Advisory Advocates’s AllianceBernstein AB Stock Holding History

Advisory Advocates’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	$280K	Hold	7,950	–	–	0.24%	141
2026 Q1	$298K	Sell	7,950 -500	-6%	-$19.6K	0.3%	116
2025 Q4	$325K	Buy	+8,450	New	+$335K	0.32%	108

Other funds holding AB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advisory Advocates's AB Position: Q2 2026 in Review

Advisory Advocates held its AllianceBernstein (AB) position steady in Q2 2026 at 7,950 shares worth $280K. The position accounts for 0.24% of the portfolio, ranked #141.

Advisory Advocates first reported a position in AB in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q4 2025. 276 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Advisory Advocates held 7,950 shares of AllianceBernstein worth $280K as of Q2 2026.
Advisory Advocates left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up 0.24% of Advisory Advocates's portfolio in Q2 2026, its #141 holding.
Advisory Advocates first reported a position in AllianceBernstein in Q4 2025 and has held it in 3 quarters since.
Advisory Advocates's AllianceBernstein position peaked at $325K in Q4 2025.
276 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.