Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s AllianceBernstein AB Stock Holding History

Kovitz Investment Group Partners’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
-5,214
Closed -$213K – 1395
2025
Q2 		$213K Buy
+5,214
New +$204K ﹤0.01% 1263
2025
Q1 		– Sell
-10,904
Closed -$404K – 1244
2024
Q4 		$404K Buy
10,904
+61
+0.6% +$2.22K ﹤0.01% 956
2024
Q3 		$378K Sell
10,843
-653
-6% -$22.3K ﹤0.01% 814
2024
Q2 		$388K Buy
11,496
+653
+6% +$21.9K ﹤0.01% 692
2024
Q1 		$377K Buy
+10,843
New +$360K ﹤0.01% 551

Other funds holding AB

Fidelity Investments
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners's AB Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of AllianceBernstein (AB) in Q3 2025, closing a stake of 5,214 shares — an estimated $213K sold.

Kovitz Investment Group Partners first reported a position in AB in Q1 2024 and held it in 5 quarters. The position peaked at $404K in Q4 2024. 275 funds tracked by Wall St. Rank hold AB as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining AllianceBernstein position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,214 AllianceBernstein shares in Q3 2025, an estimated $213K.
  • Kovitz Investment Group Partners first reported a position in AllianceBernstein in Q1 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's AllianceBernstein position peaked at $404K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.