IEQ Capital’s AllianceBernstein AB Stock Holding History

IEQ Capital’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 Q3	$216K	Hold	6,200	–	–	﹤0.01%	1752
2026 Q2	$218K	Hold	6,200	–	–	﹤0.01%	1801
2026 Q1	$232K	Hold	6,200	–	–	﹤0.01%	1628
2025 Q4	$239K	Hold	6,200	–	–	﹤0.01%	1631
2025 Q3	$237K	Hold	6,200	–	–	﹤0.01%	1620
2025 Q2	$253K	Hold	6,200	–	–	﹤0.01%	1488
2025 Q1	$238K	Hold	6,200	–	–	﹤0.01%	1294
2024 Q4	$230K	Hold	6,200	–	–	﹤0.01%	1143
2024 Q3	$216K	Hold	6,200	–	–	﹤0.01%	1041
2024 Q2	$209K	Hold	6,200	–	–	﹤0.01%	904
2024 Q1	$215K	Buy	+6,200	New	+$206K	﹤0.01%	865

Other funds holding AB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

IEQ Capital's AB Position: Q3 2026 in Review

IEQ Capital held its AllianceBernstein (AB) position steady in Q3 2026 at 6,200 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

IEQ Capital first reported a position in AB in Q1 2024 and has held it in 11 quarters since. The position peaked at $253K in Q2 2025. 166 funds tracked by Wall St. Rank hold AB as of Q3 2026.

IEQ Capital held 6,200 shares of AllianceBernstein worth $216K as of Q3 2026.
IEQ Capital left its AllianceBernstein share count unchanged in Q3 2026.
AllianceBernstein made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1752 holding.
IEQ Capital first reported a position in AllianceBernstein in Q1 2024 and has held it in 11 quarters since.
IEQ Capital's AllianceBernstein position peaked at $253K in Q2 2025.
166 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.