Comprehensive Financial Planning’s OmniAb OABI Stock Holding History

Comprehensive Financial Planning’s Portfolio OABI Stock Details OABI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$795	Hold	323	–	–	﹤0.01%	372
2026 Q1	$507	Hold	323	–	–	﹤0.01%	362
2025 Q4	$597	Buy	+323	New	+$561	﹤0.01%	392

Other funds holding OABI

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Comprehensive Financial Planning's OABI Position: Q2 2026 in Review

Comprehensive Financial Planning held its OmniAb (OABI) position steady in Q2 2026 at 323 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Comprehensive Financial Planning first reported a position in OABI in Q4 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold OABI as of Q2 2026.

Comprehensive Financial Planning held 323 shares of OmniAb worth $795 as of Q2 2026.
Comprehensive Financial Planning left its OmniAb share count unchanged in Q2 2026.
OmniAb made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #372 holding.
Comprehensive Financial Planning first reported a position in OmniAb in Q4 2025 and has held it in 3 quarters since.
131 funds tracked by Wall St. Rank held OmniAb as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.