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SJS Investment Consulting’s AllianceBernstein AB Stock Holding History

SJS Investment Consulting’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
Q4 		– Sell
-420
Closed -$16.1K – 2088
2025
Q3 		$16.1K Hold
420
– – ﹤0.01% 561
2025
Q2 		$17.1K Hold
420
– – ﹤0.01% 296
2025
Q1 		$16.1K Hold
420
– – ﹤0.01% 310
2024
Q4 		$15.6K Sell
420
-500
-54% -$18.2K ﹤0.01% 306
2024
Q3 		$32.1K Hold
920
– – 0.01% 237
2024
Q2 		$31.1K Buy
+920
New +$30.8K 0.01% 226

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SJS Investment Consulting's AB Position: Q4 2025 in Review

SJS Investment Consulting sold out of AllianceBernstein (AB) in Q4 2025, closing a stake of 420 shares — an estimated $16.1K sold.

SJS Investment Consulting first reported a position in AB in Q2 2024 and held it in 6 quarters. The position peaked at $32.1K in Q3 2024. 284 funds tracked by Wall St. Rank hold AB as of Q4 2025.

  • SJS Investment Consulting reported no remaining AllianceBernstein position as of Q4 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 420 AllianceBernstein shares in Q4 2025, an estimated $16.1K.
  • SJS Investment Consulting first reported a position in AllianceBernstein in Q2 2024 and held it in 6 quarters.
  • SJS Investment Consulting's AllianceBernstein position peaked at $32.1K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.