Personal CFO Solutions
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Personal CFO Solutions’s ABM Industries ABM Stock Holding History

Personal CFO Solutions’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$204K Buy
+4,240
New +$202K 0.03% 463
2024
Q1 		– Sell
-4,642
Closed -$208K – 542
2023
Q4 		$208K Sell
4,642
-854
-16% -$36.1K 0.04% 481
2023
Q3 		$220K Buy
5,496
+56
+1% +$2.42K 0.04% 413
2023
Q2 		$232K Buy
5,440
+68
+1% +$2.95K 0.05% 407
2023
Q1 		$241K Sell
5,372
-27
-0.5% -$1.25K 0.05% 381
2022
Q4 		$240K Buy
+5,399
New +$237K 0.05% 364
2022
Q3 		– Sell
-5,165
Closed -$224K – 415
2022
Q2 		$224K Sell
5,165
-46
-0.9% -$2.13K 0.05% 357
2022
Q1 		$240K Buy
5,211
+234
+5% +$10.2K 0.05% 394
2021
Q4 		$203K Sell
4,977
-5
-0.1% -$226 0.04% 440
2021
Q3 		$224K Buy
4,982
+300
+6% +$13.9K 0.05% 393
2021
Q2 		$208K Buy
4,682
+56
+1% +$2.81K 0.04% 401
2021
Q1 		$236K Buy
+4,626
New +$203K 0.05% 338

Other funds holding ABM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Personal CFO Solutions's ABM Position: Q3 2026 in Review

Personal CFO Solutions opened a new position in ABM Industries (ABM) in Q3 2026: 4,240 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #463 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in ABM as recently as Q4 2023.

Personal CFO Solutions first reported a position in ABM in Q1 2021 and has held it in 12 quarters since. The position peaked at $241K in Q1 2023. 138 funds tracked by Wall St. Rank hold ABM as of Q3 2026.

  • Personal CFO Solutions held 4,240 shares of ABM Industries worth $204K as of Q3 2026.
  • ABM Industries was a new Personal CFO Solutions position in Q3 2026.
  • ABM Industries made up 0.03% of Personal CFO Solutions's portfolio in Q3 2026, its #463 holding.
  • Personal CFO Solutions first reported a position in ABM Industries in Q1 2021 and has held it in 12 quarters since.
  • Personal CFO Solutions's ABM Industries position peaked at $241K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held ABM Industries as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.