FSM Wealth Advisors’s AllianceBernstein AB Stock Holding History

FSM Wealth 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
2026 Q2	$265K	Hold	7,522	–	–	0.03%	285
2026 Q1	$282K	Sell	7,522 -156	-2%	-$6.13K	0.04%	242
2025 Q4	$295K	Sell	7,678 -44	-0.6%	-$1.75K	0.04%	242
2025 Q3	$295K	Buy	7,722 +2	+0%	+$80	0.04%	245
2025 Q2	$320K	Buy	+7,720	New	+$303K	0.05%	209

Other funds holding AB

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

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

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

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FSM Wealth Advisors's AB Position: Q2 2026 in Review

FSM Wealth Advisors held its AllianceBernstein (AB) position steady in Q2 2026 at 7,522 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #285.

FSM Wealth Advisors first reported a position in AB in Q2 2025 and has held it in 5 quarters since. The position peaked at $320K in Q2 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

FSM Wealth Advisors held 7,522 shares of AllianceBernstein worth $265K as of Q2 2026.
FSM Wealth Advisors left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #285 holding.
FSM Wealth Advisors first reported a position in AllianceBernstein in Q2 2025 and has held it in 5 quarters since.
FSM Wealth Advisors's AllianceBernstein position peaked at $320K in Q2 2025.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.