&Partners’s AllianceBernstein AB Stock Holding History

&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	$1.31M	Sell	37,134 -1,303	-3%	-$49.3K	0.01%	1259
2026 Q1	$1.44M	Buy	38,437 +1,406	+4%	+$55.2K	0.01%	1090
2025 Q4	$1.42M	Buy	37,031 +79	+0.2%	+$3.13K	0.01%	1035
2025 Q3	$1.41M	Sell	36,952 -1,284	-3%	-$51.4K	0.01%	922
2025 Q2	$1.56M	Buy	38,236 +1,306	+4%	+$51.2K	0.01%	771
2025 Q1	$1.42M	Buy	36,930 +10,302	+39%	+$388K	0.02%	683
2024 Q4	$1M	Buy	+26,628	New	+$970K	0.01%	767

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

&Partners's AB Position: Q2 2026 in Review

&Partners reduced its AllianceBernstein (AB) stake by 3.4% in Q2 2026, selling an estimated $49.3K and leaving 37,134 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1259.

&Partners first reported a position in AB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q2 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

&Partners held 37,134 shares of AllianceBernstein worth $1.31M as of Q2 2026.
&Partners sold 1,303 AllianceBernstein shares in Q2 2026, an estimated $49.3K.
AllianceBernstein made up 0.01% of &Partners's portfolio in Q2 2026, its #1259 holding.
&Partners first reported a position in AllianceBernstein in Q4 2024 and has held it in 7 quarters since.
&Partners's AllianceBernstein position peaked at $1.56M in Q2 2025.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.