Essential Partners
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Essential Partners’s Abacus Global Management ABX Stock Holding History

Essential Partners’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 		$870 Hold
108
– – ﹤0.01% 2231
2026
Q2 		$1.16K Hold
108
– – ﹤0.01% 2179
2026
Q1 		$851 Hold
108
– – ﹤0.01% 2289
2025
Q4 		$923 Sell
108
-1,414
-93% -$9.3K ﹤0.01% 2055
2025
Q3 		$8.72K Buy
+1,522
New +$9.04K ﹤0.01% 1209

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IFP Advisors
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Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's ABX Position: Q3 2026 in Review

Essential Partners held its Abacus Global Management (ABX) position steady in Q3 2026 at 108 shares worth $870. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Essential Partners first reported a position in ABX in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.72K in Q3 2025. 9 funds tracked by Wall St. Rank hold ABX as of Q3 2026.

  • Essential Partners held 108 shares of Abacus Global Management worth $870 as of Q3 2026.
  • Essential Partners left its Abacus Global Management share count unchanged in Q3 2026.
  • Abacus Global Management made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2231 holding.
  • Essential Partners first reported a position in Abacus Global Management in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Abacus Global Management position peaked at $8.72K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Abacus Global Management as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.