Consolidated Planning Corp’s AllianceBernstein AB Stock Holding History

Consolidated Planning Corp’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	$248K	Hold	7,051	–	–	0.03%	136
2026 Q1	$264K	Hold	7,051	–	–	0.04%	129
2025 Q4	$271K	Hold	7,051	–	–	0.03%	182
2025 Q3	$269K	Hold	7,051	–	–	0.03%	170
2025 Q2	$288K	Hold	7,051	–	–	0.04%	161
2025 Q1	$270K	Hold	7,051	–	–	0.04%	163
2024 Q4	$262K	Hold	7,051	–	–	0.04%	178
2024 Q3	$246K	Hold	7,051	–	–	0.04%	177
2024 Q2	$238K	Hold	7,051	–	–	0.04%	166
2024 Q1	$245K	Hold	7,051	–	–	0.04%	161
2023 Q4	$219K	Hold	7,051	–	–	0.04%	157
2023 Q3	$214K	Hold	7,051	–	–	0.05%	145
2023 Q2	$227K	Hold	7,051	–	–	0.05%	147
2023 Q1	$258K	Hold	7,051	–	–	0.07%	104
2022 Q4	$242K	Hold	7,051	–	–	0.07%	106
2022 Q3	$247K	Hold	7,051	–	–	0.08%	98
2022 Q2	$293K	Hold	7,051	–	–	0.09%	94
2022 Q1	$332K	Hold	7,051	–	–	0.23%	41
2021 Q4	$344K	Hold	7,051	–	–	0.22%	41
2021 Q3	$350K	Hold	7,051	–	–	0.23%	39
2021 Q2	$328K	Hold	7,051	–	–	0.24%	40
2021 Q1	$281K	Hold	7,051	–	–	0.18%	43
2020 Q4	$238K	Buy	+7,051	New	+$223K	0.16%	44
2020 Q1	–	Sell	-7,051	Closed	-$213K	–	38
2019 Q4	$213K	Buy	+7,051	New	+$206K	0.21%	40

Other funds holding AB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Consolidated Planning Corp's AB Position: Q2 2026 in Review

Consolidated Planning Corp held its AllianceBernstein (AB) position steady in Q2 2026 at 7,051 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #136.

Consolidated Planning Corp first reported a position in AB in Q4 2019 and has held it in 24 quarters since. The position peaked at $350K in Q3 2021. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Consolidated Planning Corp held 7,051 shares of AllianceBernstein worth $248K as of Q2 2026.
Consolidated Planning Corp left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #136 holding.
Consolidated Planning Corp first reported a position in AllianceBernstein in Q4 2019 and has held it in 24 quarters since.
Consolidated Planning Corp's AllianceBernstein position peaked at $350K in Q3 2021.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.