Larson Financial Group’s AllianceBernstein AB Stock Holding History

Larson Financial Group’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	$52.8K	Hold	1,500	–	–	﹤0.01%	1500
2026 Q1	$56.2K	Hold	1,500	–	–	﹤0.01%	1297
2025 Q4	$57.7K	Hold	1,500	–	–	﹤0.01%	1167
2025 Q3	$57.3K	Hold	1,500	–	–	﹤0.01%	1103
2025 Q2	$61.2K	Hold	1,500	–	–	﹤0.01%	999
2025 Q1	$57.5K	Hold	1,500	–	–	﹤0.01%	975
2024 Q4	$55.6K	Hold	1,500	–	–	﹤0.01%	874
2024 Q3	$52.3K	Hold	1,500	–	–	﹤0.01%	898
2024 Q2	$50.7K	Buy	+1,500	New	+$50.2K	﹤0.01%	806
2021 Q2	–	Sell	-400	Closed	-$16K	–	814
2021 Q1	$16K	Buy	+400	New	+$15K	﹤0.01%	447

Other funds holding AB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Larson Financial Group's AB Position: Q2 2026 in Review

Larson Financial Group held its AllianceBernstein (AB) position steady in Q2 2026 at 1,500 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Larson Financial Group first reported a position in AB in Q1 2021 and has held it in 10 quarters since. The position peaked at $61.2K in Q2 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Larson Financial Group held 1,500 shares of AllianceBernstein worth $52.8K as of Q2 2026.
Larson Financial Group left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1500 holding.
Larson Financial Group first reported a position in AllianceBernstein in Q1 2021 and has held it in 10 quarters since.
Larson Financial Group's AllianceBernstein position peaked at $61.2K in Q2 2025.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.