IWC
ABX

Integrated Wealth Concepts’s Abacus Global Management ABX Stock Holding History

Integrated Wealth Concepts’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 		$3.48K Buy
+325
New +$2.97K ﹤0.01% 5151

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

Integrated Wealth Concepts's ABX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Abacus Global Management (ABX) in Q2 2026: 325 shares worth $3.48K. The stake represents ﹤0.01% of the portfolio and ranks #5151 among its holdings.

135 funds tracked by Wall St. Rank hold ABX as of Q2 2026.

  • Integrated Wealth Concepts held 325 shares of Abacus Global Management worth $3.48K as of Q2 2026.
  • Abacus Global Management was a new Integrated Wealth Concepts position in Q2 2026.
  • Abacus Global Management made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5151 holding.
  • 135 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.