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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
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 $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return

Comprehensive Financial Planning's OABI Position: Q1 2026 in Review

Comprehensive Financial Planning held its OmniAb (OABI) position steady in Q1 2026 at 323 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Comprehensive Financial Planning first reported a position in OABI in Q4 2025 and has held it in 2 quarters since. The position peaked at $597 in Q4 2025. 128 funds tracked by Wall St. Rank hold OABI as of Q1 2026.

  • Comprehensive Financial Planning held 323 shares of OmniAb worth $507 as of Q1 2026.
  • Comprehensive Financial Planning left its OmniAb share count unchanged in Q1 2026.
  • OmniAb made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #362 holding.
  • Comprehensive Financial Planning first reported a position in OmniAb in Q4 2025 and has held it in 2 quarters since.
  • Comprehensive Financial Planning's OmniAb position peaked at $597 in Q4 2025.
  • 128 funds tracked by Wall St. Rank held OmniAb as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.