Continuum Advisory’s AllianceBernstein AB Stock Holding History

Continuum Advisory’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	$24.4K	Buy	+694	New	+$26.2K	﹤0.01%	993

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

Continuum Advisory's AB Position: Q2 2026 in Review

Continuum Advisory opened a new position in AllianceBernstein (AB) in Q2 2026: 694 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings.

290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Continuum Advisory held 694 shares of AllianceBernstein worth $24.4K as of Q2 2026.
AllianceBernstein was a new Continuum Advisory position in Q2 2026.
AllianceBernstein made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #993 holding.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.