EH
AB icon

Equitable Holdings’s AllianceBernstein AB Stock Holding History

Equitable Holdings’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 		$1.2M Buy
34,149
+4,508
+15% +$170K 0.01% 929
2026
Q1 		$1.14M Buy
29,641
+5,723
+24% +$225K 0.01% 924
2025
Q4 		$920K Buy
23,918
+2,218
+10% +$87.9K 0.01% 891
2025
Q3 		$829K Buy
21,700
+1,727
+9% +$69.1K 0.01% 890
2025
Q2 		$815K Buy
19,973
+8,869
+80% +$348K 0.01% 856
2025
Q1 		$425K Buy
11,104
+3,196
+40% +$120K ﹤0.01% 963
2024
Q4 		$293K Buy
7,908
+1,366
+21% +$49.8K ﹤0.01% 1049
2024
Q3 		$228K Buy
6,542
+5
+0.1% +$171 ﹤0.01% 1141
2024
Q2 		$221K Buy
+6,537
New +$219K ﹤0.01% 1106
2023
Q4 		– Sell
-15,424
Closed -$468K – 1132
2023
Q3 		$468K Buy
15,424
+7,689
+99% +$244K 0.01% 737
2023
Q2 		$249K Buy
7,735
+4
+0.1% +$137 ﹤0.01% 917
2023
Q1 		$283K Buy
7,731
+209
+3% +$7.87K ﹤0.01% 818
2022
Q4 		$259K Hold
7,522
– – ﹤0.01% 777
2022
Q3 		$264K Hold
7,522
– – 0.01% 724
2022
Q2 		$313K Hold
7,522
– – 0.01% 675
2022
Q1 		$354K Buy
7,522
+26
+0.3% +$1.21K 0.01% 672
2021
Q4 		$366K Sell
7,496
-660
-8% -$34.5K 0.01% 651
2021
Q3 		$404K Buy
8,156
+643
+9% +$31.7K 0.01% 584
2021
Q2 		$350K Buy
7,513
+1,250
+20% +$54.5K 0.01% 623
2021
Q1 		$250K Hold
6,263
– – 0.01% 663
2020
Q4 		$212K Buy
+6,263
New +$198K ﹤0.01% 640

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

Equitable Holdings's AB Position: Q2 2026 in Review

Equitable Holdings increased its AllianceBernstein (AB) stake by 15% in Q2 2026, buying an estimated $170K and bringing the position to 34,149 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #929.

Equitable Holdings first reported a position in AB in Q4 2020 and has held it in 21 quarters since. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

  • Equitable Holdings held 34,149 shares of AllianceBernstein worth $1.2M as of Q2 2026.
  • Equitable Holdings bought 4,508 AllianceBernstein shares in Q2 2026, an estimated $170K.
  • AllianceBernstein made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #929 holding.
  • Equitable Holdings first reported a position in AllianceBernstein in Q4 2020 and has held it in 21 quarters since.
  • 292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.