Prevail Innovative Wealth Advisors’s AllianceBernstein AB Stock Holding History

Prevail Innovative 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
2025 Q4	–	Sell	-28,385	Closed	-$1.08M	–	189
2025 Q3	$1.08M	Buy	28,385 +6,563	+30%	+$263K	0.21%	146
2025 Q2	$891K	Buy	21,822 +10,803	+98%	+$424K	0.2%	139
2025 Q1	$422K	Buy	+11,019	New	+$415K	0.11%	148
2024 Q3	–	Sell	-35,011	Closed	-$1.18M	–	159
2024 Q2	$1.18M	Buy	35,011 +5,510	+19%	+$184K	0.42%	82
2024 Q1	$1.02M	Buy	29,501 +5,916	+25%	+$197K	0.38%	90
2023 Q4	$732K	Buy	23,585 +10,863	+85%	+$319K	0.35%	81
2023 Q3	$386K	Buy	+12,722	New	+$404K	0.2%	98

Other funds holding AB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CAM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AB Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of AllianceBernstein (AB) in Q4 2025, closing a stake of 28,385 shares — an estimated $1.08M sold.

Prevail Innovative Wealth Advisors first reported a position in AB in Q3 2023 and held it in 7 quarters. The position peaked at $1.18M in Q2 2024. 284 funds tracked by Wall St. Rank hold AB as of Q4 2025.

Prevail Innovative Wealth Advisors reported no remaining AllianceBernstein position as of Q4 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 28,385 AllianceBernstein shares in Q4 2025, an estimated $1.08M.
Prevail Innovative Wealth Advisors first reported a position in AllianceBernstein in Q3 2023 and held it in 7 quarters.
Prevail Innovative Wealth Advisors's AllianceBernstein position peaked at $1.18M in Q2 2024.
284 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.