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SVB Wealth’s AllianceBernstein AB Stock Holding History

SVB Wealth’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
Q2 		– Sell
-825
Closed -$31.6K – 425
2025
Q1 		$31.6K Buy
+825
New +$31.1K ﹤0.01% 651
2021
Q3 		– Sell
-10,304
Closed -$480K – 1002
2021
Q2 		$480K Buy
10,304
+2,371
+30% +$103K 0.01% 590
2021
Q1 		$317K Buy
+7,933
New +$298K ﹤0.01% 664
2016
Q3 		– Sell
-10,197
Closed -$238K – 518
2016
Q2 		$238K Buy
10,197
+320
+3% +$7.46K 0.01% 459
2016
Q1 		$232K Sell
9,877
-875
-8% -$17.8K 0.01% 470
2015
Q4 		$256K Buy
+10,752
New +$271K 0.01% 478
2015
Q3 		– Sell
-9,572
Closed -$283K – 550
2015
Q2 		$283K Buy
+9,572
New +$297K 0.01% 492

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Churchill Management
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

SVB Wealth's AB Position: Q2 2025 in Review

SVB Wealth sold out of AllianceBernstein (AB) in Q2 2025, closing a stake of 825 shares — an estimated $31.6K sold.

SVB Wealth first reported a position in AB in Q2 2015 and held it in 7 quarters. The position peaked at $480K in Q2 2021. 276 funds tracked by Wall St. Rank hold AB as of Q2 2025.

  • SVB Wealth reported no remaining AllianceBernstein position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 825 AllianceBernstein shares in Q2 2025, an estimated $31.6K.
  • SVB Wealth first reported a position in AllianceBernstein in Q2 2015 and held it in 7 quarters.
  • SVB Wealth's AllianceBernstein position peaked at $480K in Q2 2021.
  • 276 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.