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Chung Wu Investment Group’s AllianceBernstein AB Stock Holding History

Chung Wu 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
2026
Q2 		$3.52K Hold
100
– – ﹤0.01% 264
2026
Q1 		$3.74K Buy
+100
New +$3.93K ﹤0.01% 237

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

Chung Wu Investment Group's AB Position: Q2 2026 in Review

Chung Wu Investment Group held its AllianceBernstein (AB) position steady in Q2 2026 at 100 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Chung Wu Investment Group first reported a position in AB in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.74K in Q1 2026. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Chung Wu Investment Group held 100 shares of AllianceBernstein worth $3.52K as of Q2 2026.
  • Chung Wu Investment Group left its AllianceBernstein share count unchanged in Q2 2026.
  • AllianceBernstein made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #264 holding.
  • Chung Wu Investment Group first reported a position in AllianceBernstein in Q1 2026 and has held it in 2 quarters since.
  • Chung Wu Investment Group's AllianceBernstein position peaked at $3.74K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.