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BFC Planning, Inc.’s AllianceBernstein AB Stock Holding History

BFC Planning, Inc.’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 		$71.4K Sell
2,026
-6,262
-76% -$237K ﹤0.01% 1375
2026
Q1 		$310K Buy
8,288
+82
+1% +$3.22K 0.01% 724
2025
Q4 		$316K Buy
8,206
+50
+0.6% +$1.98K 0.01% 697
2025
Q3 		$312K Buy
8,156
+450
+6% +$18K 0.02% 518
2025
Q2 		$315K Hold
7,706
– – 0.02% 475
2025
Q1 		$295K Sell
7,706
-500
-6% -$18.8K 0.03% 481
2024
Q4 		$304K Buy
+8,206
New +$299K 0.03% 470

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
Cresset Asset Management
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

BFC Planning, Inc.'s AB Position: Q2 2026 in Review

BFC Planning, Inc. reduced its AllianceBernstein (AB) stake by 76% in Q2 2026, selling an estimated $237K and leaving 2,026 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

BFC Planning, Inc. first reported a position in AB in Q4 2024 and has held it in 7 quarters since. The position peaked at $316K in Q4 2025. 297 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • BFC Planning, Inc. held 2,026 shares of AllianceBernstein worth $71.4K as of Q2 2026.
  • BFC Planning, Inc. sold 6,262 AllianceBernstein shares in Q2 2026, an estimated $237K.
  • AllianceBernstein made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1375 holding.
  • BFC Planning, Inc. first reported a position in AllianceBernstein in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s AllianceBernstein position peaked at $316K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.