CIBC Private Wealth Group’s AllianceBernstein AB Stock Holding History

CIBC Private Wealth 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 Q3	–	Sell	-1	Closed	-$37	–	3087
2025 Q2	$37	Hold	1	–	–	﹤0.01%	3014
2025 Q1	$30	Sell	1 -1,176	-100%	-$44.3K	﹤0.01%	3020
2024 Q4	$43.4K	Hold	1,177	–	–	﹤0.01%	1726
2024 Q3	$41.1K	Sell	1,177 -2,080	-64%	-$71.1K	﹤0.01%	1844
2024 Q2	$110K	Sell	3,257 -376	-10%	-$12.6K	﹤0.01%	1365
2024 Q1	$125K	Buy	+3,633	New	+$121K	﹤0.01%	1301
2023 Q3	–	Sell	-404,837	Closed	-$13M	–	1078
2023 Q2	$13M	Sell	404,837 -79,352	-16%	-$2.72M	0.03%	301
2023 Q1	$17.7M	Buy	484,189 +169,516	+54%	+$6.39M	0.04%	260
2022 Q4	$2.08M	Buy	+314,673	New	+$11.7M	0.01%	423
2022 Q2	–	Sell	-4,695	Closed	-$221K	–	1187
2022 Q1	$221K	Sell	4,695 -186,841	-98%	-$8.69M	﹤0.01%	936
2021 Q4	$9.36M	Buy	191,536 +863	+0.5%	+$45.1K	0.02%	336
2021 Q3	$9.45M	Buy	+190,673	New	+$9.4M	0.02%	333
2018 Q3	–	Sell	-545	Closed	-$16K	–	967
2018 Q2	$16K	Buy	545 +4	+0.7%	+$111	﹤0.01%	1455
2018 Q1	$15K	Buy	541 +141	+35%	+$3.76K	﹤0.01%	1436
2017 Q4	$10K	Buy	+400	New	+$10.1K	﹤0.01%	1538

Other funds holding AB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CIBC Private Wealth Group's AB Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of AllianceBernstein (AB) in Q3 2025, closing a stake of 1 share — an estimated $37 sold.

CIBC Private Wealth Group first reported a position in AB in Q4 2017 and held it in 15 quarters. The position peaked at $17.7M in Q1 2023. 275 funds tracked by Wall St. Rank hold AB as of Q3 2025.

CIBC Private Wealth Group reported no remaining AllianceBernstein position as of Q3 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 1 AllianceBernstein share in Q3 2025, an estimated $37.
CIBC Private Wealth Group first reported a position in AllianceBernstein in Q4 2017 and held it in 15 quarters.
CIBC Private Wealth Group's AllianceBernstein position peaked at $17.7M in Q1 2023.
275 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.