F/M Investments’s AllianceBernstein AB Stock Holding History

F/M Investments’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	$474K	Hold	13,465	–	–	0.02%	262
2026 Q1	$504K	Hold	13,465	–	–	0.03%	231
2025 Q4	$518K	Hold	13,465	–	–	0.02%	333
2025 Q3	$515K	Hold	13,465	–	–	0.02%	330
2025 Q2	$550K	Hold	13,465	–	–	0.02%	320
2025 Q1	$516K	Hold	13,465	–	–	0.02%	325
2024 Q4	$499K	Hold	13,465	–	–	0.02%	326
2024 Q3	$470K	Hold	13,465	–	–	0.01%	290
2024 Q2	$455K	Buy	+13,465	New	+$451K	0.02%	287

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

F/M Investments's AB Position: Q2 2026 in Review

F/M Investments held its AllianceBernstein (AB) position steady in Q2 2026 at 13,465 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #262.

F/M Investments first reported a position in AB in Q2 2024 and has held it in 9 quarters since. The position peaked at $550K in Q2 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

F/M Investments held 13,465 shares of AllianceBernstein worth $474K as of Q2 2026.
F/M Investments left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up 0.02% of F/M Investments's portfolio in Q2 2026, its #262 holding.
F/M Investments first reported a position in AllianceBernstein in Q2 2024 and has held it in 9 quarters since.
F/M Investments's AllianceBernstein position peaked at $550K in Q2 2025.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.