Abound Wealth Management Banks—Regional

Abound Wealth Management

  • $354 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.75B
$380 Million 0.11% of portfolio
7,311
Q2 2025 New
$28.3B
$100 Million 0.03% of portfolio
2,441
Q2 2025 Reduced 3.25%
$56.8B
$89.8 Million 0.03% of portfolio
2,089
Q2 2025 Added 134.72%
$3.16B
$69.5 Million 0.02% of portfolio
1,222
Q4 2024 Added 0.83%
$212M
$53.5 Million 0.02% of portfolio
1,762
Q2 2025 New
$6.45B
$53.2 Million 0.02% of portfolio
1,665
Q1 2025 Added 223.3%
$76.2B
$37.7 Million 0.01% of portfolio
202
Q2 2025 Reduced 2.88%
$66.2B
$25.4 Million 0.01% of portfolio
561
Q2 2025 Added 19.87%
$16.2B
$24.4 Million 0.01% of portfolio
1,403
Q2 2025 Added 555.61%
$3.11B
$14.2 Million 0.0% of portfolio
475
Q1 2025 Added 1,087.5%
$23B
$5.46 Million 0.0% of portfolio
232
Q2 2025 New
$7.82B
$4.85 Million 0.0% of portfolio
38
Q2 2025 Added 2.7%
$32.2B
$4.29 Million 0.0% of portfolio
22
Q1 2025 Reduced 26.67%
$23.1B
$2.71 Million 0.0% of portfolio
161
Q3 2023 Reduced 28.13%
$138B
$2.38 Million 0.0% of portfolio
31
Q2 2025 Reduced 11.43%
$114B
$1.99 Million 0.0% of portfolio
59
Q2 2025 Reduced 7.81%
$13.3B
$1.49 Million 0.0% of portfolio
30
Q1 2025 Reduced 37.5%
$1.46B
$1.19 Million 0.0% of portfolio
40
Q1 2023 New
$17.8B
$904,000 0.0% of portfolio
20
Q1 2025 Reduced 33.33%
$31.3B
$826,000 0.0% of portfolio
10
Q1 2025 Reduced 44.44%
$79B
$601,000 0.0% of portfolio
108
Q1 2025 Reduced 50.0%
$75.1B
$595,000 0.0% of portfolio
140
Q2 2025 Reduced 10.26%
$19.8B
$448,000 0.0% of portfolio
2
Q4 2024 Added 100.0%
$4.43B
$311,000 0.0% of portfolio
4
Q3 2024 Reduced 33.33%
$14.5B
$305,000 0.0% of portfolio
10
Q1 2025 Reduced 58.33%
$11.3B
$278,000 0.0% of portfolio
11
Q2 2024 Reduced 52.17%
$30.9B
$269,000 0.0% of portfolio
87
Q1 2025 Reduced 47.59%
$4.86B
$259,000 0.0% of portfolio
4
Q2 2025 Reduced 20.0%
$5.28B
$229,000 0.0% of portfolio
3
Q3 2024 New
$3.78B
$228,000 0.0% of portfolio
4
Q1 2025 Reduced 33.33%
$3.43B
$220,000 0.0% of portfolio
4
Q1 2025 New
$2.08B
$216,000 0.0% of portfolio
6
Q1 2025 Reduced 33.33%
$2.62B
$203,000 0.0% of portfolio
3
Q1 2025 Reduced 25.0%
$3.09B
$199,000 0.0% of portfolio
11
Q2 2025 Reduced 8.33%
$1.48B
$190,000 0.0% of portfolio
5
Q1 2025 Reduced 16.67%
$3.05B
$189,000 0.0% of portfolio
3
Q1 2025 Reduced 25.0%
$959M
$189,000 0.0% of portfolio
3
Q1 2025 Reduced 25.0%
$1.58B
$185,000 0.0% of portfolio
3
Q3 2024 Reduced 25.0%
$906M
$183,000 0.0% of portfolio
13
Q1 2025 Reduced 27.78%
$2.89B
$178,000 0.0% of portfolio
5
Q1 2025 Reduced 28.57%
$2.13B
$177,000 0.0% of portfolio
3
Q1 2025 Reduced 25.0%
$2.72B
$168,000 0.0% of portfolio
1
Q1 2025 Reduced 50.0%
$562M
$117,000 0.0% of portfolio
6
Q1 2025 Reduced 33.33%
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