Regal Investment Advisors’s AllianceBernstein AB Stock Holding History

Regal Investment 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
2026 Q2	–	Sell	-5,685	Closed	-$213K	–	648
2026 Q1	$213K	Buy	+5,685	New	+$223K	0.01%	619
2025 Q4	–	Sell	-7,155	Closed	-$273K	–	585
2025 Q3	$273K	Sell	7,155 -135	-2%	-$5.4K	0.02%	483
2025 Q2	$298K	Sell	7,290 -819	-10%	-$32.1K	0.02%	427
2025 Q1	$311K	Sell	8,109 -150	-2%	-$5.65K	0.03%	394
2024 Q4	$306K	Sell	8,259 -916	-10%	-$33.4K	0.02%	402
2024 Q3	$320K	Sell	9,175 -1,745	-16%	-$59.6K	0.02%	439
2024 Q2	$369K	Sell	10,920 -388	-3%	-$13K	0.02%	412
2024 Q1	$393K	Buy	11,308 +4,256	+60%	+$141K	0.03%	405
2023 Q4	$219K	Buy	+7,052	New	+$207K	0.02%	496
2014 Q2	–	Sell	-600	Closed	-$15K	–	899
2014 Q1	$15K	Buy	+600	New	+$14.1K	0.01%	566

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

Regal Investment Advisors's AB Position: Q2 2026 in Review

Regal Investment Advisors sold out of AllianceBernstein (AB) in Q2 2026, closing a stake of 5,685 shares — an estimated $213K sold.

Regal Investment Advisors first reported a position in AB in Q1 2014 and held it in 10 quarters. The position peaked at $393K in Q1 2024. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Regal Investment Advisors reported no remaining AllianceBernstein position as of Q2 2026 after selling out during the quarter.
Regal Investment Advisors sold 5,685 AllianceBernstein shares in Q2 2026, an estimated $213K.
Regal Investment Advisors first reported a position in AllianceBernstein in Q1 2014 and held it in 10 quarters.
Regal Investment Advisors's AllianceBernstein position peaked at $393K in Q1 2024.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.