EWA
ABX

EverSource Wealth Advisors’s Abacus Global Management ABX Stock Holding History

EverSource Wealth 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
Q2 		$1.23K Sell
115
-19
-14% -$174 ﹤0.01% 3898
2026
Q1 		$1.06K Buy
134
+39
+41% +$338 ﹤0.01% 3843
2025
Q4 		$813 Sell
95
-73
-43% -$480 ﹤0.01% 3762
2025
Q3 		$963 Buy
+168
New +$998 ﹤0.01% 3771

Other funds holding ABX

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's ABX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Abacus Global Management (ABX) stake by 14% in Q2 2026, selling an estimated $174 and leaving 115 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3898.

EverSource Wealth Advisors first reported a position in ABX in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold ABX as of Q2 2026.

  • EverSource Wealth Advisors held 115 shares of Abacus Global Management worth $1.23K as of Q2 2026.
  • EverSource Wealth Advisors sold 19 Abacus Global Management shares in Q2 2026, an estimated $174.
  • Abacus Global Management made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3898 holding.
  • EverSource Wealth Advisors first reported a position in Abacus Global Management in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.