Lido Advisors
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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
Q2 		$2.34M Buy
66,434
+48,251
+265% +$1.82M 0.01% 743
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 0.01% 460
2023
Q4 		$3.12M Buy
100,662
+41,820
+71% +$1.23M 0.02% 326
2023
Q3 		$1.79M Hold
58,842
– – 0.01% 405
2023
Q2 		$1.89M Sell
58,842
-9,979
-14% -$342K 0.01% 384
2023
Q1 		$2.52M Sell
68,821
-1,400
-2% -$52.7K 0.02% 300
2022
Q4 		$2.41M Buy
70,221
+17,791
+34% +$659K 0.03% 264
2022
Q3 		$1.84M Buy
+52,430
New +$2.22M 0.02% 274

Other funds holding AB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Lido Advisors's AB Position: Q2 2026 in Review

Lido Advisors increased its AllianceBernstein (AB) stake by 265% in Q2 2026, buying an estimated $1.82M and bringing the position to 66,434 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #743.

Lido Advisors first reported a position in AB in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.12M in Q4 2023. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Lido Advisors held 66,434 shares of AllianceBernstein worth $2.34M as of Q2 2026.
  • Lido Advisors bought 48,251 AllianceBernstein shares in Q2 2026, an estimated $1.82M.
  • AllianceBernstein made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #743 holding.
  • Lido Advisors first reported a position in AllianceBernstein in Q3 2022 and has held it in 16 quarters since.
  • Lido Advisors's AllianceBernstein position peaked at $3.12M in Q4 2023.
  • 292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.