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EverSource Wealth Advisors’s AllianceBernstein AB Stock Holding History

EverSource Wealth 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 		$44.9K Sell
1,274
-674
-35% -$25.5K ﹤0.01% 1848
2026
Q1 		$72.9K Sell
1,948
-686
-26% -$26.9K ﹤0.01% 1627
2025
Q4 		$101K Buy
2,634
+16
+0.6% +$634 ﹤0.01% 1303
2025
Q3 		$100K Buy
2,618
+2
+0.1% +$80 ﹤0.01% 1276
2025
Q2 		$107K Buy
2,616
+2
+0.1% +$78 ﹤0.01% 1163
2025
Q1 		$100K Buy
2,614
+3
+0.1% +$113 0.01% 911
2024
Q4 		$96.8K Buy
2,611
+2
+0.1% +$73 0.01% 909
2024
Q3 		$91K Buy
2,609
+2
+0.1% +$68 0.01% 825
2024
Q2 		$92K Buy
2,607
+1,153
+79% +$38.6K 0.01% 831
2024
Q1 		$48.7K Buy
1,454
+1,354
+1,354% +$45K ﹤0.01% 994
2023
Q4 		$3.1K Hold
100
– – ﹤0.01% 2040
2023
Q3 		$3.04K Hold
100
– – ﹤0.01% 1882
2023
Q2 		$3.22K Buy
+100
New +$3.42K ﹤0.01% 1896

Other funds holding AB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EverSource Wealth Advisors's AB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AllianceBernstein (AB) stake by 35% in Q2 2026, selling an estimated $25.5K and leaving 1,274 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

EverSource Wealth Advisors first reported a position in AB in Q2 2023 and has held it in 13 quarters since. The position peaked at $107K in Q2 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • EverSource Wealth Advisors held 1,274 shares of AllianceBernstein worth $44.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 674 AllianceBernstein shares in Q2 2026, an estimated $25.5K.
  • AllianceBernstein made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1848 holding.
  • EverSource Wealth Advisors first reported a position in AllianceBernstein in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's AllianceBernstein position peaked at $107K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

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