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Jaffetilchin Investment Partners’s AllianceBernstein AB Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$301K Buy
8,052
+23
+0.3% +$903 0.02% 361
2025
Q4 		$309K Sell
8,029
-3,621
-31% -$144K 0.02% 356
2025
Q3 		$445K Sell
11,650
-3,921
-25% -$157K 0.03% 296
2025
Q2 		$636K Buy
15,571
+115
+0.7% +$4.51K 0.04% 227
2025
Q1 		$592K Buy
15,456
+5,236
+51% +$197K 0.04% 229
2024
Q4 		$379K Buy
10,220
+9,473
+1,268% +$345K 0.03% 270
2024
Q3 		$26.1K Buy
+747
New +$25.5K ﹤0.01% 700
2022
Q4 		– Sell
-8,533
Closed -$299K – 343
2022
Q3 		$299K Sell
8,533
-20,950
-71% -$885K 0.04% 247
2022
Q2 		$1.23M Sell
29,483
-1,914
-6% -$80.4K 0.14% 102
2022
Q1 		$1.15M Sell
31,397
-2,401
-7% -$112K 0.14% 107
2021
Q4 		$1.65M Sell
33,798
-8,869
-21% -$464K 0.16% 95
2021
Q3 		$2.12M Sell
42,667
-4,633
-10% -$228K 0.23% 74
2021
Q2 		$2.2M Sell
47,300
-926
-2% -$40.3K 0.15% 107
2021
Q1 		$1.93M Sell
48,226
-2,608
-5% -$97.9K 0.23% 79
2020
Q4 		$1.72M Buy
+50,834
New +$1.61M 0.24% 71

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jaffetilchin Investment Partners's AB Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its AllianceBernstein (AB) stake by 0.29% in Q1 2026, buying an estimated $903 and bringing the position to 8,052 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #361.

Jaffetilchin Investment Partners first reported a position in AB in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.2M in Q2 2021. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • Jaffetilchin Investment Partners held 8,052 shares of AllianceBernstein worth $301K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 23 AllianceBernstein shares in Q1 2026, an estimated $903.
  • AllianceBernstein made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #361 holding.
  • Jaffetilchin Investment Partners first reported a position in AllianceBernstein in Q4 2020 and has held it in 15 quarters since.
  • Jaffetilchin Investment Partners's AllianceBernstein position peaked at $2.2M in Q2 2021.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.