CBA
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Coastal Bridge Advisors’s AllianceBernstein AB Stock Holding History

Coastal Bridge Advisors’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 		$243K Hold
6,889
– – 0.02% 419
2026
Q1 		$258K Buy
+6,889
New +$271K 0.02% 395

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

Coastal Bridge Advisors's AB Position: Q2 2026 in Review

Coastal Bridge Advisors held its AllianceBernstein (AB) position steady in Q2 2026 at 6,889 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #419.

Coastal Bridge Advisors first reported a position in AB in Q1 2026 and has held it in 2 quarters since. The position peaked at $258K in Q1 2026. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Coastal Bridge Advisors held 6,889 shares of AllianceBernstein worth $243K as of Q2 2026.
  • Coastal Bridge Advisors left its AllianceBernstein share count unchanged in Q2 2026.
  • AllianceBernstein made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #419 holding.
  • Coastal Bridge Advisors first reported a position in AllianceBernstein in Q1 2026 and has held it in 2 quarters since.
  • Coastal Bridge Advisors's AllianceBernstein position peaked at $258K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.