Next Level Wealth Planning’s AllianceBernstein AB Stock Holding History

Next Level Wealth Planning’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	$698	Buy	+20	New	+$733	﹤0.01%	500

Other funds holding AB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Next Level Wealth Planning's AB Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in AllianceBernstein (AB) in Q3 2026: 20 shares worth $698. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings.

139 funds tracked by Wall St. Rank hold AB as of Q3 2026.

Next Level Wealth Planning held 20 shares of AllianceBernstein worth $698 as of Q3 2026.
AllianceBernstein was a new Next Level Wealth Planning position in Q3 2026.
AllianceBernstein made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #500 holding.
139 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.