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MOTCO’s AllianceBernstein AB Stock Holding History

MOTCO’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 		$20.9K Hold
600
– – ﹤0.01% 425
2026
Q2 		$21.1K Buy
+600
New +$22.7K ﹤0.01% 389
2022
Q4 		– Sell
-200
Closed -$7K – 607
2022
Q3 		$7K Buy
+200
New +$8.45K ﹤0.01% 528
2016
Q2 		– Sell
-270
Closed -$6K – 480
2016
Q1 		$6K Buy
+270
New +$5.48K ﹤0.01% 444

Other funds holding AB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

MOTCO's AB Position: Q3 2026 in Review

MOTCO held its AllianceBernstein (AB) position steady in Q3 2026 at 600 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

MOTCO first reported a position in AB in Q1 2016 and has held it in 4 quarters since. The position peaked at $21.1K in Q2 2026. 166 funds tracked by Wall St. Rank hold AB as of Q3 2026.

  • MOTCO held 600 shares of AllianceBernstein worth $20.9K as of Q3 2026.
  • MOTCO left its AllianceBernstein share count unchanged in Q3 2026.
  • AllianceBernstein made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #425 holding.
  • MOTCO first reported a position in AllianceBernstein in Q1 2016 and has held it in 4 quarters since.
  • MOTCO's AllianceBernstein position peaked at $21.1K in Q2 2026.
  • 166 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.