Q4 		$98.1K Buy
+11,474
New +$75.5K ﹤0.01% 1020

Other funds holding ABX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Axxcess Wealth Management's ABX Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Abacus Global Management (ABX) in Q1 2026, closing a stake of 11,474 shares — an estimated $98.1K sold.

Axxcess Wealth Management first reported a position in ABX in Q4 2025 and held it in 1 quarter. The position peaked at $98.1K in Q4 2025. 132 funds tracked by Wall St. Rank hold ABX as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Abacus Global Management position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,474 Abacus Global Management shares in Q1 2026, an estimated $98.1K.
  • Axxcess Wealth Management first reported a position in Abacus Global Management in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Abacus Global Management position peaked at $98.1K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Abacus Global Management as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.