LI
ABX

LRI Investments’s Abacus Global Management ABX Stock Holding History

LRI Investments’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 		$5.36K Hold
500
– – ﹤0.01% 1135
2026
Q1 		$3.94K Buy
+500
New +$4.33K ﹤0.01% 1150

Other funds holding ABX

QFW
QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

LRI Investments's ABX Position: Q2 2026 in Review

LRI Investments held its Abacus Global Management (ABX) position steady in Q2 2026 at 500 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

LRI Investments first reported a position in ABX in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold ABX as of Q2 2026.

  • LRI Investments held 500 shares of Abacus Global Management worth $5.36K as of Q2 2026.
  • LRI Investments left its Abacus Global Management share count unchanged in Q2 2026.
  • Abacus Global Management made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1135 holding.
  • LRI Investments first reported a position in Abacus Global Management in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.