CA
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Crumly & Associates’s AllianceBernstein AB Stock Holding History

Crumly & Associates’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 		– Sell
-5,491
Closed -$206K – 197
2026
Q1 		$206K Hold
5,491
– – 0.04% 195
2025
Q4 		$211K Hold
5,491
– – 0.04% 189
2025
Q3 		$210K Buy
+5,491
New +$220K 0.05% 182

Other funds holding AB

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $226M AUM 27.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
S
SharpePoint Phoenix, Arizona $200M AUM 66.57% 1-Year Est. Return

Crumly & Associates's AB Position: Q2 2026 in Review

Crumly & Associates sold out of AllianceBernstein (AB) in Q2 2026, closing a stake of 5,491 shares — an estimated $206K sold.

Crumly & Associates first reported a position in AB in Q3 2025 and held it in 3 quarters. The position peaked at $211K in Q4 2025. 113 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Crumly & Associates reported no remaining AllianceBernstein position as of Q2 2026 after selling out during the quarter.
  • Crumly & Associates sold 5,491 AllianceBernstein shares in Q2 2026, an estimated $206K.
  • Crumly & Associates first reported a position in AllianceBernstein in Q3 2025 and held it in 3 quarters.
  • Crumly & Associates's AllianceBernstein position peaked at $211K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.