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Scarborough Advisors’s AllianceBernstein AB Stock Holding History

Scarborough 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
-297
Closed -$11.1K – 152
2026
Q1 		$11.1K Buy
297
+7
+2% +$275 ﹤0.01% 430
2025
Q4 		$11.2K Buy
290
+6
+2% +$238 ﹤0.01% 255
2025
Q3 		$10.9K Buy
284
+5
+2% +$200 ﹤0.01% 251
2025
Q2 		$11.4K Buy
+279
New +$10.9K ﹤0.01% 235
2024
Q3 		– Sell
-255
Closed -$8.63K – 94
2024
Q2 		$8.63K Buy
255
+5
+2% +$167 ﹤0.01% 211
2024
Q1 		$8.68K Buy
250
+6
+2% +$199 ﹤0.01% 210
2023
Q4 		$7.58K Buy
+244
New +$7.18K ﹤0.01% 418

Other funds holding AB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Scarborough Advisors's AB Position: Q2 2026 in Review

Scarborough Advisors sold out of AllianceBernstein (AB) in Q2 2026, closing a stake of 297 shares — an estimated $11.1K sold.

Scarborough Advisors first reported a position in AB in Q4 2023 and held it in 7 quarters. The position peaked at $11.4K in Q2 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Scarborough Advisors reported no remaining AllianceBernstein position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 297 AllianceBernstein shares in Q2 2026, an estimated $11.1K.
  • Scarborough Advisors first reported a position in AllianceBernstein in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's AllianceBernstein position peaked at $11.4K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.