KWM
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KW Wealth Management’s AllianceBernstein AB Stock Holding History

KW Wealth 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
Q1 		– Sell
-8,687
Closed -$334K – 2
2025
Q4 		$334K Buy
8,687
+2,299
+36% +$91.2K 0.51% 50
2025
Q3 		$244K Buy
+6,388
New +$256K 0.42% 61

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KW Wealth Management's AB Position: Q1 2026 in Review

KW Wealth Management sold out of AllianceBernstein (AB) in Q1 2026, closing a stake of 8,687 shares — an estimated $334K sold.

KW Wealth Management first reported a position in AB in Q3 2025 and held it in 2 quarters. The position peaked at $334K in Q4 2025. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • KW Wealth Management reported no remaining AllianceBernstein position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 8,687 AllianceBernstein shares in Q1 2026, an estimated $334K.
  • KW Wealth Management first reported a position in AllianceBernstein in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's AllianceBernstein position peaked at $334K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.