Wavvest Wealth LLC’s AllianceBernstein AB Stock Holding History

Wavvest Wealth LLC’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	$262K	Buy	+7,519	New	+$276K	0.21%	89

Other funds holding AB

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Wavvest Wealth LLC's AB Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in AllianceBernstein (AB) in Q3 2026: 7,519 shares worth $262K. The stake represents 0.21% of the portfolio and ranks #89 among its holdings.

84 funds tracked by Wall St. Rank hold AB as of Q3 2026.

Wavvest Wealth LLC held 7,519 shares of AllianceBernstein worth $262K as of Q3 2026.
AllianceBernstein was a new Wavvest Wealth LLC position in Q3 2026.
AllianceBernstein made up 0.21% of Wavvest Wealth LLC's portfolio in Q3 2026, its #89 holding.
84 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.