RFP
ABX

Root Financial Partners’s Abacus Global Management ABX Stock Holding History

Root Financial Partners’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
-7
Closed -$55 – 420
2026
Q1 		$55 Buy
+7
New +$61 ﹤0.01% 3368

Other funds holding ABX

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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
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 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
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

Root Financial Partners's ABX Position: Q2 2026 in Review

Root Financial Partners sold out of Abacus Global Management (ABX) in Q2 2026, closing a stake of 7 shares — an estimated $55 sold.

Root Financial Partners first reported a position in ABX in Q1 2026 and held it in 1 quarter. The position peaked at $55 in Q1 2026. 148 funds tracked by Wall St. Rank hold ABX as of Q2 2026.

  • Root Financial Partners reported no remaining Abacus Global Management position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7 Abacus Global Management shares in Q2 2026, an estimated $55.
  • Root Financial Partners first reported a position in Abacus Global Management in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Abacus Global Management position peaked at $55 in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.