Zions Bancorporation, National Association’s AllianceBernstein AB Stock Holding History

Zions Bancorporation, National Association’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	–	Sell	-1,000	Closed	-$37.4K	–	1629
2026 Q1	$37.4K	Sell	1,000 -1,000	-50%	-$39.3K	﹤0.01%	595
2025 Q4	$77K	Hold	2,000	–	–	﹤0.01%	550
2025 Q3	$76.4K	Hold	2,000	–	–	﹤0.01%	492
2025 Q2	$81.7K	Hold	2,000	–	–	﹤0.01%	447
2025 Q1	$76.6K	Buy	+2,000	New	+$75.3K	﹤0.01%	429

Other funds holding AB

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

DEM

Disciplined Equity Management Neptune Beach, Florida $226M AUM 27.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SharpePoint Phoenix, Arizona $200M AUM 66.57% 1-Year Est. Return

Zions Bancorporation, National Association's AB Position: Q2 2026 in Review

Zions Bancorporation, National Association sold out of AllianceBernstein (AB) in Q2 2026, closing a stake of 1,000 shares — an estimated $37.4K sold.

Zions Bancorporation, National Association first reported a position in AB in Q1 2025 and held it in 5 quarters. The position peaked at $81.7K in Q2 2025. 113 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Zions Bancorporation, National Association reported no remaining AllianceBernstein position as of Q2 2026 after selling out during the quarter.
Zions Bancorporation, National Association sold 1,000 AllianceBernstein shares in Q2 2026, an estimated $37.4K.
Zions Bancorporation, National Association first reported a position in AllianceBernstein in Q1 2025 and held it in 5 quarters.
Zions Bancorporation, National Association's AllianceBernstein position peaked at $81.7K in Q2 2025.
113 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.