Jeppson Wealth Management
AB icon

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
Q3 		$321K Buy
9,204
+651
+8% +$23.9K 0.09% 183
2026
Q2 		$301K Buy
8,553
+450
+6% +$17K 0.09% 191
2026
Q1 		$303K Buy
+8,103
New +$318K 0.1% 174

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Lido Advisors
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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
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Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Jeppson Wealth Management's AB Position: Q3 2026 in Review

Jeppson Wealth Management increased its AllianceBernstein (AB) stake by 7.6% in Q3 2026, buying an estimated $23.9K and bringing the position to 9,204 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #183.

Jeppson Wealth Management first reported a position in AB in Q1 2026 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold AB as of Q3 2026.

  • Jeppson Wealth Management held 9,204 shares of AllianceBernstein worth $321K as of Q3 2026.
  • Jeppson Wealth Management bought 651 AllianceBernstein shares in Q3 2026, an estimated $23.9K.
  • AllianceBernstein made up 0.09% of Jeppson Wealth Management's portfolio in Q3 2026, its #183 holding.
  • Jeppson Wealth Management first reported a position in AllianceBernstein in Q1 2026 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.