Bessemer Group’s AllianceBernstein AB Stock Holding History

Bessemer Group’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
2025 Q4	–	Sell	-4,001	Closed	-$153K	–	2509
2025 Q3	$153K	Hold	4,001	–	–	﹤0.01%	1186
2025 Q2	$163K	Buy	+4,001	New	+$157K	﹤0.01%	1128
2024 Q1	–	Sell	-4,100	Closed	-$127K	–	2026
2023 Q4	$127K	Buy	+4,100	New	+$121K	﹤0.01%	1158
2021 Q4	–	Sell	-3,000	Closed	-$149K	–	1842
2021 Q3	$149K	Buy	+3,000	New	+$148K	﹤0.01%	847

Other funds holding AB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bessemer Group's AB Position: Q4 2025 in Review

Bessemer Group sold out of AllianceBernstein (AB) in Q4 2025, closing a stake of 4,001 shares — an estimated $153K sold.

Bessemer Group first reported a position in AB in Q3 2021 and held it in 4 quarters. The position peaked at $163K in Q2 2025. 284 funds tracked by Wall St. Rank hold AB as of Q4 2025.

Bessemer Group reported no remaining AllianceBernstein position as of Q4 2025 after selling out during the quarter.
Bessemer Group sold 4,001 AllianceBernstein shares in Q4 2025, an estimated $153K.
Bessemer Group first reported a position in AllianceBernstein in Q3 2021 and held it in 4 quarters.
Bessemer Group's AllianceBernstein position peaked at $163K in Q2 2025.
284 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.