IAN
AB icon

Integrated Advisors Network’s AllianceBernstein AB Stock Holding History

Integrated Advisors Network’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 		$400K Buy
11,359
+100
+0.9% +$3.78K 0.02% 505
2026
Q1 		$422K Buy
11,259
+10
+0.1% +$393 0.02% 489
2025
Q4 		$433K Buy
11,249
+1,000
+10% +$39.6K 0.02% 506
2025
Q3 		$392K Sell
10,249
-200
-2% -$8K 0.02% 560
2025
Q2 		$427K Sell
10,449
-240
-2% -$9.41K 0.02% 528
2025
Q1 		$409K Buy
10,689
+240
+2% +$9.04K 0.02% 513
2024
Q4 		$388K Hold
10,449
– – 0.02% 516
2024
Q3 		$365K Hold
10,449
– – 0.02% 554
2024
Q2 		$353K Buy
10,449
+912
+10% +$30.5K 0.02% 538
2024
Q1 		$331K Buy
9,537
+834
+10% +$27.7K 0.02% 568
2023
Q4 		$270K Buy
8,703
+246
+3% +$7.24K 0.02% 578
2023
Q3 		$257K Buy
8,457
+200
+2% +$6.35K 0.02% 581
2023
Q2 		$266K Hold
8,257
– – 0.02% 572
2023
Q1 		$302K Hold
8,257
– – 0.02% 542
2022
Q4 		$284K Buy
8,257
+500
+6% +$18.5K 0.02% 519
2022
Q3 		$272K Hold
7,757
– – 0.02% 525
2022
Q2 		$323K Sell
7,757
-100
-1% -$4.2K 0.02% 509
2022
Q1 		$369K Buy
7,857
+39
+0.5% +$1.81K 0.02% 505
2021
Q4 		$382K Sell
7,818
-100
-1% -$5.23K 0.02% 471
2021
Q3 		$393K Hold
7,918
– – 0.03% 452
2021
Q2 		$369K Hold
7,918
– – 0.03% 424
2021
Q1 		$317K Buy
7,918
+830
+12% +$31.1K 0.03% 415
2020
Q4 		$239K Buy
+7,088
New +$224K 0.03% 442
2020
Q1 		– Sell
-7,088
Closed -$214K – 371
2019
Q4 		$214K Buy
+7,088
New +$207K 0.03% 389

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

Integrated Advisors Network's AB Position: Q2 2026 in Review

Integrated Advisors Network increased its AllianceBernstein (AB) stake by 0.89% in Q2 2026, buying an estimated $3.78K and bringing the position to 11,359 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #505.

Integrated Advisors Network first reported a position in AB in Q4 2019 and has held it in 24 quarters since. The position peaked at $433K in Q4 2025. 293 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Integrated Advisors Network held 11,359 shares of AllianceBernstein worth $400K as of Q2 2026.
  • Integrated Advisors Network bought 100 AllianceBernstein shares in Q2 2026, an estimated $3.78K.
  • AllianceBernstein made up 0.02% of Integrated Advisors Network's portfolio in Q2 2026, its #505 holding.
  • Integrated Advisors Network first reported a position in AllianceBernstein in Q4 2019 and has held it in 24 quarters since.
  • Integrated Advisors Network's AllianceBernstein position peaked at $433K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.