Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s AllianceBernstein AB Stock Holding History

Cambridge Investment Research 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
Q1 		$2.17M Buy
57,835
+3,756
+7% +$148K 0.01% 1529
2025
Q4 		$2.08M Sell
54,079
-7,665
-12% -$304K 0.01% 1484
2025
Q3 		$2.36M Buy
61,744
+1,915
+3% +$76.6K 0.01% 1381
2025
Q2 		$2.44M Buy
59,829
+427
+0.7% +$16.7K 0.01% 1278
2025
Q1 		$2.28M Sell
59,402
-8,609
-13% -$324K 0.01% 1263
2024
Q4 		$2.52M Buy
68,011
+3,386
+5% +$123K 0.01% 1194
2024
Q3 		$2.25M Sell
64,625
-8,979
-12% -$307K 0.01% 1262
2024
Q2 		$2.49M Sell
73,604
-13,359
-15% -$447K 0.01% 1143
2024
Q1 		$3.02M Buy
86,963
+139
+0.2% +$4.62K 0.01% 1027
2023
Q4 		$2.69M Buy
86,824
+16,478
+23% +$485K 0.01% 1022
2023
Q3 		$2.13M Sell
70,346
-20,909
-23% -$664K 0.01% 1092
2023
Q2 		$2.94M Buy
91,255
+2,580
+3% +$88.3K 0.01% 938
2023
Q1 		$3.24M Sell
88,675
-91,699
-51% -$3.45M 0.02% 855
2022
Q4 		$6.2M Sell
180,374
-6,922
-4% -$256K 0.03% 511
2022
Q3 		$6.57M Buy
187,296
+12,042
+7% +$509K 0.04% 456
2022
Q2 		$7.29M Buy
175,254
+10,628
+6% +$446K 0.04% 432
2022
Q1 		$7.74M Buy
164,626
+8,649
+6% +$402K 0.04% 466
2021
Q4 		$7.62M Sell
155,977
-2,283
-1% -$119K 0.03% 482
2021
Q3 		$7.85M Sell
158,260
-1,697
-1% -$83.6K 0.04% 430
2021
Q2 		$7.45M Buy
159,957
+6,500
+4% +$283K 0.04% 473
2021
Q1 		$6.14M Buy
153,457
+60,223
+65% +$2.26M 0.03% 494
2020
Q4 		$3.15M Buy
93,234
+42,275
+83% +$1.34M 0.02% 692
2020
Q3 		$1.38M Sell
50,959
-1,259
-2% -$35.2K 0.01% 999
2020
Q2 		$1.42M Buy
52,218
+1,951
+4% +$45.3K 0.01% 930
2020
Q1 		$934K Buy
50,267
+1,666
+3% +$49.2K 0.01% 1006
2019
Q4 		$1.47M Sell
48,601
-2,143
-4% -$62.5K 0.01% 945
2019
Q3 		$1.49M Sell
50,744
-7,189
-12% -$209K 0.01% 870
2019
Q2 		$1.72M Buy
57,933
+65
+0.1% +$1.89K 0.02% 778
2019
Q1 		$1.67M Buy
57,868
+19,361
+50% +$568K 0.02% 787
2018
Q4 		$1.05M Sell
38,507
-14,823
-28% -$427K 0.01% 912
2018
Q3 		$1.62M Buy
53,330
+3,598
+7% +$107K 0.02% 768
2018
Q2 		$1.42M Sell
49,732
-216
-0.4% -$5.98K 0.02% 787
2018
Q1 		$1.34M Buy
49,948
+19,119
+62% +$510K 0.02% 792
2017
Q4 		$772K Buy
30,829
+9,869
+47% +$249K 0.01% 1046
2017
Q3 		$509K Buy
20,960
+667
+3% +$16.1K 0.01% 1248
2017
Q2 		$480K Buy
20,293
+4,086
+25% +$91.5K 0.01% 1224
2017
Q1 		$370K Buy
16,207
+541
+3% +$12.5K 0.01% 1242
2016
Q4 		$367K Buy
15,666
+422
+3% +$9.53K 0.01% 1168
2016
Q3 		$348K Sell
15,244
-2,899
-16% -$65.6K 0.01% 1217
2016
Q2 		$423K Sell
18,143
-1,335
-7% -$31.1K 0.01% 1011
2016
Q1 		$456K Sell
19,478
-8,985
-32% -$182K 0.01% 947
2015
Q4 		$679K Buy
28,463
+2,228
+8% +$56.1K 0.02% 713
2015
Q3 		$698K Sell
26,235
-3,266
-11% -$89.6K 0.02% 616
2015
Q2 		$871K Buy
29,501
+7,516
+34% +$233K 0.02% 559
2015
Q1 		$679K Buy
21,985
+2,418
+12% +$65.8K 0.02% 657
2014
Q4 		$505K Buy
19,567
+5,536
+39% +$142K 0.02% 774
2014
Q3 		$365K Buy
14,031
+2,236
+19% +$59.8K 0.01% 978
2014
Q2 		$305K Buy
+11,795
New +$294K 0.01% 1001

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's AB Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its AllianceBernstein (AB) stake by 6.9% in Q1 2026, buying an estimated $148K and bringing the position to 57,835 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #1529.

Cambridge Investment Research Advisors first reported a position in AB in Q2 2014 and has held it in 48 quarters since. The position peaked at $7.85M in Q3 2021. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • Cambridge Investment Research Advisors held 57,835 shares of AllianceBernstein worth $2.17M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 3,756 AllianceBernstein shares in Q1 2026, an estimated $148K.
  • AllianceBernstein made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1529 holding.
  • Cambridge Investment Research Advisors first reported a position in AllianceBernstein in Q2 2014 and has held it in 48 quarters since.
  • Cambridge Investment Research Advisors's AllianceBernstein position peaked at $7.85M in Q3 2021.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.