CPIG
AB icon

Chicago Partners Investment Group’s AllianceBernstein AB Stock Holding History

Chicago Partners Investment Group’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
Q4 		– Sell
-6,833
Closed -$276K – 1296
2025
Q3 		$276K Hold
6,833
– – 0.01% 999
2025
Q2 		$285K Hold
6,833
– – 0.01% 866
2025
Q1 		$281K Hold
6,833
– – 0.01% 714
2024
Q4 		$252K Hold
6,833
– – 0.01% 729
2024
Q3 		$257K Hold
6,833
– – 0.01% 671
2024
Q2 		$237K Buy
+6,833
New +$229K 0.01% 663

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Chicago Partners Investment Group's AB Position: Q4 2025 in Review

Chicago Partners Investment Group sold out of AllianceBernstein (AB) in Q4 2025, closing a stake of 6,833 shares — an estimated $276K sold.

Chicago Partners Investment Group first reported a position in AB in Q2 2024 and held it in 6 quarters. The position peaked at $285K in Q2 2025. 285 funds tracked by Wall St. Rank hold AB as of Q4 2025.

  • Chicago Partners Investment Group reported no remaining AllianceBernstein position as of Q4 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 6,833 AllianceBernstein shares in Q4 2025, an estimated $276K.
  • Chicago Partners Investment Group first reported a position in AllianceBernstein in Q2 2024 and held it in 6 quarters.
  • Chicago Partners Investment Group's AllianceBernstein position peaked at $285K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

Based on Chicago Partners Investment Group's 13F filing for Q4 2025, filed 28 Jan 2026.