Focus Partners Wealth
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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
Q2 		$2.01M Buy
57,171
+9,197
+19% +$348K ﹤0.01% 1355
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Focus Partners Wealth's AB Position: Q2 2026 in Review

Focus Partners Wealth increased its AllianceBernstein (AB) stake by 19% in Q2 2026, buying an estimated $348K and bringing the position to 57,171 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Focus Partners Wealth first reported a position in AB in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.4M in Q4 2025. 291 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Focus Partners Wealth held 57,171 shares of AllianceBernstein worth $2.01M as of Q2 2026.
  • Focus Partners Wealth bought 9,197 AllianceBernstein shares in Q2 2026, an estimated $348K.
  • AllianceBernstein made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1355 holding.
  • Focus Partners Wealth first reported a position in AllianceBernstein in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's AllianceBernstein position peaked at $13.4M in Q4 2025.
  • 291 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.