LPL Financial
ABX

LPL Financial’s Abacus Global Management ABX Stock Holding History

LPL Financial’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 		– Sell
-12,135
Closed -$95.6K – 6202
2026
Q1 		$95.6K Buy
+12,135
New +$105K ﹤0.01% 5686
2025
Q2 		– Sell
-20,268
Closed -$152K – 5550
2025
Q1 		$152K Sell
20,268
-3,020
-13% -$22.9K ﹤0.01% 4940
2024
Q4 		$182K Buy
23,288
+5,507
+31% +$47.2K ﹤0.01% 4846
2024
Q3 		$180K Buy
+17,781
New +$175K ﹤0.01% 4758
2022
Q1 		– Sell
-12,600
Closed -$124K – 4175
2021
Q4 		$124K Hold
12,600
– – ﹤0.01% 4091
2021
Q3 		$124K Hold
12,600
– – ﹤0.01% 4094
2021
Q2 		$123K Hold
12,600
– – ﹤0.01% 4018
2021
Q1 		$123K Buy
+12,600
New +$129K ﹤0.01% 3883

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

LPL Financial's ABX Position: Q2 2026 in Review

LPL Financial sold out of Abacus Global Management (ABX) in Q2 2026, closing a stake of 12,135 shares — an estimated $95.6K sold.

LPL Financial first reported a position in ABX in Q1 2021 and held it in 8 quarters. The position peaked at $182K in Q4 2024. 135 funds tracked by Wall St. Rank hold ABX as of Q2 2026.

  • LPL Financial reported no remaining Abacus Global Management position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 12,135 Abacus Global Management shares in Q2 2026, an estimated $95.6K.
  • LPL Financial first reported a position in Abacus Global Management in Q1 2021 and held it in 8 quarters.
  • LPL Financial's Abacus Global Management position peaked at $182K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.