Kestra Private Wealth Services’s Abacus Global Management ABX Stock Holding History

Kestra Private Wealth Services’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 Q3	–	Sell	-13,161	Closed	-$67.6K	–	1669
2025 Q2	$67.6K	Sell	13,161 -3,500	-21%	-$25.9K	﹤0.01%	1567
2025 Q1	$125K	Buy	16,661 +1,100	+7%	+$8.35K	﹤0.01%	1438
2024 Q4	$122K	Buy	+15,561	New	+$133K	﹤0.01%	1359

Other funds holding ABX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Private Wealth Services's ABX Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Abacus Global Management (ABX) in Q3 2025, closing a stake of 13,161 shares — an estimated $67.6K sold.

Kestra Private Wealth Services first reported a position in ABX in Q4 2024 and held it in 3 quarters. The position peaked at $125K in Q1 2025. 119 funds tracked by Wall St. Rank hold ABX as of Q3 2025.

Kestra Private Wealth Services reported no remaining Abacus Global Management position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 13,161 Abacus Global Management shares in Q3 2025, an estimated $67.6K.
Kestra Private Wealth Services first reported a position in Abacus Global Management in Q4 2024 and held it in 3 quarters.
Kestra Private Wealth Services's Abacus Global Management position peaked at $125K in Q1 2025.
119 funds tracked by Wall St. Rank held Abacus Global Management as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.