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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axiom Investment Management's AB Position: Q1 2026 in Review

Axiom Investment Management opened a new position in AllianceBernstein (AB) in Q1 2026: 735 shares worth $27.5K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in AB as recently as Q3 2022.

Axiom Investment Management first reported a position in AB in Q3 2022 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • Axiom Investment Management held 735 shares of AllianceBernstein worth $27.5K as of Q1 2026.
  • AllianceBernstein was a new Axiom Investment Management position in Q1 2026.
  • AllianceBernstein made up 0.02% of Axiom Investment Management's portfolio in Q1 2026, its #245 holding.
  • Axiom Investment Management first reported a position in AllianceBernstein in Q3 2022 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.