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Fourth Dimension Wealth’s AllianceBernstein AB Stock Holding History

Fourth Dimension 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 		$8.45K Hold
240
– – ﹤0.01% 492
2026
Q1 		$8.99K Hold
240
– – ﹤0.01% 431
2025
Q4 		$9.23K Hold
240
– – ﹤0.01% 423
2025
Q3 		$9.17K Hold
240
– – ﹤0.01% 425
2025
Q2 		$9.8K Hold
240
– – ﹤0.01% 423
2025
Q1 		$9.19K Hold
240
– – ﹤0.01% 424
2024
Q4 		$8.9K Buy
+240
New +$8.75K ﹤0.01% 436

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

Fourth Dimension Wealth's AB Position: Q2 2026 in Review

Fourth Dimension Wealth held its AllianceBernstein (AB) position steady in Q2 2026 at 240 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Fourth Dimension Wealth first reported a position in AB in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.8K in Q2 2025. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Fourth Dimension Wealth held 240 shares of AllianceBernstein worth $8.45K as of Q2 2026.
  • Fourth Dimension Wealth left its AllianceBernstein share count unchanged in Q2 2026.
  • AllianceBernstein made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #492 holding.
  • Fourth Dimension Wealth first reported a position in AllianceBernstein in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's AllianceBernstein position peaked at $9.8K in Q2 2025.
  • 292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.