WPC
AB icon

Wedmont Private Capital’s AllianceBernstein AB Stock Holding History

Wedmont Private Capital’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 		$390K Hold
11,044
– – 0.01% 673
2026
Q2 		$410K Buy
+11,044
New +$417K 0.01% 624

Other funds holding AB

PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Wedmont Private Capital's AB Position: Q3 2026 in Review

Wedmont Private Capital held its AllianceBernstein (AB) position steady in Q3 2026 at 11,044 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #673.

Wedmont Private Capital first reported a position in AB in Q2 2026 and has held it in 2 quarters since. The position peaked at $410K in Q2 2026. 15 funds tracked by Wall St. Rank hold AB as of Q3 2026.

  • Wedmont Private Capital held 11,044 shares of AllianceBernstein worth $390K as of Q3 2026.
  • Wedmont Private Capital left its AllianceBernstein share count unchanged in Q3 2026.
  • AllianceBernstein made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #673 holding.
  • Wedmont Private Capital first reported a position in AllianceBernstein in Q2 2026 and has held it in 2 quarters since.
  • Wedmont Private Capital's AllianceBernstein position peaked at $410K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.