Nadler Financial Group’s AllianceBernstein AB Stock Holding History

Nadler Financial 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	$382K	Hold	10,836	–	–	0.03%	102
2026 Q1	$406K	Hold	10,836	–	–	0.04%	92
2025 Q4	$417K	Sell	10,836 -4	-0%	-$159	0.04%	87
2025 Q3	$414K	Hold	10,840	–	–	0.04%	94
2025 Q2	$443K	Hold	10,840	–	–	0.05%	80
2025 Q1	$415K	Hold	10,840	–	–	0.05%	80
2024 Q4	$402K	Hold	10,840	–	–	0.04%	79
2024 Q3	$378K	Sell	10,840 -3,000	-22%	-$102K	0.04%	82
2024 Q2	$468K	Hold	13,840	–	–	0.06%	67
2024 Q1	$481K	Hold	13,840	–	–	0.06%	66
2023 Q4	$429K	Hold	13,840	–	–	0.06%	65
2023 Q3	$420K	Hold	13,840	–	–	0.06%	63
2023 Q2	$445K	Hold	13,840	–	–	0.07%	64
2023 Q1	$506K	Sell	13,840 -2,400	-15%	-$90.4K	0.08%	62
2022 Q4	$558K	Buy	16,240 +1	+0%	+$37	0.1%	56
2022 Q3	$569K	Hold	16,239	–	–	0.11%	54
2022 Q2	$675K	Hold	16,239	–	–	0.12%	51
2022 Q1	$764K	Buy	+16,239	New	+$755K	0.12%	52

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

BRWA

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

DEM

Disciplined Equity Management Neptune Beach, Florida $226M AUM 27.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SharpePoint Phoenix, Arizona $200M AUM 66.57% 1-Year Est. Return

Nadler Financial Group's AB Position: Q2 2026 in Review

Nadler Financial Group held its AllianceBernstein (AB) position steady in Q2 2026 at 10,836 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #102.

Nadler Financial Group first reported a position in AB in Q1 2022 and has held it in 18 quarters since. The position peaked at $764K in Q1 2022. 113 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Nadler Financial Group held 10,836 shares of AllianceBernstein worth $382K as of Q2 2026.
Nadler Financial Group left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up 0.03% of Nadler Financial Group's portfolio in Q2 2026, its #102 holding.
Nadler Financial Group first reported a position in AllianceBernstein in Q1 2022 and has held it in 18 quarters since.
Nadler Financial Group's AllianceBernstein position peaked at $764K in Q1 2022.
113 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.