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Mountain Hill Investment Partners’s AllianceBernstein AB Stock Holding History

Mountain Hill Investment Partners’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 		$35.2K Buy
+1,000
New +$37.8K 0.02% 76
2025
Q2 		– Sell
-1,000
Closed -$38.3K – 178
2025
Q1 		$38.3K Buy
+1,000
New +$37.6K 0.04% 70

Other funds holding AB

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Mountain Hill Investment Partners's AB Position: Q2 2026 in Review

Mountain Hill Investment Partners opened a new position in AllianceBernstein (AB) in Q2 2026: 1,000 shares worth $35.2K. The stake represents 0.02% of the portfolio and ranks #76 among its holdings. This is a return to the name: Mountain Hill Investment Partners previously reported a position in AB as recently as Q1 2025.

Mountain Hill Investment Partners first reported a position in AB in Q1 2025 and has held it in 2 quarters since. The position peaked at $38.3K in Q1 2025. 69 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Mountain Hill Investment Partners held 1,000 shares of AllianceBernstein worth $35.2K as of Q2 2026.
  • AllianceBernstein was a new Mountain Hill Investment Partners position in Q2 2026.
  • AllianceBernstein made up 0.02% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #76 holding.
  • Mountain Hill Investment Partners first reported a position in AllianceBernstein in Q1 2025 and has held it in 2 quarters since.
  • Mountain Hill Investment Partners's AllianceBernstein position peaked at $38.3K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.