Carson Wealth (CWM LLC)
ABX

Carson Wealth (CWM LLC)’s Abacus Global Management ABX Stock Holding History

Carson Wealth (CWM LLC)’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 		$37.8K Buy
4,796
+163
+4% +$1.41K ﹤0.01% 4005
2025
Q4 		$40K Sell
4,633
-1,965
-30% -$12.9K ﹤0.01% 3756
2025
Q3 		$38K Buy
+6,598
New +$39.2K ﹤0.01% 3729

Other funds holding ABX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
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
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ABX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Abacus Global Management (ABX) stake by 3.5% in Q1 2026, buying an estimated $1.41K and bringing the position to 4,796 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4005.

Carson Wealth (CWM LLC) first reported a position in ABX in Q3 2025 and has held it in 3 quarters since. The position peaked at $40K in Q4 2025. 132 funds tracked by Wall St. Rank hold ABX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,796 shares of Abacus Global Management worth $37.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 163 Abacus Global Management shares in Q1 2026, an estimated $1.41K.
  • Abacus Global Management made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4005 holding.
  • Carson Wealth (CWM LLC) first reported a position in Abacus Global Management in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Abacus Global Management position peaked at $40K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Abacus Global Management as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.