MJT & Associates Financial Advisory’s AllianceBernstein AB Stock Holding History

MJT & Associates Financial Advisory’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	-187	Closed	-$7K	–	466
2026 Q1	$7K	Hold	187	–	–	0.01%	227
2025 Q4	$7.2K	Hold	187	–	–	0.01%	239
2025 Q3	$7.15K	Hold	187	–	–	0.01%	243
2025 Q2	$7.63K	Hold	187	–	–	0.01%	247
2025 Q1	$7.16K	Buy	+187	New	+$7.04K	0.01%	256

Other funds holding AB

MAP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CAM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WPEP

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

BWP

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

JCFM

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

MJT & Associates Financial Advisory's AB Position: Q2 2026 in Review

MJT & Associates Financial Advisory sold out of AllianceBernstein (AB) in Q2 2026, closing a stake of 187 shares — an estimated $7K sold.

MJT & Associates Financial Advisory first reported a position in AB in Q1 2025 and held it in 5 quarters. The position peaked at $7.63K in Q2 2025. 42 funds tracked by Wall St. Rank hold AB as of Q2 2026.

MJT & Associates Financial Advisory reported no remaining AllianceBernstein position as of Q2 2026 after selling out during the quarter.
MJT & Associates Financial Advisory sold 187 AllianceBernstein shares in Q2 2026, an estimated $7K.
MJT & Associates Financial Advisory first reported a position in AllianceBernstein in Q1 2025 and held it in 5 quarters.
MJT & Associates Financial Advisory's AllianceBernstein position peaked at $7.63K in Q2 2025.
42 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.