Sonora Investment Management Group’s AllianceBernstein AB Stock Holding History

Sonora Investment Management Group’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 Q3	$303K	Sell	7,927 -1,000	-11%	-$40K	0.02%	224
2025 Q2	$364K	Buy	8,927 +79	+0.9%	+$3.1K	0.03%	198
2025 Q1	$339K	Sell	8,848 -164	-2%	-$6.17K	0.03%	205
2024 Q4	$334K	Sell	9,012 -1,030	-10%	-$37.5K	0.03%	209
2024 Q3	$350K	Sell	10,042 -1,350	-12%	-$46.1K	0.03%	205
2024 Q2	$396K	Hold	11,392	–	–	0.03%	195
2024 Q1	$396K	Hold	11,392	–	–	0.03%	195
2023 Q4	$353K	Buy	11,392 +1,000	+10%	+$29.4K	0.03%	190
2023 Q3	$315K	Sell	10,392 -100	-1%	-$3.18K	0.03%	197
2023 Q2	$337K	Hold	10,492	–	–	0.03%	198
2023 Q1	$384K	Sell	10,492 -2,640	-20%	-$99.5K	0.03%	181
2022 Q4	$451K	Sell	13,132 -215	-2%	-$7.96K	0.04%	166
2022 Q3	$555K	Hold	13,347	–	–	0.07%	123
2022 Q2	$555K	Sell	13,347 -475	-3%	-$20K	0.05%	154
2022 Q1	$651K	Buy	13,822 +215	+2%	+$10K	0.07%	124
2021 Q4	$665K	Buy	+13,607	New	+$711K	0.08%	116

Other funds holding AB

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sonora Investment Management Group's AB Position: Q3 2025 in Review

Sonora Investment Management Group reduced its AllianceBernstein (AB) stake by 11% in Q3 2025, selling an estimated $40K and leaving 7,927 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #224.

Sonora Investment Management Group first reported a position in AB in Q4 2021 and has held it in 16 quarters since. The position peaked at $665K in Q4 2021. 275 funds tracked by Wall St. Rank hold AB as of Q3 2025.

Sonora Investment Management Group held 7,927 shares of AllianceBernstein worth $303K as of Q3 2025.
Sonora Investment Management Group sold 1,000 AllianceBernstein shares in Q3 2025, an estimated $40K.
AllianceBernstein made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #224 holding.
Sonora Investment Management Group first reported a position in AllianceBernstein in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's AllianceBernstein position peaked at $665K in Q4 2021.
275 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.