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LRI Investments’s AllianceBernstein AB Stock Holding History

LRI Investments’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 		$42.2K Buy
1,197
+1,000
+508% +$37.8K ﹤0.01% 583
2026
Q1 		$7.37K Hold
197
– – ﹤0.01% 974
2025
Q4 		$7.58K Hold
197
– – ﹤0.01% 941
2025
Q3 		$7.53K Hold
197
– – ﹤0.01% 938
2025
Q2 		$8.04K Hold
197
– – ﹤0.01% 895
2025
Q1 		$7.54K Hold
197
– – ﹤0.01% 848
2024
Q4 		$7.3K Hold
197
– – ﹤0.01% 839
2024
Q3 		$7.29K Hold
197
– – ﹤0.01% 841
2024
Q2 		$6.65K Buy
197
+4
+2% +$134 ﹤0.01% 828
2024
Q1 		$6.7K Buy
+193
New +$6.41K ﹤0.01% 573

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

LRI Investments's AB Position: Q2 2026 in Review

LRI Investments increased its AllianceBernstein (AB) stake by 508% in Q2 2026, buying an estimated $37.8K and bringing the position to 1,197 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

LRI Investments first reported a position in AB in Q1 2024 and has held it in 10 quarters since. 293 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • LRI Investments held 1,197 shares of AllianceBernstein worth $42.2K as of Q2 2026.
  • LRI Investments bought 1,000 AllianceBernstein shares in Q2 2026, an estimated $37.8K.
  • AllianceBernstein made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #583 holding.
  • LRI Investments first reported a position in AllianceBernstein in Q1 2024 and has held it in 10 quarters since.
  • 293 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.