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 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

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return