First Foundation Advisors’s AllianceBernstein AB Stock Holding History

First Foundation 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
2025 Q4	–	Sell	-24,500	Closed	-$936K	–	338
2025 Q3	$936K	Hold	24,500	–	–	0.03%	187
2025 Q2	$1M	Hold	24,500	–	–	0.04%	189
2025 Q1	$939K	Hold	24,500	–	–	0.04%	173
2024 Q4	$909K	Sell	24,500 -36,150	-60%	-$1.32M	0.03%	179
2024 Q3	$2.12M	Buy	60,650 +2,200	+4%	+$75.2K	0.08%	123
2024 Q2	$1.98M	Buy	58,450 +7,500	+15%	+$251K	0.08%	120
2024 Q1	$1.77M	Hold	50,950	–	–	0.07%	128
2023 Q4	$1.58M	Buy	50,950 +3,600	+8%	+$106K	0.07%	133
2023 Q3	$1.44M	Hold	47,350	–	–	0.07%	152
2023 Q2	$1.52M	Buy	47,350 +19,108	+68%	+$654K	0.07%	148
2023 Q1	$1.03M	Buy	28,242 +6,700	+31%	+$252K	0.05%	175
2022 Q4	$740K	Buy	21,542 +173	+0.8%	+$6.41K	0.04%	205
2022 Q3	$749K	Hold	21,369	–	–	0.04%	193
2022 Q2	$889K	Buy	21,369 +7,752	+57%	+$326K	0.04%	188
2022 Q1	$640K	Sell	13,617 -44	-0.3%	-$2.05K	0.02%	237
2021 Q4	$667K	Sell	13,661 -89	-0.6%	-$4.65K	0.02%	236
2021 Q3	$682K	Buy	13,750 +3,000	+28%	+$148K	0.03%	239
2021 Q2	$501K	Sell	10,750 -23	-0.2%	-$1K	0.02%	284
2021 Q1	$431K	Buy	+10,773	New	+$404K	0.02%	287

Other funds holding AB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CAM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

First Foundation Advisors's AB Position: Q4 2025 in Review

First Foundation Advisors sold out of AllianceBernstein (AB) in Q4 2025, closing a stake of 24,500 shares — an estimated $936K sold.

First Foundation Advisors first reported a position in AB in Q1 2021 and held it in 19 quarters. The position peaked at $2.12M in Q3 2024. 284 funds tracked by Wall St. Rank hold AB as of Q4 2025.

First Foundation Advisors reported no remaining AllianceBernstein position as of Q4 2025 after selling out during the quarter.
First Foundation Advisors sold 24,500 AllianceBernstein shares in Q4 2025, an estimated $936K.
First Foundation Advisors first reported a position in AllianceBernstein in Q1 2021 and held it in 19 quarters.
First Foundation Advisors's AllianceBernstein position peaked at $2.12M in Q3 2024.
284 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

Based on First Foundation Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.