AWM
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Abound Wealth Management’s AllianceBernstein AB Stock Holding History

Abound Wealth Management’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-150
Closed -$5.62K – 1362
2026
Q1 		$5.62K Buy
+150
New +$5.89K ﹤0.01% 707

Other funds holding AB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Abound Wealth Management's AB Position: Q2 2026 in Review

Abound Wealth Management sold out of AllianceBernstein (AB) in Q2 2026, closing a stake of 150 shares — an estimated $5.62K sold.

Abound Wealth Management first reported a position in AB in Q1 2026 and held it in 1 quarter. The position peaked at $5.62K in Q1 2026. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Abound Wealth Management reported no remaining AllianceBernstein position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 150 AllianceBernstein shares in Q2 2026, an estimated $5.62K.
  • Abound Wealth Management first reported a position in AllianceBernstein in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's AllianceBernstein position peaked at $5.62K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.