Contravisory Investment Management’s AllianceBernstein AB Stock Holding History

Contravisory Investment Management’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	$70	Buy	+2	New	+$76	﹤0.01%	385
2022 Q2	–	Sell	-5,399	Closed	-$254K	–	325
2022 Q1	$254K	Sell	5,399 -745	-12%	-$34.6K	0.07%	168
2021 Q4	$300K	Buy	6,144 +640	+12%	+$33.5K	0.08%	166
2021 Q3	$273K	Hold	5,504	–	–	0.08%	166
2021 Q2	$256K	Hold	5,504	–	–	0.08%	163
2021 Q1	$220K	Buy	+5,504	New	+$207K	0.07%	163
2019 Q3	–	Sell	-8	Closed	–	–	276
2019 Q2	$0	Buy	+8	New	+$232	﹤0.01%	271

Other funds holding AB

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Contravisory Investment Management's AB Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in AllianceBernstein (AB) in Q2 2026: 2 shares worth $70. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in AB as recently as Q1 2022.

Contravisory Investment Management first reported a position in AB in Q2 2019 and has held it in 7 quarters since. The position peaked at $300K in Q4 2021. 47 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Contravisory Investment Management held 2 shares of AllianceBernstein worth $70 as of Q2 2026.
AllianceBernstein was a new Contravisory Investment Management position in Q2 2026.
AllianceBernstein made up ﹤0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #385 holding.
Contravisory Investment Management first reported a position in AllianceBernstein in Q2 2019 and has held it in 7 quarters since.
Contravisory Investment Management's AllianceBernstein position peaked at $300K in Q4 2021.
47 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.