Position in ABX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$117
-$66 QoQ
Shares Held
11
-65.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 147 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABX Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $7,129,491 across 16 Insurance - Life names. ABX ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
18,633 | $2,184,719 | |
| 2 | PRU |
Prudential Financial Inc
|
16,515 | $1,782,463 | |
| 3 | GL |
Globe Life Inc.
|
5,798 | $1,035,986 | |
| 4 | MFC |
Manulife Financial Corp
|
22,584 | $914,877 | |
| 5 | UNM |
Unum Group
|
6,298 | $563,041 | |
| 6 | MET |
Metlife Inc
|
4,977 | $421,103 | |
| 7 | LNC |
Lincoln National Corp
|
3,304 | $116,796 | |
| 8 | GNW |
Genworth Financial Inc
|
3,981 | $37,700 |
All Filings in ABX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117 | 11 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $183 | 32 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||