Clearstead Advisors
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Clearstead Advisors’s Abacus Global Management ABX Stock Holding History

Clearstead Advisors’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
Q2 		$118 Buy
+11
New +$100 ﹤0.01% 3327
2025
Q4 		– Sell
-32
Closed -$184 – 2736
2025
Q3 		$184 Buy
+32
New +$190 ﹤0.01% 2871

Other funds holding ABX

Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Curi RMB Capital
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
CSM Advisors
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

Clearstead Advisors's ABX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Abacus Global Management (ABX) in Q2 2026: 11 shares worth $118. The stake represents ﹤0.01% of the portfolio and ranks #3327 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ABX as recently as Q3 2025.

Clearstead Advisors first reported a position in ABX in Q3 2025 and has held it in 2 quarters since. The position peaked at $184 in Q3 2025. 148 funds tracked by Wall St. Rank hold ABX as of Q2 2026.

  • Clearstead Advisors held 11 shares of Abacus Global Management worth $118 as of Q2 2026.
  • Abacus Global Management was a new Clearstead Advisors position in Q2 2026.
  • Abacus Global Management made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3327 holding.
  • Clearstead Advisors first reported a position in Abacus Global Management in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Abacus Global Management position peaked at $184 in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.