Iron Horse Wealth Management’s AllianceBernstein AB Stock Holding History

Iron Horse 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
2025 Q2	$11.7K	Buy	+286	New	+$11.2K	﹤0.01%	259

Other funds holding AB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Iron Horse Wealth Management's AB Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in AllianceBernstein (AB) in Q2 2025: 286 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #259 among its holdings.

276 funds tracked by Wall St. Rank hold AB as of Q2 2025.

Iron Horse Wealth Management held 286 shares of AllianceBernstein worth $11.7K as of Q2 2025.
AllianceBernstein was a new Iron Horse Wealth Management position in Q2 2025.
AllianceBernstein made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #259 holding.
276 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.