EFA
ABX

Evernest Financial Advisors’s Abacus Global Management ABX Stock Holding History

Evernest Financial 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
2025
Q4 		– Sell
-16,000
Closed -$91.7K – 186
2025
Q3 		$91.7K Sell
16,000
-35,300
-69% -$210K 0.03% 184
2025
Q2 		$264K Buy
51,300
+40,300
+366% +$298K 0.09% 146
2025
Q1 		$82.4K Sell
11,000
-99,250
-90% -$753K 0.03% 148
2024
Q4 		$863K Buy
110,250
+42,950
+64% +$368K 0.22% 73
2024
Q3 		$681K Buy
+67,300
New +$661K 0.18% 88

Other funds holding ABX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Evernest Financial Advisors's ABX Position: Q4 2025 in Review

Evernest Financial Advisors sold out of Abacus Global Management (ABX) in Q4 2025, closing a stake of 16,000 shares — an estimated $91.7K sold.

Evernest Financial Advisors first reported a position in ABX in Q3 2024 and held it in 5 quarters. The position peaked at $863K in Q4 2024. 120 funds tracked by Wall St. Rank hold ABX as of Q4 2025.

  • Evernest Financial Advisors reported no remaining Abacus Global Management position as of Q4 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 16,000 Abacus Global Management shares in Q4 2025, an estimated $91.7K.
  • Evernest Financial Advisors first reported a position in Abacus Global Management in Q3 2024 and held it in 5 quarters.
  • Evernest Financial Advisors's Abacus Global Management position peaked at $863K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Abacus Global Management as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.