DFA
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DHJJ Financial Advisors’s AllianceBernstein AB Stock Holding History

DHJJ Financial Advisors’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
Q1 		$600 Hold
16
– – ﹤0.01% 872
2025
Q4 		$616 Hold
16
– – ﹤0.01% 832
2025
Q3 		$612 Hold
16
– – ﹤0.01% 805
2025
Q2 		$654 Hold
16
– – ﹤0.01% 777
2025
Q1 		$613 Hold
16
– – ﹤0.01% 737
2024
Q4 		$594 Hold
16
– – ﹤0.01% 703
2024
Q3 		$559 Hold
16
– – ﹤0.01% 691
2024
Q2 		$541 Hold
16
– – ﹤0.01% 648
2024
Q1 		$556 Hold
16
– – ﹤0.01% 631
2023
Q4 		$497 Hold
16
– – ﹤0.01% 625
2023
Q3 		$486 Buy
+16
New +$508 ﹤0.01% 620

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return