AmeriFlex Group’s AllianceBernstein AB Stock Holding History

AmeriFlex Group’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	$59.9K	Hold	1,700	–	–	0.02%	457
2026 Q1	$63.6K	Hold	1,700	–	–	0.03%	378
2025 Q4	$65.4K	Buy	+1,700	New	+$67.4K	0.03%	363
2025 Q2	–	Sell	-714	Closed	-$27.4K	–	1053
2025 Q1	$27.4K	Buy	+714	New	+$26.9K	0.01%	621

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

AmeriFlex Group's AB Position: Q2 2026 in Review

AmeriFlex Group held its AllianceBernstein (AB) position steady in Q2 2026 at 1,700 shares worth $59.9K. The position accounts for 0.02% of the portfolio, ranked #457.

AmeriFlex Group first reported a position in AB in Q1 2025 and has held it in 4 quarters since. The position peaked at $65.4K in Q4 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

AmeriFlex Group held 1,700 shares of AllianceBernstein worth $59.9K as of Q2 2026.
AmeriFlex Group left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #457 holding.
AmeriFlex Group first reported a position in AllianceBernstein in Q1 2025 and has held it in 4 quarters since.
AmeriFlex Group's AllianceBernstein position peaked at $65.4K in Q4 2025.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.