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CWA Asset Management Group’s AllianceBernstein AB Stock Holding History

CWA Asset Management Group’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
2025
Q4 		– Sell
-6,500
Closed -$248K – 644
2025
Q3 		$248K Buy
+6,500
New +$260K 0.01% 596

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CWA Asset Management Group's AB Position: Q4 2025 in Review

CWA Asset Management Group sold out of AllianceBernstein (AB) in Q4 2025, closing a stake of 6,500 shares — an estimated $248K sold.

CWA Asset Management Group first reported a position in AB in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 284 funds tracked by Wall St. Rank hold AB as of Q4 2025.

  • CWA Asset Management Group reported no remaining AllianceBernstein position as of Q4 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 6,500 AllianceBernstein shares in Q4 2025, an estimated $248K.
  • CWA Asset Management Group first reported a position in AllianceBernstein in Q3 2025 and held it in 1 quarter.
  • CWA Asset Management Group's AllianceBernstein position peaked at $248K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

Based on CWA Asset Management Group's 13F filing for Q4 2025, filed 7 Jan 2026.