HWM
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HB Wealth Management’s AllianceBernstein AB Stock Holding History

HB 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 		$330K Buy
9,360
+2
+0% +$76 ﹤0.01% 1324
2026
Q1 		$350K Sell
9,358
-6,104
-39% -$240K ﹤0.01% 1133
2025
Q4 		$595K Buy
+15,462
New +$613K ﹤0.01% 834

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
CAM
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

HB Wealth Management's AB Position: Q2 2026 in Review

HB Wealth Management increased its AllianceBernstein (AB) stake by 0.02% in Q2 2026, buying an estimated $76 and bringing the position to 9,360 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

HB Wealth Management first reported a position in AB in Q4 2025 and has held it in 3 quarters since. The position peaked at $595K in Q4 2025. 293 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • HB Wealth Management held 9,360 shares of AllianceBernstein worth $330K as of Q2 2026.
  • HB Wealth Management bought 2 AllianceBernstein shares in Q2 2026, an estimated $76.
  • AllianceBernstein made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1324 holding.
  • HB Wealth Management first reported a position in AllianceBernstein in Q4 2025 and has held it in 3 quarters since.
  • HB Wealth Management's AllianceBernstein position peaked at $595K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.