Golden State Wealth Management’s AllianceBernstein AB Stock Holding History

Golden State Wealth Management’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	$101K	Sell	2,871 -19	-0.7%	-$718	0.01%	570
2026 Q1	$108K	Buy	2,890 +296	+11%	+$11.6K	0.01%	499
2025 Q4	$99.8K	Hold	2,594	–	–	0.01%	519
2025 Q3	$99.1K	Buy	2,594 +19	+0.7%	+$760	0.01%	504
2025 Q2	$105K	Hold	2,575	–	–	0.01%	466
2025 Q1	$98.6K	Hold	2,575	–	–	0.01%	444
2024 Q4	$95.5K	Buy	+2,575	New	+$93.8K	0.01%	440
2020 Q2	–	Sell	-511	Closed	-$9K	–	272
2020 Q1	$9K	Buy	+511	New	+$15.1K	﹤0.01%	635

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

Golden State Wealth Management's AB Position: Q2 2026 in Review

Golden State Wealth Management reduced its AllianceBernstein (AB) stake by 0.66% in Q2 2026, selling an estimated $718 and leaving 2,871 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #570.

Golden State Wealth Management first reported a position in AB in Q1 2020 and has held it in 8 quarters since. The position peaked at $108K in Q1 2026. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Golden State Wealth Management held 2,871 shares of AllianceBernstein worth $101K as of Q2 2026.
Golden State Wealth Management sold 19 AllianceBernstein shares in Q2 2026, an estimated $718.
AllianceBernstein made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #570 holding.
Golden State Wealth Management first reported a position in AllianceBernstein in Q1 2020 and has held it in 8 quarters since.
Golden State Wealth Management's AllianceBernstein position peaked at $108K in Q1 2026.
292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.