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Kovack Advisors’s AllianceBernstein AB Stock Holding History

Kovack 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 		$705K Hold
19,975
– – 0.03% 499
2026
Q1 		$749K Buy
19,975
+286
+1% +$11.2K 0.04% 466
2025
Q4 		$758K Buy
+19,689
New +$781K 0.04% 462
2025
Q1 		– Sell
-12,239
Closed -$454K – 578
2024
Q4 		$454K Sell
12,239
-2,371
-16% -$86.4K 0.04% 331
2024
Q3 		$510K Sell
14,610
-1,647
-10% -$56.3K 0.05% 296
2024
Q2 		$549K Sell
16,257
-24
-0.1% -$803 0.06% 288
2024
Q1 		$566K Buy
+16,281
New +$541K 0.07% 238

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

Kovack Advisors's AB Position: Q2 2026 in Review

Kovack Advisors held its AllianceBernstein (AB) position steady in Q2 2026 at 19,975 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #499.

Kovack Advisors first reported a position in AB in Q1 2024 and has held it in 7 quarters since. The position peaked at $758K in Q4 2025. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Kovack Advisors held 19,975 shares of AllianceBernstein worth $705K as of Q2 2026.
  • Kovack Advisors left its AllianceBernstein share count unchanged in Q2 2026.
  • AllianceBernstein made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #499 holding.
  • Kovack Advisors first reported a position in AllianceBernstein in Q1 2024 and has held it in 7 quarters since.
  • Kovack Advisors's AllianceBernstein position peaked at $758K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.