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 Q2	$564	Hold	16	–	–	﹤0.01%	888
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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DHJJ Financial Advisors's AB Position: Q2 2026 in Review

DHJJ Financial Advisors held its AllianceBernstein (AB) position steady in Q2 2026 at 16 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #888.

DHJJ Financial Advisors first reported a position in AB in Q3 2023 and has held it in 12 quarters since. The position peaked at $654 in Q2 2025. 293 funds tracked by Wall St. Rank hold AB as of Q2 2026.

DHJJ Financial Advisors held 16 shares of AllianceBernstein worth $564 as of Q2 2026.
DHJJ Financial Advisors left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #888 holding.
DHJJ Financial Advisors first reported a position in AllianceBernstein in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's AllianceBernstein position peaked at $654 in Q2 2025.
293 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.