Vermillion Wealth Management’s AllianceBernstein AB Stock Holding History

Vermillion Wealth Management’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	$19.4K	Buy	552 +5	+0.9%	+$189	﹤0.01%	929
2026 Q1	$20.5K	Buy	547 +247	+82%	+$9.7K	0.01%	299
2025 Q4	$11.5K	Hold	300	–	–	﹤0.01%	356
2025 Q3	$11.5K	Hold	300	–	–	﹤0.01%	1010
2025 Q2	$12.2K	Hold	300	–	–	0.01%	316
2025 Q1	$11.5K	Hold	300	–	–	﹤0.01%	833
2024 Q4	$11.1K	Buy	+300	New	+$10.9K	0.01%	315

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

Vermillion Wealth Management's AB Position: Q2 2026 in Review

Vermillion Wealth Management increased its AllianceBernstein (AB) stake by 0.91% in Q2 2026, buying an estimated $189 and bringing the position to 552 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Vermillion Wealth Management first reported a position in AB in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.5K in Q1 2026. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Vermillion Wealth Management held 552 shares of AllianceBernstein worth $19.4K as of Q2 2026.
Vermillion Wealth Management bought 5 AllianceBernstein shares in Q2 2026, an estimated $189.
AllianceBernstein made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #929 holding.
Vermillion Wealth Management first reported a position in AllianceBernstein in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's AllianceBernstein position peaked at $20.5K in Q1 2026.
292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.