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Shulman DeMeo Asset Management’s AllianceBernstein AB Stock Holding History

Shulman DeMeo Asset 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
Q3 		$484K Buy
13,818
+185
+1% +$6.78K 0.1% 73
2026
Q2 		$480K Buy
13,633
+179
+1% +$6.77K 0.09% 75
2026
Q1 		$504K Sell
13,454
-943
-7% -$37K 0.11% 69
2025
Q4 		$554K Buy
14,397
+125
+0.9% +$4.96K 0.13% 59
2025
Q3 		$545K Buy
14,272
+157
+1% +$6.28K 0.13% 59
2025
Q2 		$576K Buy
14,115
+49
+0.3% +$1.92K 0.14% 55
2025
Q1 		$539K Buy
14,066
+231
+2% +$8.7K 0.15% 59
2024
Q4 		$513K Buy
13,835
+166
+1% +$6.05K 0.14% 61
2024
Q3 		$477K Buy
13,669
+159
+1% +$5.43K 0.12% 75
2024
Q2 		$457K Buy
13,510
+163
+1% +$5.46K 0.12% 69
2024
Q1 		$464K Buy
13,347
+171
+1% +$5.68K 0.12% 75
2023
Q4 		$409K Buy
13,176
+166
+1% +$4.88K 0.12% 80
2023
Q3 		$395K Buy
13,010
+142
+1% +$4.51K 0.13% 72
2023
Q2 		$414K Buy
12,868
+137
+1% +$4.69K 0.12% 75
2023
Q1 		$465K Buy
12,731
+137
+1% +$5.16K 0.15% 64
2022
Q4 		$433K Buy
12,594
+106
+0.8% +$3.93K 0.14% 75
2022
Q3 		$438K Buy
12,488
+107
+0.9% +$4.52K 0.16% 60
2022
Q2 		$515K Buy
12,381
+135
+1% +$5.67K 0.17% 58
2022
Q1 		$576K Buy
12,246
+176
+1% +$8.18K 0.16% 60
2021
Q4 		$589K Buy
+12,070
New +$631K 0.15% 58
2021
Q3 		– Sell
-13,169
Closed -$613K – 86
2021
Q2 		$613K Buy
13,169
+109
+0.8% +$4.75K 0.24% 22
2021
Q1 		$522K Buy
13,060
+117
+0.9% +$4.39K 0.14% 72
2020
Q4 		$437K Sell
12,943
-389
-3% -$12.3K 0.12% 81
2020
Q3 		$360K Buy
13,332
+120
+0.9% +$3.36K 0.12% 79
2020
Q2 		$360K Buy
13,212
+139
+1% +$3.22K 0.14% 75
2020
Q1 		$243K Buy
13,073
+150
+1% +$4.43K 0.11% 80
2019
Q4 		$391K Buy
12,923
+111
+0.9% +$3.24K 0.14% 81
2019
Q3 		$376K Buy
12,812
+100
+0.8% +$2.91K 0.13% 81
2019
Q2 		$378K Buy
12,712
+85
+0.7% +$2.47K 0.14% 78
2019
Q1 		$365K Buy
12,627
+107
+0.9% +$3.14K 0.14% 74
2018
Q4 		$342K Buy
+12,520
New +$360K 0.19% 45

Other funds holding AB

PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Shulman DeMeo Asset Management's AB Position: Q3 2026 in Review

Shulman DeMeo Asset Management increased its AllianceBernstein (AB) stake by 1.4% in Q3 2026, buying an estimated $6.78K and bringing the position to 13,818 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #73.

Shulman DeMeo Asset Management first reported a position in AB in Q4 2018 and has held it in 31 quarters since. The position peaked at $613K in Q2 2021. 15 funds tracked by Wall St. Rank hold AB as of Q3 2026.

  • Shulman DeMeo Asset Management held 13,818 shares of AllianceBernstein worth $484K as of Q3 2026.
  • Shulman DeMeo Asset Management bought 185 AllianceBernstein shares in Q3 2026, an estimated $6.78K.
  • AllianceBernstein made up 0.1% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #73 holding.
  • Shulman DeMeo Asset Management first reported a position in AllianceBernstein in Q4 2018 and has held it in 31 quarters since.
  • Shulman DeMeo Asset Management's AllianceBernstein position peaked at $613K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.