SWRP
ABX

Summit Wealth & Retirement Planning’s Abacus Global Management ABX Stock Holding History

Summit Wealth & Retirement Planning’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 		$107K Hold
10,000
– – 0.02% 113
2026
Q1 		$78.8K Hold
10,000
– – 0.02% 108
2025
Q4 		$85.5K Hold
10,000
– – 0.02% 111
2025
Q3 		$57.3K Buy
+10,000
New +$59.4K 0.01% 105

Other funds holding ABX

RA
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
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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Wealth & Retirement Planning's ABX Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Abacus Global Management (ABX) position steady in Q2 2026 at 10,000 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #113.

Summit Wealth & Retirement Planning first reported a position in ABX in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold ABX as of Q2 2026.

  • Summit Wealth & Retirement Planning held 10,000 shares of Abacus Global Management worth $107K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its Abacus Global Management share count unchanged in Q2 2026.
  • Abacus Global Management made up 0.02% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #113 holding.
  • Summit Wealth & Retirement Planning first reported a position in Abacus Global Management in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.