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Northeast Financial Consultants’s OmniAb OABI Stock Holding History

Northeast Financial Consultants’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
2025
Q2 		$193K Hold
110,996
– – 0.01% 292
2025
Q1 		$266K Hold
110,996
– – 0.01% 250
2024
Q4 		$393K Buy
+110,996
New +$439K 0.02% 216

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RHJA
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PMG
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Geode Capital Management
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

Northeast Financial Consultants's OABI Position: Q2 2025 in Review

Northeast Financial Consultants held its OmniAb (OABI) position steady in Q2 2025 at 110,996 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #292.

Northeast Financial Consultants first reported a position in OABI in Q4 2024 and has held it in 3 quarters since. The position peaked at $393K in Q4 2024. 144 funds tracked by Wall St. Rank hold OABI as of Q2 2025.

  • Northeast Financial Consultants held 110,996 shares of OmniAb worth $193K as of Q2 2025.
  • Northeast Financial Consultants left its OmniAb share count unchanged in Q2 2025.
  • OmniAb made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #292 holding.
  • Northeast Financial Consultants first reported a position in OmniAb in Q4 2024 and has held it in 3 quarters since.
  • Northeast Financial Consultants's OmniAb position peaked at $393K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held OmniAb as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.