Wealthstar Advisors’s AllianceBernstein AB Stock Holding History

Wealthstar 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	$697K	Buy	+19,984	New	+$733K	0.2%	69

Other funds holding AB

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

DEM

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

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealthstar Advisors's AB Position: Q3 2026 in Review

Wealthstar Advisors opened a new position in AllianceBernstein (AB) in Q3 2026: 19,984 shares worth $697K. The stake represents 0.2% of the portfolio and ranks #69 among its holdings.

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

Wealthstar Advisors held 19,984 shares of AllianceBernstein worth $697K as of Q3 2026.
AllianceBernstein was a new Wealthstar Advisors position in Q3 2026.
AllianceBernstein made up 0.2% of Wealthstar Advisors's portfolio in Q3 2026, its #69 holding.
43 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.