SHP Wealth Management’s AllianceBernstein AB Stock Holding History

SHP Wealth Management’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	$10.6K	Buy	+300	New	+$11.3K	﹤0.01%	961

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

SHP Wealth Management's AB Position: Q2 2026 in Review

SHP Wealth Management opened a new position in AllianceBernstein (AB) in Q2 2026: 300 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings.

290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

SHP Wealth Management held 300 shares of AllianceBernstein worth $10.6K as of Q2 2026.
AllianceBernstein was a new SHP Wealth Management position in Q2 2026.
AllianceBernstein made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #961 holding.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.