Redmont Wealth Advisors’s AllianceBernstein AB Stock Holding History

Redmont 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	$438K	Hold	11,373	–	–	0.66%	43
2025 Q3	$435K	Hold	11,373	–	–	0.61%	48
2025 Q2	$464K	Hold	11,373	–	–	0.68%	45
2025 Q1	$436K	Hold	11,373	–	–	0.85%	28
2024 Q4	$422K	Hold	11,373	–	–	0.73%	43
2024 Q3	$397K	Hold	11,373	–	–	0.61%	49
2024 Q2	$384K	Hold	11,373	–	–	0.6%	48
2024 Q1	$395K	Hold	11,373	–	–	0.55%	48
2023 Q4	$353K	Sell	11,373 -200	-2%	-$5.88K	0.51%	52
2023 Q3	$351K	Hold	11,573	–	–	0.62%	51
2023 Q2	$372K	Buy	11,573 +200	+2%	+$6.85K	0.64%	54
2023 Q1	$416K	Sell	11,373 -2,052	-15%	-$77.3K	0.84%	38
2022 Q4	$461K	Hold	13,425	–	–	0.54%	52
2022 Q3	$471K	Hold	13,425	–	–	0.61%	41
2022 Q2	$558K	Hold	13,425	–	–	0.68%	33
2022 Q1	$631K	Hold	13,425	–	–	0.67%	34
2021 Q4	$656K	Buy	+13,425	New	+$702K	0.7%	36

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

Redmont Wealth Advisors's AB Position: Q4 2025 in Review

Redmont Wealth Advisors held its AllianceBernstein (AB) position steady in Q4 2025 at 11,373 shares worth $438K. The position accounts for 0.66% of the portfolio, ranked #43.

Redmont Wealth Advisors first reported a position in AB in Q4 2021 and has held it in 17 quarters since. The position peaked at $656K in Q4 2021. 284 funds tracked by Wall St. Rank hold AB as of Q4 2025.

Redmont Wealth Advisors held 11,373 shares of AllianceBernstein worth $438K as of Q4 2025.
Redmont Wealth Advisors left its AllianceBernstein share count unchanged in Q4 2025.
AllianceBernstein made up 0.66% of Redmont Wealth Advisors's portfolio in Q4 2025, its #43 holding.
Redmont Wealth Advisors first reported a position in AllianceBernstein in Q4 2021 and has held it in 17 quarters since.
Redmont Wealth Advisors's AllianceBernstein position peaked at $656K in Q4 2021.
284 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

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