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Atria Wealth Solutions’s AllianceBernstein AB Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-7,134
Closed -$273K – 1464
2025
Q1 		$273K Sell
7,134
-337
-5% -$12.7K ﹤0.01% 1527
2024
Q4 		$277K Buy
+7,471
New +$272K ﹤0.01% 1610
2024
Q2 		– Sell
-6,107
Closed -$212K – 1918
2024
Q1 		$212K Sell
6,107
-2,301
-27% -$76.5K ﹤0.01% 1789
2023
Q4 		$261K Sell
8,408
-14,693
-64% -$432K ﹤0.01% 1598
2023
Q3 		$701K Buy
23,101
+6,545
+40% +$208K 0.01% 975
2023
Q2 		$532K Sell
16,556
-5,916
-26% -$203K 0.01% 1129
2023
Q1 		$822K Sell
22,472
-223
-1% -$8.4K 0.01% 880
2022
Q4 		$780K Buy
22,695
+341
+2% +$12.6K 0.01% 872
2022
Q3 		$784K Buy
22,354
+13,812
+162% +$584K 0.01% 815
2022
Q2 		$355K Sell
8,542
-10,833
-56% -$455K 0.01% 1130
2022
Q1 		$911K Buy
+19,375
New +$901K 0.02% 778

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Atria Wealth Solutions's AB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of AllianceBernstein (AB) in Q2 2025, closing a stake of 7,134 shares — an estimated $273K sold.

Atria Wealth Solutions first reported a position in AB in Q1 2022 and held it in 11 quarters. The position peaked at $911K in Q1 2022. 276 funds tracked by Wall St. Rank hold AB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining AllianceBernstein position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,134 AllianceBernstein shares in Q2 2025, an estimated $273K.
  • Atria Wealth Solutions first reported a position in AllianceBernstein in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's AllianceBernstein position peaked at $911K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.