SPIA
AB icon

Steward Partners Investment Advisory’s AllianceBernstein AB Stock Holding History

Steward Partners Investment Advisory’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 		$78.9K Buy
2,241
+213
+11% +$8.05K ﹤0.01% 2718
2026
Q1 		$75.9K Buy
2,028
+515
+34% +$20.2K ﹤0.01% 2546
2025
Q4 		$58.2K Sell
1,513
-1,580
-51% -$62.6K ﹤0.01% 2594
2025
Q3 		$118K Sell
3,093
-1,042
-25% -$41.7K ﹤0.01% 2130
2025
Q2 		$169K Hold
4,135
– – ﹤0.01% 1838
2025
Q1 		$158K Sell
4,135
-1,811
-30% -$68.2K ﹤0.01% 1761
2024
Q4 		$221K Buy
5,946
+1,103
+23% +$40.2K ﹤0.01% 1555
2024
Q3 		$169K Buy
4,843
+2,548
+111% +$87.1K ﹤0.01% 1616
2024
Q2 		$77.5K Buy
2,295
+211
+10% +$7.06K ﹤0.01% 1895
2024
Q1 		$72.4K Sell
2,084
-1,031
-33% -$34.3K ﹤0.01% 1919
2023
Q4 		$96.7K Buy
3,115
+581
+23% +$17.1K ﹤0.01% 1712
2023
Q3 		$76.9K Sell
2,534
-250
-9% -$7.94K ﹤0.01% 1702
2023
Q2 		$89.5K Sell
2,784
-878
-24% -$30.1K ﹤0.01% 1629
2023
Q1 		$134K Sell
3,662
-332
-8% -$12.5K ﹤0.01% 1465
2022
Q4 		$137K Hold
3,994
– – ﹤0.01% 1414
2022
Q3 		$140K Sell
3,994
-10
-0.2% -$423 ﹤0.01% 1353
2022
Q2 		$166K Buy
4,004
+194
+5% +$8.15K ﹤0.01% 1274
2022
Q1 		$179K Buy
3,810
+3,340
+711% +$155K ﹤0.01% 1339
2021
Q4 		$23K Sell
470
-1,000
-68% -$52.3K ﹤0.01% 2257
2021
Q3 		$73K Sell
1,470
-400
-21% -$19.7K ﹤0.01% 1688
2021
Q2 		$87K Buy
1,870
+300
+19% +$13.1K ﹤0.01% 2446
2021
Q1 		$62.8K Sell
1,570
-230
-13% -$8.63K ﹤0.01% 1866
2020
Q4 		$61K Sell
1,800
-600
-25% -$19K ﹤0.01% 1567
2020
Q3 		$65K Hold
2,400
– – ﹤0.01% 1384
2020
Q2 		$65K Hold
2,400
– – ﹤0.01% 1306
2020
Q1 		$44K Sell
2,400
-1,400
-37% -$41.3K ﹤0.01% 1308
2019
Q4 		$114K Hold
3,800
– – ﹤0.01% 1082
2019
Q3 		$111K Hold
3,800
– – ﹤0.01% 1049
2019
Q2 		$112K Buy
+3,800
New +$110K ﹤0.01% 1010
2018
Q4 		– Sell
-2,200
Closed -$67K – 778
2018
Q3 		$67K Sell
2,200
-1,026
-32% -$30.6K ﹤0.01% 1075
2018
Q2 		$92K Buy
3,226
+1,026
+47% +$28.4K 0.01% 877
2018
Q1 		$59K Buy
+2,200
New +$58.7K ﹤0.01% 943

Other funds holding AB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Steward Partners Investment Advisory's AB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its AllianceBernstein (AB) stake by 11% in Q2 2026, buying an estimated $8.05K and bringing the position to 2,241 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Steward Partners Investment Advisory first reported a position in AB in Q1 2018 and has held it in 32 quarters since. The position peaked at $221K in Q4 2024. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Steward Partners Investment Advisory held 2,241 shares of AllianceBernstein worth $78.9K as of Q2 2026.
  • Steward Partners Investment Advisory bought 213 AllianceBernstein shares in Q2 2026, an estimated $8.05K.
  • AllianceBernstein made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2718 holding.
  • Steward Partners Investment Advisory first reported a position in AllianceBernstein in Q1 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's AllianceBernstein position peaked at $221K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.