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Proficio Capital Partners’s AllianceBernstein AB Stock Holding History

Proficio Capital 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
2025
Q2 		– Sell
-13,355
Closed -$514K – 435
2025
Q1 		$514K Buy
+13,355
New +$503K 0.04% 208

Other funds holding AB

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Proficio Capital Partners's AB Position: Q2 2025 in Review

Proficio Capital Partners sold out of AllianceBernstein (AB) in Q2 2025, closing a stake of 13,355 shares — an estimated $514K sold.

Proficio Capital Partners first reported a position in AB in Q1 2025 and held it in 1 quarter. The position peaked at $514K in Q1 2025. 276 funds tracked by Wall St. Rank hold AB as of Q2 2025.

  • Proficio Capital Partners reported no remaining AllianceBernstein position as of Q2 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 13,355 AllianceBernstein shares in Q2 2025, an estimated $514K.
  • Proficio Capital Partners first reported a position in AllianceBernstein in Q1 2025 and held it in 1 quarter.
  • Proficio Capital Partners's AllianceBernstein position peaked at $514K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2025.

Based on Proficio Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.