AIM
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Axiom Investment Management’s AllianceBernstein AB Stock Holding History

Axiom Investment Management’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 		$34.7K Buy
985
+250
+34% +$9.45K 0.02% 247
2026
Q1 		$27.5K Buy
+735
New +$28.9K 0.02% 245
2022
Q4 		– Sell
-100
Closed -$4K – 84
2022
Q3 		$4K Buy
+100
New +$4.23K 0.01% 299

Other funds holding AB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Axiom Investment Management's AB Position: Q2 2026 in Review

Axiom Investment Management increased its AllianceBernstein (AB) stake by 34% in Q2 2026, buying an estimated $9.45K and bringing the position to 985 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #247.

Axiom Investment Management first reported a position in AB in Q3 2022 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Axiom Investment Management held 985 shares of AllianceBernstein worth $34.7K as of Q2 2026.
  • Axiom Investment Management bought 250 AllianceBernstein shares in Q2 2026, an estimated $9.45K.
  • AllianceBernstein made up 0.02% of Axiom Investment Management's portfolio in Q2 2026, its #247 holding.
  • Axiom Investment Management first reported a position in AllianceBernstein in Q3 2022 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.