Financial Management Professionals
AB icon

Financial Management Professionals’s AllianceBernstein AB Stock Holding History

Financial Management Professionals’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
Q3 		– Sell
-10
Closed -$352 – 1050
2026
Q2 		$352 Buy
+10
New +$378 ﹤0.01% 987

Other funds holding AB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Parrish Capital
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Financial Management Professionals's AB Position: Q3 2026 in Review

Financial Management Professionals sold out of AllianceBernstein (AB) in Q3 2026, closing a stake of 10 shares — an estimated $352 sold.

Financial Management Professionals first reported a position in AB in Q2 2026 and held it in 1 quarter. The position peaked at $352 in Q2 2026. 66 funds tracked by Wall St. Rank hold AB as of Q3 2026.

  • Financial Management Professionals reported no remaining AllianceBernstein position as of Q3 2026 after selling out during the quarter.
  • Financial Management Professionals sold 10 AllianceBernstein shares in Q3 2026, an estimated $352.
  • Financial Management Professionals first reported a position in AllianceBernstein in Q2 2026 and held it in 1 quarter.
  • Financial Management Professionals's AllianceBernstein position peaked at $352 in Q2 2026.
  • 66 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.