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

CSM 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
Q3 		$7.76M Sell
962,602
-3,127
-0.3% -$30.7K 0.17% 136
2026
Q2 		$10.3M Buy
965,729
+58,264
+6% +$532K 0.22% 109
2026
Q1 		$7.15M Sell
907,465
-140,547
-13% -$1.22M 0.18% 134
2025
Q4 		$8.96M Buy
1,048,012
+101,585
+11% +$668K 0.24% 89
2025
Q3 		$5.42M Buy
946,427
+141,737
+18% +$842K 0.15% 155
2025
Q2 		$4.14M Buy
+804,690
New +$5.94M 0.12% 200

Other funds holding ABX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $232M AUM 38.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

CSM Advisors's ABX Position: Q3 2026 in Review

CSM Advisors reduced its Abacus Global Management (ABX) stake by 0.32% in Q3 2026, selling an estimated $30.7K and leaving 962,602 shares worth $7.76M. The position accounts for 0.17% of the portfolio, ranked #136.

CSM Advisors first reported a position in ABX in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.3M in Q2 2026. 106 funds tracked by Wall St. Rank hold ABX as of Q3 2026.

  • CSM Advisors held 962,602 shares of Abacus Global Management worth $7.76M as of Q3 2026.
  • CSM Advisors sold 3,127 Abacus Global Management shares in Q3 2026, an estimated $30.7K.
  • Abacus Global Management made up 0.17% of CSM Advisors's portfolio in Q3 2026, its #136 holding.
  • CSM Advisors first reported a position in Abacus Global Management in Q2 2025 and has held it in 6 quarters since.
  • CSM Advisors's Abacus Global Management position peaked at $10.3M in Q2 2026.
  • 106 funds tracked by Wall St. Rank held Abacus Global Management as of Q3 2026.

Based on CSM Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.