Kingswood Wealth Advisors’s AllianceBernstein AB Stock Holding History

Kingswood Wealth Advisors’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	$1.24M	Buy	+35,110	New	+$1.33M	0.05%	364

Other funds holding AB

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Kingswood Wealth Advisors's AB Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in AllianceBernstein (AB) in Q2 2026: 35,110 shares worth $1.24M. The stake represents 0.05% of the portfolio and ranks #364 among its holdings.

73 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Kingswood Wealth Advisors held 35,110 shares of AllianceBernstein worth $1.24M as of Q2 2026.
AllianceBernstein was a new Kingswood Wealth Advisors position in Q2 2026.
AllianceBernstein made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #364 holding.
73 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.