World Investment Advisors’s AllianceBernstein AB Stock Holding History

World Investment 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	$408K	Sell	11,037 -690	-6%	-$26.1K	0.01%	1042
2026 Q1	$439K	Buy	11,727 +3	+0%	+$118	0.01%	1046
2025 Q4	$451K	Buy	11,724 +3,007	+34%	+$119K	0.01%	972
2025 Q3	$333K	Hold	8,717	–	–	0.01%	947
2025 Q2	$356K	Hold	8,717	–	–	0.01%	855
2025 Q1	$334K	Hold	8,717	–	–	0.01%	834
2024 Q4	$323K	Buy	8,717 +1,417	+19%	+$51.6K	0.01%	799
2024 Q3	$255K	Sell	7,300 -932	-11%	-$31.8K	0.01%	790
2024 Q2	$278K	Buy	+8,232	New	+$276K	0.02%	516

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

World Investment Advisors's AB Position: Q2 2026 in Review

World Investment Advisors reduced its AllianceBernstein (AB) stake by 5.9% in Q2 2026, selling an estimated $26.1K and leaving 11,037 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #1042.

World Investment Advisors first reported a position in AB in Q2 2024 and has held it in 9 quarters since. The position peaked at $451K in Q4 2025. 293 funds tracked by Wall St. Rank hold AB as of Q2 2026.

World Investment Advisors held 11,037 shares of AllianceBernstein worth $408K as of Q2 2026.
World Investment Advisors sold 690 AllianceBernstein shares in Q2 2026, an estimated $26.1K.
AllianceBernstein made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1042 holding.
World Investment Advisors first reported a position in AllianceBernstein in Q2 2024 and has held it in 9 quarters since.
World Investment Advisors's AllianceBernstein position peaked at $451K in Q4 2025.
293 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

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