CWL
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Causey Wealth LLC’s AllianceBernstein AB Stock Holding History

Causey Wealth LLC’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 		$213K Hold
6,035
– – 0.08% 80
2026
Q1 		$226K Hold
6,035
– – 0.1% 79
2025
Q4 		$232K Hold
6,035
– – 0.11% 66
2025
Q3 		$231K Hold
6,035
– – 0.11% 64
2025
Q2 		$246K Hold
6,035
– – 0.13% 59
2025
Q1 		$231K Hold
6,035
– – 0.13% 59
2024
Q4 		$224K Buy
+6,035
New +$220K 0.13% 67

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

Causey Wealth LLC's AB Position: Q2 2026 in Review

Causey Wealth LLC held its AllianceBernstein (AB) position steady in Q2 2026 at 6,035 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #80.

Causey Wealth LLC first reported a position in AB in Q4 2024 and has held it in 7 quarters since. The position peaked at $246K in Q2 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Causey Wealth LLC held 6,035 shares of AllianceBernstein worth $213K as of Q2 2026.
  • Causey Wealth LLC left its AllianceBernstein share count unchanged in Q2 2026.
  • AllianceBernstein made up 0.08% of Causey Wealth LLC's portfolio in Q2 2026, its #80 holding.
  • Causey Wealth LLC first reported a position in AllianceBernstein in Q4 2024 and has held it in 7 quarters since.
  • Causey Wealth LLC's AllianceBernstein position peaked at $246K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.