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 Q3	$383K	Buy	10,979 +622	+6%	+$22.8K	0.27%	34
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

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Mallini Complete Financial Planning's AB Position: Q3 2026 in Review

Mallini Complete Financial Planning increased its AllianceBernstein (AB) stake by 6% in Q3 2026, buying an estimated $22.8K and bringing the position to 10,979 shares worth $383K. The position accounts for 0.27% of the portfolio, ranked #34.

Mallini Complete Financial Planning first reported a position in AB in Q3 2025 and has held it in 4 quarters since. The position peaked at $383K in Q1 2026. 238 funds tracked by Wall St. Rank hold AB as of Q3 2026.

Mallini Complete Financial Planning held 10,979 shares of AllianceBernstein worth $383K as of Q3 2026.
Mallini Complete Financial Planning bought 622 AllianceBernstein shares in Q3 2026, an estimated $22.8K.
AllianceBernstein made up 0.27% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #34 holding.
Mallini Complete Financial Planning first reported a position in AllianceBernstein in Q3 2025 and has held it in 4 quarters since.
Mallini Complete Financial Planning's AllianceBernstein position peaked at $383K in Q1 2026.
238 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.