Rise Advisors’s OmniAb OABI Stock Holding History

Rise Advisors’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	–	Sell	-1,725	Closed	-$4.14K	–	1617
2025 Q1	$4.14K	Hold	1,725	–	–	﹤0.01%	1159
2024 Q4	$6.11K	Hold	1,725	–	–	﹤0.01%	1043
2024 Q3	$7.3K	Hold	1,725	–	–	﹤0.01%	1053
2024 Q2	$6.47K	Hold	1,725	–	–	﹤0.01%	1063
2024 Q1	$9.35K	Hold	1,725	–	–	0.01%	1051
2023 Q4	$10.6K	Hold	1,725	–	–	0.01%	315
2023 Q3	$8.95K	Buy	+1,725	New	+$9.21K	0.01%	324

Other funds holding OABI

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Rise Advisors's OABI Position: Q2 2025 in Review

Rise Advisors sold out of OmniAb (OABI) in Q2 2025, closing a stake of 1,725 shares — an estimated $4.14K sold.

Rise Advisors first reported a position in OABI in Q3 2023 and held it in 7 quarters. The position peaked at $10.6K in Q4 2023. 144 funds tracked by Wall St. Rank hold OABI as of Q2 2025.

Rise Advisors reported no remaining OmniAb position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 1,725 OmniAb shares in Q2 2025, an estimated $4.14K.
Rise Advisors first reported a position in OmniAb in Q3 2023 and held it in 7 quarters.
Rise Advisors's OmniAb position peaked at $10.6K in Q4 2023.
144 funds tracked by Wall St. Rank held OmniAb as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.