SPIA
ABX

Steward Partners Investment Advisory’s Abacus Global Management ABX Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-16
Closed -$120 – 4119
2025
Q1 		$120 Hold
16
– – ﹤0.01% 3938
2024
Q4 		$125 Buy
+16
New +$137 ﹤0.01% 3915

Other funds holding ABX

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Steward Partners Investment Advisory's ABX Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Abacus Global Management (ABX) in Q2 2025, closing a stake of 16 shares — an estimated $120 sold.

Steward Partners Investment Advisory first reported a position in ABX in Q4 2024 and held it in 2 quarters. The position peaked at $125 in Q4 2024. 91 funds tracked by Wall St. Rank hold ABX as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Abacus Global Management position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 16 Abacus Global Management shares in Q2 2025, an estimated $120.
  • Steward Partners Investment Advisory first reported a position in Abacus Global Management in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Abacus Global Management position peaked at $125 in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.