PSI Advisors’s AllianceBernstein AB Stock Holding History

PSI 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 Q2	–	Sell	-700	Closed	-$26.8K	–	115
2025 Q1	$26.8K	Hold	700	–	–	0.01%	334
2024 Q4	$26K	Hold	700	–	–	0.01%	372
2024 Q3	$24.4K	Hold	700	–	–	0.01%	393
2024 Q2	$23.7K	Hold	700	–	–	0.01%	373
2024 Q1	$24.3K	Hold	700	–	–	0.01%	360
2023 Q4	$21.7K	Hold	700	–	–	0.01%	395
2023 Q3	$21.2K	Hold	700	–	–	0.01%	375
2023 Q2	$22.5K	Hold	700	–	–	0.01%	372
2023 Q1	$25.6K	Hold	700	–	–	0.01%	308
2022 Q4	$24.1K	Hold	700	–	–	0.01%	297
2022 Q3	$25K	Hold	700	–	–	0.01%	297
2022 Q2	$29K	Hold	700	–	–	0.01%	306
2022 Q1	$33K	Hold	700	–	–	0.01%	301
2021 Q4	$34K	Hold	700	–	–	0.01%	314
2021 Q3	$35K	Buy	+700	New	+$34.5K	0.02%	316
2020 Q1	–	Sell	-250	Closed	-$7K	–	108
2019 Q4	$7K	Buy	+250	New	+$7.29K	﹤0.01%	496

Other funds holding AB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

PSI Advisors's AB Position: Q2 2025 in Review

PSI Advisors sold out of AllianceBernstein (AB) in Q2 2025, closing a stake of 700 shares — an estimated $26.8K sold.

PSI Advisors first reported a position in AB in Q4 2019 and held it in 16 quarters. The position peaked at $35K in Q3 2021. 276 funds tracked by Wall St. Rank hold AB as of Q2 2025.

PSI Advisors reported no remaining AllianceBernstein position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 700 AllianceBernstein shares in Q2 2025, an estimated $26.8K.
PSI Advisors first reported a position in AllianceBernstein in Q4 2019 and held it in 16 quarters.
PSI Advisors's AllianceBernstein position peaked at $35K in Q3 2021.
276 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.