Schwarz Dygos Wheeler Investment Advisors’s AllianceBernstein AB Stock Holding History

Schwarz Dygos Wheeler 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	$215K	Hold	6,095	–	–	0.04%	167
2026 Q1	$228K	Hold	6,095	–	–	0.05%	152
2025 Q4	$235K	Hold	6,095	–	–	0.05%	154
2025 Q3	$233K	Hold	6,095	–	–	0.05%	155
2025 Q2	$249K	Hold	6,095	–	–	0.06%	147
2025 Q1	$233K	Hold	6,095	–	–	0.06%	148
2024 Q4	$226K	Hold	6,095	–	–	0.06%	151
2024 Q3	$213K	Hold	6,095	–	–	0.05%	147
2024 Q2	$206K	Hold	6,095	–	–	0.06%	141
2024 Q1	$212K	Buy	+6,095	New	+$203K	0.06%	142
2023 Q2	–	Sell	-6,095	Closed	-$223K	–	141
2023 Q1	$223K	Hold	6,095	–	–	0.08%	123
2022 Q4	$209K	Hold	6,095	–	–	0.08%	121
2022 Q3	$214K	Hold	6,095	–	–	0.09%	106
2022 Q2	$253K	Hold	6,095	–	–	0.1%	106
2022 Q1	$287K	Hold	6,095	–	–	0.1%	111
2021 Q4	$298K	Hold	6,095	–	–	0.1%	106
2021 Q3	$302K	Hold	6,095	–	–	0.11%	104
2021 Q2	$284K	Hold	6,095	–	–	0.1%	106
2021 Q1	$244K	Hold	6,095	–	–	0.1%	109
2020 Q4	$206K	Buy	+6,095	New	+$193K	0.1%	106

Other funds holding AB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

FTIA

Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's AB Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its AllianceBernstein (AB) position steady in Q2 2026 at 6,095 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #167.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AB in Q4 2020 and has held it in 20 quarters since. The position peaked at $302K in Q3 2021. 154 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 6,095 shares of AllianceBernstein worth $215K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up 0.04% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #167 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in AllianceBernstein in Q4 2020 and has held it in 20 quarters since.
Schwarz Dygos Wheeler Investment Advisors's AllianceBernstein position peaked at $302K in Q3 2021.
154 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.