Sheaff Brock Investment Advisors’s AllianceBernstein AB Stock Holding History

Sheaff Brock 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
2025 Q1	$256K	Hold	6,680	–	–	0.02%	356
2024 Q4	$248K	Sell	6,680 -130	-2%	-$4.74K	0.02%	370
2024 Q3	$238K	Buy	+6,810	New	+$233K	0.02%	367
2024 Q2	–	Sell	-5,810	Closed	-$202K	–	449
2024 Q1	$202K	Sell	5,810 -1,855	-24%	-$61.6K	0.01%	442
2023 Q4	$238K	Sell	7,665 -65	-0.8%	-$1.91K	0.02%	385
2023 Q3	$235K	Hold	7,730	–	–	0.02%	374
2023 Q2	$249K	Hold	7,730	–	–	0.02%	384
2023 Q1	$283K	Buy	7,730 +298	+4%	+$11.2K	0.03%	362
2022 Q4	$255K	Buy	7,432 +141	+2%	+$5.22K	0.03%	372
2022 Q3	$256K	Buy	7,291 +190	+3%	+$8.03K	0.03%	367
2022 Q2	$295K	Sell	7,101 -248	-3%	-$10.4K	0.02%	340
2022 Q1	$346K	Buy	7,349 +1,148	+19%	+$53.4K	0.02%	340
2021 Q4	$303K	Buy	6,201 +100	+2%	+$5.23K	0.02%	379
2021 Q3	$303K	Buy	6,101 +1,790	+42%	+$88.2K	0.02%	373
2021 Q2	$201K	Buy	+4,311	New	+$188K	0.01%	470

Other funds holding AB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Sheaff Brock Investment Advisors's AB Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its AllianceBernstein (AB) position steady in Q1 2025 at 6,680 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #356.

Sheaff Brock Investment Advisors first reported a position in AB in Q2 2021 and has held it in 15 quarters since. The position peaked at $346K in Q1 2022. 291 funds tracked by Wall St. Rank hold AB as of Q1 2025.

Sheaff Brock Investment Advisors held 6,680 shares of AllianceBernstein worth $256K as of Q1 2025.
Sheaff Brock Investment Advisors left its AllianceBernstein share count unchanged in Q1 2025.
AllianceBernstein made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #356 holding.
Sheaff Brock Investment Advisors first reported a position in AllianceBernstein in Q2 2021 and has held it in 15 quarters since.
Sheaff Brock Investment Advisors's AllianceBernstein position peaked at $346K in Q1 2022.
291 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.