Jeppson Wealth Management’s AllianceBernstein AB Stock Holding History

Jeppson 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 Q1	$303K	Buy	+8,103	New	+$318K	0.1%	174

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jeppson Wealth Management's AB Position: Q1 2026 in Review

Jeppson Wealth Management opened a new position in AllianceBernstein (AB) in Q1 2026: 8,103 shares worth $303K. The stake represents 0.1% of the portfolio and ranks #174 among its holdings.

285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

Jeppson Wealth Management held 8,103 shares of AllianceBernstein worth $303K as of Q1 2026.
AllianceBernstein was a new Jeppson Wealth Management position in Q1 2026.
AllianceBernstein made up 0.1% of Jeppson Wealth Management's portfolio in Q1 2026, its #174 holding.
285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.