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B. Riley Wealth Advisors’s AllianceBernstein AB Stock Holding History

B. Riley Wealth Advisors’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 		$2.65M Buy
75,577
+2,102
+3% +$79.5K 0.14% 147
2026
Q1 		$2.68M Buy
73,475
+2,130
+3% +$83.7K 0.17% 134
2025
Q4 		$2.75M Buy
71,345
+1,448
+2% +$57.4K 0.13% 164
2025
Q3 		$2.67M Sell
69,897
-6,889
-9% -$276K 0.12% 163
2025
Q2 		$3.13M Buy
76,786
+2,488
+3% +$97.5K 0.15% 149
2025
Q1 		$2.85M Buy
74,298
+7,515
+11% +$283K 0.08% 244
2024
Q4 		$2.48M Buy
66,783
+24,575
+58% +$896K 0.08% 242
2024
Q3 		$1.47M Sell
42,208
-12,063
-22% -$412K 0.04% 394
2024
Q2 		$1.83M Buy
54,271
+43,088
+385% +$1.44M 0.05% 369
2024
Q1 		$339K Sell
11,183
-8,851
-44% -$294K 0.01% 983
2023
Q4 		$622K Buy
20,034
+8,851
+79% +$260K 0.02% 710
2023
Q3 		$339K Buy
11,183
+2,133
+24% +$67.7K 0.01% 983
2023
Q2 		$291K Buy
9,050
+1,443
+19% +$49.4K 0.01% 1136
2023
Q1 		$278K Buy
7,607
+70
+0.9% +$2.64K 0.01% 1110
2022
Q4 		$259K Buy
7,537
+1,077
+17% +$39.9K 0.01% 1112
2022
Q3 		$227K Sell
6,460
-2,875
-31% -$122K 0.01% 1169
2022
Q2 		$389K Sell
9,335
-245
-3% -$10.3K 0.02% 759
2022
Q1 		$451K Buy
9,580
+798
+9% +$37.1K 0.01% 800
2021
Q4 		$429K Buy
8,782
+436
+5% +$22.8K 0.01% 900
2021
Q3 		$414K Sell
8,346
-266
-3% -$13.1K 0.01% 875
2021
Q2 		$401K Sell
8,612
-293
-3% -$12.8K 0.01% 880
2021
Q1 		$357K Buy
+8,905
New +$334K 0.01% 906
2015
Q1 		– Sell
-4,473
Closed -$116K – 592
2014
Q4 		$116K Buy
+4,473
New +$115K ﹤0.01% 1641
2014
Q3 		– Sell
-5,155
Closed -$133K – 671
2014
Q2 		$133K Sell
5,155
-392
-7% -$9.78K 0.03% 605
2014
Q1 		$139K Buy
5,547
+1,013
+22% +$23.7K 0.04% 517
2013
Q4 		$97K Sell
4,534
-791
-15% -$17K 0.03% 555
2013
Q3 		$106K Buy
5,325
+1,850
+53% +$38.3K 0.04% 528
2013
Q2 		$72K Buy
+3,475
New +$82.4K 0.02% 619

Other funds holding AB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
UBS Group
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Advisors's AB Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its AllianceBernstein (AB) stake by 2.9% in Q2 2026, buying an estimated $79.5K and bringing the position to 75,577 shares worth $2.65M. The position accounts for 0.14% of the portfolio, ranked #147.

B. Riley Wealth Advisors first reported a position in AB in Q2 2013 and has held it in 28 quarters since. The position peaked at $3.13M in Q2 2025. 293 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • B. Riley Wealth Advisors held 75,577 shares of AllianceBernstein worth $2.65M as of Q2 2026.
  • B. Riley Wealth Advisors bought 2,102 AllianceBernstein shares in Q2 2026, an estimated $79.5K.
  • AllianceBernstein made up 0.14% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • B. Riley Wealth Advisors first reported a position in AllianceBernstein in Q2 2013 and has held it in 28 quarters since.
  • B. Riley Wealth Advisors's AllianceBernstein position peaked at $3.13M in Q2 2025.
  • 293 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.