Armstrong Advisory Group’s AllianceBernstein AB Stock Holding History

Armstrong Advisory 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 Q3	$10.3K	Hold	295	–	–	﹤0.01%	696
2026 Q2	$10.4K	Hold	295	–	–	﹤0.01%	706
2026 Q1	$11K	Hold	295	–	–	﹤0.01%	671
2025 Q4	$11.4K	Hold	295	–	–	﹤0.01%	657
2025 Q3	$11.3K	Sell	295 -208	-41%	-$8.32K	﹤0.01%	654
2025 Q2	$20.5K	Hold	503	–	–	﹤0.01%	535
2025 Q1	$18.7K	Hold	503	–	–	﹤0.01%	527
2024 Q4	$18.7K	Hold	503	–	–	﹤0.01%	527
2024 Q3	$17.6K	Hold	503	–	–	﹤0.01%	528
2024 Q2	$17K	Sell	503 -1,133	-69%	-$37.9K	﹤0.01%	521
2024 Q1	$50.8K	Hold	1,636	–	–	﹤0.01%	341
2023 Q4	$50.8K	Sell	1,636 -1,842	-53%	-$54.2K	﹤0.01%	341
2023 Q3	$106K	Hold	3,478	–	–	0.01%	228
2023 Q2	$112K	Sell	3,478 -367	-10%	-$12.6K	0.01%	226
2023 Q1	$141K	Hold	3,845	–	–	0.02%	200
2022 Q4	$132K	Buy	+3,845	New	+$142K	0.02%	210

Other funds holding AB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Armstrong Advisory Group's AB Position: Q3 2026 in Review

Armstrong Advisory Group held its AllianceBernstein (AB) position steady in Q3 2026 at 295 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Armstrong Advisory Group first reported a position in AB in Q4 2022 and has held it in 16 quarters since. The position peaked at $141K in Q1 2023. 51 funds tracked by Wall St. Rank hold AB as of Q3 2026.

Armstrong Advisory Group held 295 shares of AllianceBernstein worth $10.3K as of Q3 2026.
Armstrong Advisory Group left its AllianceBernstein share count unchanged in Q3 2026.
AllianceBernstein made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #696 holding.
Armstrong Advisory Group first reported a position in AllianceBernstein in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's AllianceBernstein position peaked at $141K in Q1 2023.
51 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.