Evernest Financial Advisors »

Abacus Life shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Abacus Life (ABL) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Abacus Life

Tip: Access up to 7 years of quarterly data

All positions including Abacus Life held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Abacus Life by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $92k 16k 5.73
2025-06-30 $264k 51k 5.14
2025-03-31 $82k 11k 7.49
2024-12-31 $863k 110k 7.83
2024-09-30 $681k 67k 10.12

More positions owned by Evernest Financial Advisors

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust Fundamental Smal (FFSM)
Capital Group International SHS (CGIE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Capitol Ser Tr Fairlead Tactica (TACK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group Conservative E SHS (CGCV)

View all positions for Evernest Financial Advisors

Top funds holding Abacus Life

BlackRock
Alyeska Investment Group
Vanguard Group
Mendon Capital Advisors Corp.
Royce & Associates
Goldman Sachs Group
RMB Capital Management
Allspring Global Investments Holdings
Citadel Advisors
Alta Fundamental Advisers
State of Wisconsin Investment Board
CSM Advisors
Geode Capital Management
AWM Investment Company
Kennedy Capital Management

View all funds holding Abacus Life