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

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return