Cerity Partners
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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
Q2 		$376K Buy
10,670
+384
+4% +$14.5K ﹤0.01% 2630
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

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

Cerity Partners's AB Position: Q2 2026 in Review

Cerity Partners increased its AllianceBernstein (AB) stake by 3.7% in Q2 2026, buying an estimated $14.5K and bringing the position to 10,670 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Cerity Partners first reported a position in AB in Q1 2023 and has held it in 5 quarters since. The position peaked at $10.3M in Q1 2023. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Cerity Partners held 10,670 shares of AllianceBernstein worth $376K as of Q2 2026.
  • Cerity Partners bought 384 AllianceBernstein shares in Q2 2026, an estimated $14.5K.
  • AllianceBernstein made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2630 holding.
  • Cerity Partners first reported a position in AllianceBernstein in Q1 2023 and has held it in 5 quarters since.
  • Cerity Partners's AllianceBernstein position peaked at $10.3M in Q1 2023.
  • 292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.