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

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return