Lido Advisors
AB icon

Lido Advisors’s AllianceBernstein AB Stock Holding History

Lido 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
Q1 		$681K Buy
18,183
+238
+1% +$9.35K ﹤0.01% 1139
2025
Q4 		$686K Buy
17,945
+728
+4% +$28.9K ﹤0.01% 1159
2025
Q3 		$658K Buy
17,217
+1,950
+13% +$78K ﹤0.01% 1120
2025
Q2 		$623K Sell
15,267
-2
-0% -$78 ﹤0.01% 1028
2025
Q1 		$585K Sell
15,269
-47,496
-76% -$1.79M ﹤0.01% 970
2024
Q4 		$2.33M Buy
62,765
+10,954
+21% +$399K 0.01% 490
2024
Q3 		$1.81M Sell
51,811
-37,951
-42% -$1.3M 0.01% 498
2024
Q2 		$3.03M Buy
89,762
+39,230
+78% +$1.31M 0.02% 364
2024
Q1 		$1.76M Sell
50,532
-50,130
-50% -$1.67M 0.02% 460
2023
Q4 		$3.12M Buy
100,662
+41,820
+71% +$1.23M 0.03% 326
2023
Q3 		$1.79M Hold
58,842
– – 0.02% 405
2023
Q2 		$1.89M Sell
58,842
-9,979
-14% -$342K 0.02% 384
2023
Q1 		$2.52M Sell
68,821
-1,400
-2% -$52.7K 0.04% 300
2022
Q4 		$2.41M Buy
70,221
+17,791
+34% +$659K 0.04% 264
2022
Q3 		$1.84M Buy
+52,430
New +$2.22M 0.04% 274

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return