Integrated Advisors Network
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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
Q3 		$414K Buy
11,859
+500
+4% +$18.3K 0.02% 501
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Integrated Advisors Network's AB Position: Q3 2026 in Review

Integrated Advisors Network increased its AllianceBernstein (AB) stake by 4.4% in Q3 2026, buying an estimated $18.3K and bringing the position to 11,859 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #501.

Integrated Advisors Network first reported a position in AB in Q4 2019 and has held it in 25 quarters since. The position peaked at $433K in Q4 2025. 166 funds tracked by Wall St. Rank hold AB as of Q3 2026.

  • Integrated Advisors Network held 11,859 shares of AllianceBernstein worth $414K as of Q3 2026.
  • Integrated Advisors Network bought 500 AllianceBernstein shares in Q3 2026, an estimated $18.3K.
  • AllianceBernstein made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #501 holding.
  • Integrated Advisors Network first reported a position in AllianceBernstein in Q4 2019 and has held it in 25 quarters since.
  • Integrated Advisors Network's AllianceBernstein position peaked at $433K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.