EverSource Wealth Advisors’s OmniAb OABI Stock Holding History

EverSource Wealth Advisors’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 Q2	$1.28K	Buy	521 +11	+2%	+$22	﹤0.01%	3886
2026 Q1	$801	Sell	510 -1,493	-75%	-$2.69K	﹤0.01%	3930
2025 Q4	$3.71K	Buy	2,003 +1,338	+201%	+$2.33K	﹤0.01%	3238
2025 Q3	$1.06K	Sell	665 -460	-41%	-$841	﹤0.01%	3748
2025 Q2	$1.96K	Buy	+1,125	New	+$1.88K	﹤0.01%	3515
2025 Q1	–	Sell	-60	Closed	-$212	–	4131
2024 Q4	$212	Buy	+60	New	+$237	﹤0.01%	3424

Other funds holding OABI

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EverSource Wealth Advisors increased its OmniAb (OABI) stake by 2.2% in Q2 2026, buying an estimated $22 and bringing the position to 521 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3886.

EverSource Wealth Advisors first reported a position in OABI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.71K in Q4 2025. 131 funds tracked by Wall St. Rank hold OABI as of Q2 2026.

EverSource Wealth Advisors held 521 shares of OmniAb worth $1.28K as of Q2 2026.
EverSource Wealth Advisors bought 11 OmniAb shares in Q2 2026, an estimated $22.
OmniAb made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3886 holding.
EverSource Wealth Advisors first reported a position in OmniAb in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's OmniAb position peaked at $3.71K in Q4 2025.
131 funds tracked by Wall St. Rank held OmniAb as of Q2 2026.

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