Global Retirement Partners’s AllianceBernstein AB Stock Holding History

Global Retirement Partners’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
2025 Q4	$751K	Buy	19,511 +1,586	+9%	+$62.9K	0.01%	757
2025 Q3	$685K	Buy	17,925 +246	+1%	+$9.85K	0.02%	653
2025 Q2	$722K	Buy	+17,679	New	+$693K	0.02%	597
2024 Q3	–	Sell	-3,406	Closed	-$115K	–	3501
2024 Q2	$115K	Buy	3,406 +46	+1%	+$1.54K	﹤0.01%	1120
2024 Q1	$117K	Buy	3,360 +2,135	+174%	+$71K	﹤0.01%	1017
2023 Q4	$40.4K	Hold	1,225	–	–	﹤0.01%	1455
2023 Q3	$37.4K	Hold	1,225	–	–	﹤0.01%	1403
2023 Q2	$39.4K	Hold	1,225	–	–	﹤0.01%	1382
2023 Q1	$41.1K	Hold	1,225	–	–	﹤0.01%	1323
2022 Q4	$42.1K	Buy	+1,225	New	+$45.4K	﹤0.01%	1165
2019 Q2	–	Sell	-352	Closed	-$10K	–	1582
2019 Q1	$10K	Hold	352	–	–	﹤0.01%	1046
2018 Q4	$10K	Hold	352	–	–	﹤0.01%	961
2018 Q3	$11K	Sell	352 -400	-53%	-$11.9K	﹤0.01%	997
2018 Q2	$21K	Buy	+752	New	+$20.8K	0.01%	774

Other funds holding AB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Global Retirement Partners's AB Position: Q4 2025 in Review

Global Retirement Partners increased its AllianceBernstein (AB) stake by 8.8% in Q4 2025, buying an estimated $62.9K and bringing the position to 19,511 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #757.

Global Retirement Partners first reported a position in AB in Q2 2018 and has held it in 14 quarters since. 285 funds tracked by Wall St. Rank hold AB as of Q4 2025.

Global Retirement Partners held 19,511 shares of AllianceBernstein worth $751K as of Q4 2025.
Global Retirement Partners bought 1,586 AllianceBernstein shares in Q4 2025, an estimated $62.9K.
AllianceBernstein made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #757 holding.
Global Retirement Partners first reported a position in AllianceBernstein in Q2 2018 and has held it in 14 quarters since.
285 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.