Michael J. Porro & Co. Financial Advisors, Inc.’s AllianceBernstein AB Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$349K	Buy	+9,063	New	+$359K	0.29%	93

Other funds holding AB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s AB Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in AllianceBernstein (AB) in Q4 2025: 9,063 shares worth $349K. The stake represents 0.29% of the portfolio and ranks #93 among its holdings.

285 funds tracked by Wall St. Rank hold AB as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 9,063 shares of AllianceBernstein worth $349K as of Q4 2025.
AllianceBernstein was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
AllianceBernstein made up 0.29% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #93 holding.
285 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.