Prospera Financial Services’s AllianceBernstein AB Stock Holding History

Prospera Financial Services’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	$318K	Sell	9,021 -5,471	-38%	-$207K	﹤0.01%	1212
2026 Q1	$543K	Buy	14,492 +9,068	+167%	+$356K	0.01%	954
2025 Q4	$209K	Sell	5,424 -4,959	-48%	-$197K	﹤0.01%	1290
2025 Q3	$397K	Sell	10,383 -3,993	-28%	-$160K	0.01%	1039
2025 Q2	$587K	Buy	14,376 +1,343	+10%	+$52.7K	0.01%	850
2025 Q1	$499K	Sell	13,033 -200	-2%	-$7.53K	0.01%	780
2024 Q4	$491K	Buy	13,233 +192	+1%	+$7K	0.01%	749
2024 Q3	$455K	Sell	13,041 -110	-0.8%	-$3.76K	0.01%	758
2024 Q2	$444K	Buy	+13,151	New	+$440K	0.01%	753
2022 Q3	–	Sell	-489	Closed	-$20K	–	833
2022 Q2	$20K	Sell	489 -500	-51%	-$21K	﹤0.01%	1206
2022 Q1	$47K	Buy	+989	New	+$46K	﹤0.01%	1400
2020 Q4	–	Sell	-489	Closed	-$13K	–	672
2020 Q3	$13K	Buy	+489	New	+$13.7K	0.01%	1020

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

Prospera Financial Services's AB Position: Q2 2026 in Review

Prospera Financial Services reduced its AllianceBernstein (AB) stake by 38% in Q2 2026, selling an estimated $207K and leaving 9,021 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Prospera Financial Services first reported a position in AB in Q3 2020 and has held it in 12 quarters since. The position peaked at $587K in Q2 2025. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Prospera Financial Services held 9,021 shares of AllianceBernstein worth $318K as of Q2 2026.
Prospera Financial Services sold 5,471 AllianceBernstein shares in Q2 2026, an estimated $207K.
AllianceBernstein made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1212 holding.
Prospera Financial Services first reported a position in AllianceBernstein in Q3 2020 and has held it in 12 quarters since.
Prospera Financial Services's AllianceBernstein position peaked at $587K in Q2 2025.
292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.