ClearBridge Investments’s Abacus Global Management ABX Stock Holding History

ClearBridge Investments’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
2025 Q2	–	Sell	-607,738	Closed	-$4.55M	–	707
2025 Q1	$4.55M	Sell	607,738 -37,974	-6%	-$288K	﹤0.01%	572
2024 Q4	$5.06M	Buy	645,712 +124,792	+24%	+$1.07M	﹤0.01%	578
2024 Q3	$5.27M	Buy	520,920 +18,980	+4%	+$186K	﹤0.01%	576
2024 Q2	$4.34M	Buy	+501,940	New	+$5.64M	﹤0.01%	597

Other funds holding ABX

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

ClearBridge Investments's ABX Position: Q2 2025 in Review

ClearBridge Investments sold out of Abacus Global Management (ABX) in Q2 2025, closing a stake of 607,738 shares — an estimated $4.55M sold.

ClearBridge Investments first reported a position in ABX in Q2 2024 and held it in 4 quarters. The position peaked at $5.27M in Q3 2024. 91 funds tracked by Wall St. Rank hold ABX as of Q2 2025.

ClearBridge Investments reported no remaining Abacus Global Management position as of Q2 2025 after selling out during the quarter.
ClearBridge Investments sold 607,738 Abacus Global Management shares in Q2 2025, an estimated $4.55M.
ClearBridge Investments first reported a position in Abacus Global Management in Q2 2024 and held it in 4 quarters.
ClearBridge Investments's Abacus Global Management position peaked at $5.27M in Q3 2024.
91 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2025.

Based on ClearBridge Investments's 13F filing for Q2 2025, filed 12 Aug 2025.