CPC
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CFC Planning Company’s AllianceBernstein AB Stock Holding History

CFC Planning Company’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
2025
Q3 		– Sell
-5,633
Closed -$230K – 95
2025
Q2 		$230K Buy
+5,633
New +$221K 0.22% 73

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CFC Planning Company's AB Position: Q3 2025 in Review

CFC Planning Company sold out of AllianceBernstein (AB) in Q3 2025, closing a stake of 5,633 shares — an estimated $230K sold.

CFC Planning Company first reported a position in AB in Q2 2025 and held it in 1 quarter. The position peaked at $230K in Q2 2025. 275 funds tracked by Wall St. Rank hold AB as of Q3 2025.

  • CFC Planning Company reported no remaining AllianceBernstein position as of Q3 2025 after selling out during the quarter.
  • CFC Planning Company sold 5,633 AllianceBernstein shares in Q3 2025, an estimated $230K.
  • CFC Planning Company first reported a position in AllianceBernstein in Q2 2025 and held it in 1 quarter.
  • CFC Planning Company's AllianceBernstein position peaked at $230K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2025.

Based on CFC Planning Company's 13F filing for Q3 2025, filed 29 Oct 2025.