Focus Partners Wealth
AB icon

Focus Partners Wealth’s AllianceBernstein AB Stock Holding History

Focus Partners Wealth’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
Q1 		$1.8M Sell
47,974
-300,879
-86% -$11.8M ﹤0.01% 1359
2025
Q4 		$13.4M Buy
348,853
+12,351
+4% +$490K 0.02% 603
2025
Q3 		$12.9M Buy
336,502
+309,673
+1,154% +$12.4M 0.02% 493
2025
Q2 		$1.1M Sell
26,829
-546
-2% -$21.4K ﹤0.01% 1107
2025
Q1 		$1.05M Buy
27,375
+5,604
+26% +$211K ﹤0.01% 1052
2024
Q4 		$808K Buy
+21,771
New +$793K ﹤0.01% 1136
2024
Q3 		– Sell
-15,639
Closed -$528K – 1568
2024
Q2 		$528K Sell
15,639
-1,604
-9% -$53.7K ﹤0.01% 937
2024
Q1 		$599K Buy
+17,243
New +$573K ﹤0.01% 690

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth's AB Position: Q1 2026 in Review

Focus Partners Wealth reduced its AllianceBernstein (AB) stake by 86% in Q1 2026, selling an estimated $11.8M and leaving 47,974 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Focus Partners Wealth first reported a position in AB in Q1 2024 and has held it in 8 quarters since. The position peaked at $13.4M in Q4 2025. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • Focus Partners Wealth held 47,974 shares of AllianceBernstein worth $1.8M as of Q1 2026.
  • Focus Partners Wealth sold 300,879 AllianceBernstein shares in Q1 2026, an estimated $11.8M.
  • AllianceBernstein made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1359 holding.
  • Focus Partners Wealth first reported a position in AllianceBernstein in Q1 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's AllianceBernstein position peaked at $13.4M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.