HA
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HFG Advisors’s AllianceBernstein AB Stock Holding History

HFG 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
-6,560
Closed -$252K – 118
2025
Q4 		$252K Hold
6,560
– – 0.18% 90
2025
Q3 		$251K Hold
6,560
– – 0.18% 86
2025
Q2 		$268K Sell
6,560
-337
-5% -$13.2K 0.21% 73
2025
Q1 		$264K Buy
+6,897
New +$260K 0.23% 74

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

HFG Advisors's AB Position: Q1 2026 in Review

HFG Advisors sold out of AllianceBernstein (AB) in Q1 2026, closing a stake of 6,560 shares — an estimated $252K sold.

HFG Advisors first reported a position in AB in Q1 2025 and held it in 4 quarters. The position peaked at $268K in Q2 2025. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • HFG Advisors reported no remaining AllianceBernstein position as of Q1 2026 after selling out during the quarter.
  • HFG Advisors sold 6,560 AllianceBernstein shares in Q1 2026, an estimated $252K.
  • HFG Advisors first reported a position in AllianceBernstein in Q1 2025 and held it in 4 quarters.
  • HFG Advisors's AllianceBernstein position peaked at $268K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.