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Richards, Merrill & Peterson’s AllianceBernstein AB Stock Holding History

Richards, Merrill & Peterson’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
-1,515
Closed -$58K – 202
2025
Q1 		$58K Hold
1,515
– – 0.03% 239
2024
Q4 		$56.2K Buy
+1,515
New +$55.2K 0.03% 234

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CM
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

Richards, Merrill & Peterson's AB Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of AllianceBernstein (AB) in Q2 2025, closing a stake of 1,515 shares — an estimated $58K sold.

Richards, Merrill & Peterson first reported a position in AB in Q4 2024 and held it in 2 quarters. The position peaked at $58K in Q1 2025. 276 funds tracked by Wall St. Rank hold AB as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining AllianceBernstein position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,515 AllianceBernstein shares in Q2 2025, an estimated $58K.
  • Richards, Merrill & Peterson first reported a position in AllianceBernstein in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's AllianceBernstein position peaked at $58K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.