Axxcess Wealth Management
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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
Q3 		– Sell
-11,474
Closed -$123K – 985
2026
Q2 		$123K Buy
+11,474
New +$105K ﹤0.01% 1032
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

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
QTR Family Wealth
QTR Family Wealth Lake Mary, Florida $270M AUM 34.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Axxcess Wealth Management's ABX Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Abacus Global Management (ABX) in Q3 2026, closing a stake of 11,474 shares — an estimated $123K sold.

Axxcess Wealth Management first reported a position in ABX in Q4 2025 and held it in 2 quarters. The position peaked at $123K in Q2 2026. 45 funds tracked by Wall St. Rank hold ABX as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Abacus Global Management position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,474 Abacus Global Management shares in Q3 2026, an estimated $123K.
  • Axxcess Wealth Management first reported a position in Abacus Global Management in Q4 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Abacus Global Management position peaked at $123K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Abacus Global Management as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.