Mallini Complete Financial Planning’s AllianceBernstein AB Stock Holding History

Mallini Complete Financial Planning’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	$365K	Buy	10,357 +121	+1%	+$4.57K	0.26%	32
2026 Q1	$383K	Buy	+10,236	New	+$402K	0.3%	25
2025 Q4	–	Sell	-9,353	Closed	-$371K	–	29
2025 Q3	$357K	Buy	+9,353	New	+$374K	0.29%	28
2025 Q2	–	Hold	0	–	–	–	26
2025 Q1	–	Hold	0	–	–	–	27
2024 Q4	–	Hold	0	–	–	–	27

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

Mallini Complete Financial Planning's AB Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its AllianceBernstein (AB) stake by 1.2% in Q2 2026, buying an estimated $4.57K and bringing the position to 10,357 shares worth $365K. The position accounts for 0.26% of the portfolio, ranked #32.

Mallini Complete Financial Planning first reported a position in AB in Q3 2025 and has held it in 3 quarters since. The position peaked at $383K in Q1 2026. 293 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Mallini Complete Financial Planning held 10,357 shares of AllianceBernstein worth $365K as of Q2 2026.
Mallini Complete Financial Planning bought 121 AllianceBernstein shares in Q2 2026, an estimated $4.57K.
AllianceBernstein made up 0.26% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #32 holding.
Mallini Complete Financial Planning first reported a position in AllianceBernstein in Q3 2025 and has held it in 3 quarters since.
Mallini Complete Financial Planning's AllianceBernstein position peaked at $383K in Q1 2026.
293 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.