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BOLTON SECURITIES CORPORATION’s AllianceBernstein AB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$87.9K Hold
2,520
– – ﹤0.01% 1167
2026
Q2 		$88.8K Hold
2,520
– – ﹤0.01% 1148
2026
Q1 		$94.3K Buy
+2,520
New +$99K ﹤0.01% 1040
2025
Q3 		$49.7K Buy
+1,300
New +$52K ﹤0.01% 1146
2025
Q1 		$705K Buy
+18,390
New +$692K 0.04% 407

Other funds holding AB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its AllianceBernstein (AB) position steady in Q3 2026 at 2,520 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

BOLTON SECURITIES CORPORATION first reported a position in AB in Q1 2025 and has held it in 5 quarters since. The position peaked at $705K in Q1 2025. 189 funds tracked by Wall St. Rank hold AB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,520 shares of AllianceBernstein worth $87.9K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its AllianceBernstein share count unchanged in Q3 2026.
  • AllianceBernstein made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1167 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in AllianceBernstein in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's AllianceBernstein position peaked at $705K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.