Wealth Preservation Advisors’s AllianceBernstein AB Stock Holding History

Wealth Preservation Advisors’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	$530K	Buy	+15,061	New	+$569K	0.3%	42
2026 Q1	–	Sell	-15,061	Closed	-$580K	–	1027
2025 Q4	$580K	Hold	15,061	–	–	0.29%	36
2025 Q3	$576K	Hold	15,061	–	–	0.33%	32
2025 Q2	$615K	Hold	15,061	–	–	0.38%	33
2025 Q1	$577K	Buy	+15,061	New	+$567K	0.41%	32

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

Wealth Preservation Advisors's AB Position: Q2 2026 in Review

Wealth Preservation Advisors opened a new position in AllianceBernstein (AB) in Q2 2026: 15,061 shares worth $530K. The stake represents 0.3% of the portfolio and ranks #42 among its holdings. This is a return to the name: Wealth Preservation Advisors previously reported a position in AB as recently as Q4 2025.

Wealth Preservation Advisors first reported a position in AB in Q1 2025 and has held it in 5 quarters since. The position peaked at $615K in Q2 2025. 291 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Wealth Preservation Advisors held 15,061 shares of AllianceBernstein worth $530K as of Q2 2026.
AllianceBernstein was a new Wealth Preservation Advisors position in Q2 2026.
AllianceBernstein made up 0.3% of Wealth Preservation Advisors's portfolio in Q2 2026, its #42 holding.
Wealth Preservation Advisors first reported a position in AllianceBernstein in Q1 2025 and has held it in 5 quarters since.
Wealth Preservation Advisors's AllianceBernstein position peaked at $615K in Q2 2025.
291 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.