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Ameritas Advisory Services’s AllianceBernstein AB Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-765
Closed -$29.3K – 932
2025
Q3 		$29.3K Sell
765
-21,314
-97% -$853K ﹤0.01% 1292
2025
Q2 		$901K Sell
22,079
-600
-3% -$23.5K 0.05% 376
2025
Q1 		$868K Sell
22,679
-1,440
-6% -$54.2K 0.04% 443
2024
Q4 		$895K Buy
24,119
+766
+3% +$27.9K 0.03% 446
2024
Q3 		$815K Buy
23,353
+910
+4% +$31.1K 0.04% 434
2024
Q2 		$758K Buy
22,443
+167
+0.7% +$5.59K 0.03% 480
2024
Q1 		$772K Buy
22,276
+89
+0.4% +$2.96K 0.03% 447
2023
Q4 		$694K Sell
22,187
-1,580
-7% -$46.5K 0.04% 358
2023
Q3 		$719K Buy
+23,767
New +$755K 0.04% 415
2023
Q2 		– Sell
-19,931
Closed -$710K – 559
2023
Q1 		$710K Sell
19,931
-4,627
-19% -$174K 0.04% 392
2022
Q4 		$844K Buy
24,558
+7,385
+43% +$274K 0.04% 395
2022
Q3 		$602K Buy
17,173
+2,171
+14% +$91.7K 0.04% 391
2022
Q2 		$624K Buy
15,002
+7,544
+101% +$317K 0.04% 399
2022
Q1 		$351K Buy
7,458
+1,415
+23% +$65.8K 0.01% 609
2021
Q4 		$295K Buy
+6,043
New +$316K 0.01% 649

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameritas Advisory Services's AB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of AllianceBernstein (AB) in Q4 2025, closing a stake of 765 shares — an estimated $29.3K sold.

Ameritas Advisory Services first reported a position in AB in Q4 2021 and held it in 15 quarters. The position peaked at $901K in Q2 2025. 284 funds tracked by Wall St. Rank hold AB as of Q4 2025.

  • Ameritas Advisory Services reported no remaining AllianceBernstein position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 765 AllianceBernstein shares in Q4 2025, an estimated $29.3K.
  • Ameritas Advisory Services first reported a position in AllianceBernstein in Q4 2021 and held it in 15 quarters.
  • Ameritas Advisory Services's AllianceBernstein position peaked at $901K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.