Wavvest Wealth’s AllianceBernstein AB Stock Holding History

Wavvest 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 Q3	$262K	Buy	+7,519	New	+$276K	0.21%	89

Other funds holding AB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Wavvest Wealth's AB Position: Q3 2026 in Review

Wavvest Wealth opened a new position in AllianceBernstein (AB) in Q3 2026: 7,519 shares worth $262K. The stake represents 0.21% of the portfolio and ranks #89 among its holdings.

137 funds tracked by Wall St. Rank hold AB as of Q3 2026.

Wavvest Wealth held 7,519 shares of AllianceBernstein worth $262K as of Q3 2026.
AllianceBernstein was a new Wavvest Wealth position in Q3 2026.
AllianceBernstein made up 0.21% of Wavvest Wealth's portfolio in Q3 2026, its #89 holding.
137 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Wavvest Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.