Opal Wealth Advisors’s AllianceBernstein AB Stock Holding History

Opal Wealth 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	–	Sell	-7,111	Closed	-$266K	–	227
2026 Q1	$266K	Hold	7,111	–	–	0.06%	164
2025 Q4	$274K	Hold	7,111	–	–	0.07%	168
2025 Q3	$272K	Hold	7,111	–	–	0.08%	154
2025 Q2	$290K	Hold	7,111	–	–	0.08%	145
2025 Q1	$272K	Hold	7,111	–	–	0.08%	132
2024 Q4	$264K	Buy	+7,111	New	+$259K	0.08%	144

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

Opal Wealth Advisors's AB Position: Q2 2026 in Review

Opal Wealth Advisors sold out of AllianceBernstein (AB) in Q2 2026, closing a stake of 7,111 shares — an estimated $266K sold.

Opal Wealth Advisors first reported a position in AB in Q4 2024 and held it in 6 quarters. The position peaked at $290K in Q2 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Opal Wealth Advisors reported no remaining AllianceBernstein position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 7,111 AllianceBernstein shares in Q2 2026, an estimated $266K.
Opal Wealth Advisors first reported a position in AllianceBernstein in Q4 2024 and held it in 6 quarters.
Opal Wealth Advisors's AllianceBernstein position peaked at $290K in Q2 2025.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.