Sequoia Financial Advisors’s AllianceBernstein AB Stock Holding History

Sequoia Financial 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	$715K	Buy	20,293 +829	+4%	+$31.3K	﹤0.01%	1103
2026 Q1	$729K	Sell	19,464 -83	-0.4%	-$3.26K	﹤0.01%	1048
2025 Q4	$752K	Sell	19,547 -908	-4%	-$36K	﹤0.01%	1044
2025 Q3	$782K	Buy	20,455 +147	+0.7%	+$5.88K	﹤0.01%	910
2025 Q2	$829K	Buy	20,308 +160	+0.8%	+$6.27K	0.01%	768
2025 Q1	$772K	Buy	20,148 +218	+1%	+$8.21K	0.01%	711
2024 Q4	$739K	Buy	19,930 +711	+4%	+$25.9K	0.01%	676
2024 Q3	$671K	Buy	+19,219	New	+$657K	0.01%	658

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

Sequoia Financial Advisors's AB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its AllianceBernstein (AB) stake by 4.3% in Q2 2026, buying an estimated $31.3K and bringing the position to 20,293 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Sequoia Financial Advisors first reported a position in AB in Q3 2024 and has held it in 8 quarters since. The position peaked at $829K in Q2 2025. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Sequoia Financial Advisors held 20,293 shares of AllianceBernstein worth $715K as of Q2 2026.
Sequoia Financial Advisors bought 829 AllianceBernstein shares in Q2 2026, an estimated $31.3K.
AllianceBernstein made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1103 holding.
Sequoia Financial Advisors first reported a position in AllianceBernstein in Q3 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's AllianceBernstein position peaked at $829K in Q2 2025.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.