Position in AB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$264,924
-$16,699 QoQ
Shares Held
7,522
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#166
of 287 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $1,113,333 across 4 Asset Management names. AB ranks #3 (23.8% of the industry book) .
All Filings in AB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,924 | 7,522 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $281,623 | 7,522 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $295,449 | 7,678 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $295,134 | 7,722 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $315,207 | 7,720 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||