LWANC
AB icon

Laurel Wealth Advisors (North Carolina)’s AllianceBernstein AB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-5
Closed -$193 – 194
2025
Q4 		$193 Buy
+5
New +$198 ﹤0.01% 683
2025
Q2 		– Sell
-5
Closed -$192 – 190
2025
Q1 		$192 Buy
+5
New +$188 ﹤0.01% 680

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of AllianceBernstein (AB) in Q1 2026, closing a stake of 5 shares — an estimated $193 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AB in Q1 2025 and held it in 2 quarters. The position peaked at $193 in Q4 2025. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining AllianceBernstein position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 5 AllianceBernstein shares in Q1 2026, an estimated $193.
  • Laurel Wealth Advisors (North Carolina) first reported a position in AllianceBernstein in Q1 2025 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s AllianceBernstein position peaked at $193 in Q4 2025.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.