OneDigital Investment Advisors’s AllianceBernstein AB Stock Holding History

OneDigital Investment Advisors’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	$813K	Sell	23,086 -1,442	-6%	-$54.5K	0.01%	823
2026 Q1	$918K	Buy	24,528 +1,024	+4%	+$40.2K	0.01%	710
2025 Q4	$904K	Buy	23,504 +5,145	+28%	+$204K	0.01%	711
2025 Q3	$702K	Buy	18,359 +2,158	+13%	+$86.4K	0.01%	797
2025 Q2	$661K	Buy	16,201 +1,907	+13%	+$74.8K	0.01%	797
2025 Q1	$548K	Buy	+14,294	New	+$538K	0.01%	827
2022 Q2	–	Sell	-6,068	Closed	-$285K	–	710
2022 Q1	$285K	Hold	6,068	–	–	0.01%	613
2021 Q4	$296K	Hold	6,068	–	–	0.01%	601
2021 Q3	$301K	Hold	6,068	–	–	0.01%	576
2021 Q2	$283K	Hold	6,068	–	–	0.01%	573
2021 Q1	$243K	Sell	6,068 -1	-0%	-$38	0.01%	560
2020 Q4	$205K	Buy	+6,069	New	+$192K	0.01%	595
2019 Q4	–	Sell	-7,818	Closed	-$229K	–	601
2019 Q3	$229K	Buy	+7,818	New	+$227K	0.02%	453

Other funds holding AB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

OneDigital Investment Advisors's AB Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its AllianceBernstein (AB) stake by 5.9% in Q2 2026, selling an estimated $54.5K and leaving 23,086 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #823.

OneDigital Investment Advisors first reported a position in AB in Q3 2019 and has held it in 13 quarters since. The position peaked at $918K in Q1 2026. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

OneDigital Investment Advisors held 23,086 shares of AllianceBernstein worth $813K as of Q2 2026.
OneDigital Investment Advisors sold 1,442 AllianceBernstein shares in Q2 2026, an estimated $54.5K.
AllianceBernstein made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #823 holding.
OneDigital Investment Advisors first reported a position in AllianceBernstein in Q3 2019 and has held it in 13 quarters since.
OneDigital Investment Advisors's AllianceBernstein position peaked at $918K in Q1 2026.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.