TritonPoint Wealth’s AllianceBernstein AB Stock Holding History

TritonPoint 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
2026 Q2	$509K	Hold	14,466	–	–	0.05%	175
2026 Q1	$542K	Sell	14,466 -4,000	-22%	-$157K	0.06%	164
2025 Q4	$711K	Sell	18,466 -3,000	-14%	-$119K	0.07%	145
2025 Q3	$820K	Buy	21,466 +4,000	+23%	+$160K	0.07%	172
2025 Q2	$713K	Hold	17,466	–	–	0.07%	183
2025 Q1	$669K	Hold	17,466	–	–	0.06%	184
2024 Q4	$648K	Sell	17,466 -34	-0.2%	-$1.24K	0.06%	185
2024 Q3	$613K	Hold	17,500	–	–	0.06%	189
2024 Q2	$591K	Hold	17,500	–	–	0.06%	186
2024 Q1	$785K	Sell	17,500 -11,800	-40%	-$392K	0.08%	161
2023 Q4	$909K	Buy	+29,300	New	+$862K	0.09%	157

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

TritonPoint Wealth's AB Position: Q2 2026 in Review

TritonPoint Wealth held its AllianceBernstein (AB) position steady in Q2 2026 at 14,466 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #175.

TritonPoint Wealth first reported a position in AB in Q4 2023 and has held it in 11 quarters since. The position peaked at $909K in Q4 2023. 290 funds tracked by Wall St. Rank hold AB as of Q2 2026.

TritonPoint Wealth held 14,466 shares of AllianceBernstein worth $509K as of Q2 2026.
TritonPoint Wealth left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up 0.05% of TritonPoint Wealth's portfolio in Q2 2026, its #175 holding.
TritonPoint Wealth first reported a position in AllianceBernstein in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's AllianceBernstein position peaked at $909K in Q4 2023.
290 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.