Root Financial Partners
ABX icon

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
Q3 		$371 Buy
+46
New +$451 ﹤0.01% 3337
2026
Q2 		– Sell
-7
Closed -$55 – 420
2026
Q1 		$55 Buy
+7
New +$61 ﹤0.01% 3368

Other funds holding ABX

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
QTR Family Wealth
QTR Family Wealth Lake Mary, Florida $270M AUM 34.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Root Financial Partners's ABX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Abacus Global Management (ABX) in Q3 2026: 46 shares worth $371. The stake represents ﹤0.01% of the portfolio and ranks #3337 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ABX as recently as Q1 2026.

Root Financial Partners first reported a position in ABX in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold ABX as of Q3 2026.

  • Root Financial Partners held 46 shares of Abacus Global Management worth $371 as of Q3 2026.
  • Abacus Global Management was a new Root Financial Partners position in Q3 2026.
  • Abacus Global Management made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3337 holding.
  • Root Financial Partners first reported a position in Abacus Global Management in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Abacus Global Management as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.