Cerity Partners
AB icon

Cerity Partners’s AllianceBernstein AB Stock Holding History

Cerity Partners’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 		$385K Buy
10,286
+133
+1% +$5.22K ﹤0.01% 2441
2025
Q4 		$391K Buy
10,153
+1,720
+20% +$68.2K ﹤0.01% 2251
2025
Q3 		$322K Buy
+8,433
New +$338K ﹤0.01% 2224
2023
Q2 		– Sell
-300
Closed -$10.3M – 1632
2023
Q1 		$10.3M Buy
+300
New +$11.3K 0.02% 352

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

Cerity Partners's AB Position: Q1 2026 in Review

Cerity Partners increased its AllianceBernstein (AB) stake by 1.3% in Q1 2026, buying an estimated $5.22K and bringing the position to 10,286 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Cerity Partners first reported a position in AB in Q1 2023 and has held it in 4 quarters since. The position peaked at $10.3M in Q1 2023. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • Cerity Partners held 10,286 shares of AllianceBernstein worth $385K as of Q1 2026.
  • Cerity Partners bought 133 AllianceBernstein shares in Q1 2026, an estimated $5.22K.
  • AllianceBernstein made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2441 holding.
  • Cerity Partners first reported a position in AllianceBernstein in Q1 2023 and has held it in 4 quarters since.
  • Cerity Partners's AllianceBernstein position peaked at $10.3M in Q1 2023.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.