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 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

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

Shulman DeMeo Asset Management's AB Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its AllianceBernstein (AB) stake by 1.3% in Q2 2026, buying an estimated $6.77K and bringing the position to 13,633 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #75.

Shulman DeMeo Asset Management first reported a position in AB in Q4 2018 and has held it in 30 quarters since. The position peaked at $613K in Q2 2021. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Shulman DeMeo Asset Management held 13,633 shares of AllianceBernstein worth $480K as of Q2 2026.
Shulman DeMeo Asset Management bought 179 AllianceBernstein shares in Q2 2026, an estimated $6.77K.
AllianceBernstein made up 0.09% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #75 holding.
Shulman DeMeo Asset Management first reported a position in AllianceBernstein in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's AllianceBernstein position peaked at $613K in Q2 2021.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.