Institute for Wealth Management’s AllianceBernstein AB Stock Holding History

Institute for 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	$5.81K	Buy	+165	New	+$6.24K	﹤0.01%	1430

Other funds holding AB

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

FTIA

Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Institute for Wealth Management's AB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in AllianceBernstein (AB) in Q2 2026: 165 shares worth $5.81K. The stake represents ﹤0.01% of the portfolio and ranks #1430 among its holdings.

165 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Institute for Wealth Management held 165 shares of AllianceBernstein worth $5.81K as of Q2 2026.
AllianceBernstein was a new Institute for Wealth Management position in Q2 2026.
AllianceBernstein made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1430 holding.
165 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.