Jones Financial Companies
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Jones Financial Companies’s AllianceBernstein AB Stock Holding History

Jones Financial Companies’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
Q2 		$556K Buy
15,507
+1,777
+13% +$67.2K ﹤0.01% 2170
2026
Q1 		$490K Buy
13,730
+3,609
+36% +$142K ﹤0.01% 2054
2025
Q4 		$389K Buy
10,121
+1,537
+18% +$60.9K ﹤0.01% 1620
2025
Q3 		$326K Buy
8,584
+1,432
+20% +$57.3K ﹤0.01% 1583
2025
Q2 		$289K Buy
7,152
+3,651
+104% +$143K ﹤0.01% 1505
2025
Q1 		$134K Buy
3,501
+791
+29% +$29.8K ﹤0.01% 1653
2024
Q4 		$101K Buy
2,710
+1,597
+143% +$58.2K ﹤0.01% 1624
2024
Q3 		$39K Buy
1,113
+913
+457% +$31.2K ﹤0.01% 1730
2024
Q2 		$6.76K Sell
200
-1,700
-89% -$56.9K ﹤0.01% 1876
2024
Q1 		$66K Buy
+1,900
New +$63.1K ﹤0.01% 681
2013
Q4 		– Sell
-500
Closed -$10K – 220
2013
Q3 		$10K Hold
500
– – ﹤0.01% 514
2013
Q2 		$10K Buy
+500
New +$11.9K ﹤0.01% 586

Other funds holding AB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jones Financial Companies's AB Position: Q2 2026 in Review

Jones Financial Companies increased its AllianceBernstein (AB) stake by 13% in Q2 2026, buying an estimated $67.2K and bringing the position to 15,507 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Jones Financial Companies first reported a position in AB in Q2 2013 and has held it in 12 quarters since. 293 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Jones Financial Companies held 15,507 shares of AllianceBernstein worth $556K as of Q2 2026.
  • Jones Financial Companies bought 1,777 AllianceBernstein shares in Q2 2026, an estimated $67.2K.
  • AllianceBernstein made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2170 holding.
  • Jones Financial Companies first reported a position in AllianceBernstein in Q2 2013 and has held it in 12 quarters since.
  • 293 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.