Koshinski Asset Management
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Koshinski Asset Management’s AllianceBernstein AB Stock Holding History

Koshinski Asset 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
Q2 		– Sell
-5,511
Closed -$206K – 768
2026
Q1 		$206K Buy
5,511
+18
+0.3% +$707 0.01% 701
2025
Q4 		$211K Sell
5,493
-685
-11% -$27.2K 0.01% 676
2025
Q3 		$236K Buy
6,178
+13
+0.2% +$520 0.02% 637
2025
Q2 		$252K Buy
6,165
+700
+13% +$27.4K 0.02% 586
2025
Q1 		$209K Hold
5,465
– – 0.02% 596
2024
Q4 		$203K Buy
+5,465
New +$199K 0.02% 598
2024
Q1 		– Sell
-11,243
Closed -$349K – 580
2023
Q4 		$349K Buy
+11,243
New +$331K 0.05% 360
2022
Q2 		– Sell
-130
Closed -$6.11K – 600
2022
Q1 		$6.11K Hold
130
– – ﹤0.01% 1742
2021
Q4 		$6.35K Sell
130
-247
-66% -$12.9K ﹤0.01% 1748
2021
Q3 		$18.7K Buy
+377
New +$18.6K ﹤0.01% 1482

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

Koshinski Asset Management's AB Position: Q2 2026 in Review

Koshinski Asset Management sold out of AllianceBernstein (AB) in Q2 2026, closing a stake of 5,511 shares — an estimated $206K sold.

Koshinski Asset Management first reported a position in AB in Q3 2021 and held it in 10 quarters. The position peaked at $349K in Q4 2023. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Koshinski Asset Management reported no remaining AllianceBernstein position as of Q2 2026 after selling out during the quarter.
  • Koshinski Asset Management sold 5,511 AllianceBernstein shares in Q2 2026, an estimated $206K.
  • Koshinski Asset Management first reported a position in AllianceBernstein in Q3 2021 and held it in 10 quarters.
  • Koshinski Asset Management's AllianceBernstein position peaked at $349K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.