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Independent Financial Group’s AllianceBernstein AB Stock Holding History

Independent Financial Group’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
2022
Q3 		– Sell
-6,595
Closed -$274K – 745
2022
Q2 		$274K Buy
+6,595
New +$277K 0.03% 525
2020
Q2 		– Sell
-12,005
Closed -$223K – 477
2020
Q1 		$223K Buy
+12,005
New +$354K 0.07% 310

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Financial Group's AB Position: Q3 2022 in Review

Independent Financial Group sold out of AllianceBernstein (AB) in Q3 2022, closing a stake of 6,595 shares — an estimated $274K sold.

Independent Financial Group first reported a position in AB in Q1 2020 and held it in 2 quarters. The position peaked at $274K in Q2 2022. 267 funds tracked by Wall St. Rank hold AB as of Q3 2022.

  • Independent Financial Group reported no remaining AllianceBernstein position as of Q3 2022 after selling out during the quarter.
  • Independent Financial Group sold 6,595 AllianceBernstein shares in Q3 2022, an estimated $274K.
  • Independent Financial Group first reported a position in AllianceBernstein in Q1 2020 and held it in 2 quarters.
  • Independent Financial Group's AllianceBernstein position peaked at $274K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2022.

Based on Independent Financial Group's 13F filing for Q3 2022, filed 15 Jun 2026.