EIP
AB icon

Epoch Investment Partners’s AllianceBernstein AB Stock Holding History

Epoch Investment Partners’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
-25,038
Closed -$957K – 248
2025
Q3 		$957K Hold
25,038
– – 0.01% 240
2025
Q2 		$1.02M Sell
25,038
-125,104
-83% -$4.9M 0.01% 247
2025
Q1 		$5.75M Sell
150,142
-23,822
-14% -$897K 0.03% 208
2024
Q4 		$6.45M Buy
173,964
+2,572
+2% +$93.7K 0.03% 207
2024
Q3 		$5.98M Buy
171,392
+1,879
+1% +$64.2K 0.03% 215
2024
Q2 		$5.73M Buy
169,513
+8,842
+6% +$296K 0.03% 218
2024
Q1 		$5.58M Buy
160,671
+31,399
+24% +$1.04M 0.02% 270
2023
Q4 		$4.01M Buy
129,272
+48,122
+59% +$1.42M 0.02% 287
2023
Q3 		$2.46M Sell
81,150
-13,210
-14% -$420K 0.02% 305
2023
Q2 		$3.03M Buy
94,360
+24,456
+35% +$837K 0.02% 310
2023
Q1 		$2.56M Buy
69,904
+14,344
+26% +$540K 0.02% 313
2022
Q4 		$1.91M Sell
55,560
-39,640
-42% -$1.47M 0.01% 313
2022
Q3 		$3.34M Sell
95,200
-2,936
-3% -$124K 0.02% 311
2022
Q2 		$4.08M Buy
98,136
+19,957
+26% +$838K 0.02% 313
2022
Q1 		$3.68M Hold
78,179
– – 0.02% 320
2021
Q4 		$3.82M Buy
78,179
+16,390
+27% +$857K 0.02% 306
2021
Q3 		$3.06M Buy
61,789
+3,403
+6% +$168K 0.02% 303
2021
Q2 		$2.72M Buy
58,386
+2,215
+4% +$96.5K 0.01% 297
2021
Q1 		$2.25M Buy
+56,171
New +$2.11M 0.01% 297

Other funds holding AB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Epoch Investment Partners's AB Position: Q4 2025 in Review

Epoch Investment Partners sold out of AllianceBernstein (AB) in Q4 2025, closing a stake of 25,038 shares — an estimated $957K sold.

Epoch Investment Partners first reported a position in AB in Q1 2021 and held it in 19 quarters. The position peaked at $6.45M in Q4 2024. 284 funds tracked by Wall St. Rank hold AB as of Q4 2025.

  • Epoch Investment Partners reported no remaining AllianceBernstein position as of Q4 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 25,038 AllianceBernstein shares in Q4 2025, an estimated $957K.
  • Epoch Investment Partners first reported a position in AllianceBernstein in Q1 2021 and held it in 19 quarters.
  • Epoch Investment Partners's AllianceBernstein position peaked at $6.45M in Q4 2024.
  • 284 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2025.

Based on Epoch Investment Partners's 13F filing for Q4 2025, filed 13 Feb 2026.