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
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

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return