Kessler Investment Group’s AllianceBernstein AB Stock Holding History

Kessler Investment Group’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 Q3	–	Sell	-70	Closed	-$2.86K	–	83
2025 Q2	$2.86K	Hold	70	–	–	﹤0.01%	170
2025 Q1	$2.68K	Buy	+70	New	+$2.63K	﹤0.01%	175

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

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

CAM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kessler Investment Group's AB Position: Q3 2025 in Review

Kessler Investment Group sold out of AllianceBernstein (AB) in Q3 2025, closing a stake of 70 shares — an estimated $2.86K sold.

Kessler Investment Group first reported a position in AB in Q1 2025 and held it in 2 quarters. The position peaked at $2.86K in Q2 2025. 275 funds tracked by Wall St. Rank hold AB as of Q3 2025.

Kessler Investment Group reported no remaining AllianceBernstein position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 70 AllianceBernstein shares in Q3 2025, an estimated $2.86K.
Kessler Investment Group first reported a position in AllianceBernstein in Q1 2025 and held it in 2 quarters.
Kessler Investment Group's AllianceBernstein position peaked at $2.86K in Q2 2025.
275 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.