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Mather Group’s AllianceBernstein AB Stock Holding History

Mather Group’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 		– Sell
-200
Closed -$7.49K – 1904
2026
Q1 		$7.49K Buy
+200
New +$7.86K ﹤0.01% 1515
2025
Q4 		– Sell
-200
Closed -$7.64K – 645
2025
Q3 		$7.64K Buy
+200
New +$8K ﹤0.01% 1314
2025
Q2 		– Sell
-200
Closed -$7.66K – 613
2025
Q1 		$7.66K Sell
200
-1,365
-87% -$51.4K ﹤0.01% 1317
2024
Q4 		$58K Hold
1,565
– – ﹤0.01% 841
2024
Q3 		$54.6K Hold
1,565
– – ﹤0.01% 862
2024
Q2 		$54.4K Hold
1,565
– – ﹤0.01% 975
2024
Q1 		$48.6K Buy
+1,565
New +$52K ﹤0.01% 880

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

Mather Group's AB Position: Q2 2026 in Review

Mather Group sold out of AllianceBernstein (AB) in Q2 2026, closing a stake of 200 shares — an estimated $7.49K sold.

Mather Group first reported a position in AB in Q1 2024 and held it in 7 quarters. The position peaked at $58K in Q4 2024. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Mather Group reported no remaining AllianceBernstein position as of Q2 2026 after selling out during the quarter.
  • Mather Group sold 200 AllianceBernstein shares in Q2 2026, an estimated $7.49K.
  • Mather Group first reported a position in AllianceBernstein in Q1 2024 and held it in 7 quarters.
  • Mather Group's AllianceBernstein position peaked at $58K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.