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Garton & Associates Financial Advisors’s AllianceBernstein AB Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-905
Closed -$34.8K – 124
2025
Q4 		$34.8K Buy
+905
New +$35.9K 0.02% 466

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garton & Associates Financial Advisors's AB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of AllianceBernstein (AB) in Q1 2026, closing a stake of 905 shares — an estimated $34.8K sold.

Garton & Associates Financial Advisors first reported a position in AB in Q4 2025 and held it in 1 quarter. The position peaked at $34.8K in Q4 2025. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining AllianceBernstein position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 905 AllianceBernstein shares in Q1 2026, an estimated $34.8K.
  • Garton & Associates Financial Advisors first reported a position in AllianceBernstein in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's AllianceBernstein position peaked at $34.8K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.