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 Q3	$525K	Hold	15,061	–	–	0.25%	54
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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

Wealth Preservation Advisors's AB Position: Q3 2026 in Review

Wealth Preservation Advisors held its AllianceBernstein (AB) position steady in Q3 2026 at 15,061 shares worth $525K. The position accounts for 0.25% of the portfolio, ranked #54.

Wealth Preservation Advisors first reported a position in AB in Q1 2025 and has held it in 6 quarters since. The position peaked at $615K in Q2 2025. 186 funds tracked by Wall St. Rank hold AB as of Q3 2026.

Wealth Preservation Advisors held 15,061 shares of AllianceBernstein worth $525K as of Q3 2026.
Wealth Preservation Advisors left its AllianceBernstein share count unchanged in Q3 2026.
AllianceBernstein made up 0.25% of Wealth Preservation Advisors's portfolio in Q3 2026, its #54 holding.
Wealth Preservation Advisors first reported a position in AllianceBernstein in Q1 2025 and has held it in 6 quarters since.
Wealth Preservation Advisors's AllianceBernstein position peaked at $615K in Q2 2025.
186 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.