IC
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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
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

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B AUM 30.12% 1-Year Est. Return

IEQ Capital's AB Position: Q1 2026 in Review

IEQ Capital held its AllianceBernstein (AB) position steady in Q1 2026 at 6,200 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

IEQ Capital first reported a position in AB in Q1 2024 and has held it in 9 quarters since. The position peaked at $253K in Q2 2025. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

  • IEQ Capital held 6,200 shares of AllianceBernstein worth $232K as of Q1 2026.
  • IEQ Capital left its AllianceBernstein share count unchanged in Q1 2026.
  • AllianceBernstein made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1628 holding.
  • IEQ Capital first reported a position in AllianceBernstein in Q1 2024 and has held it in 9 quarters since.
  • IEQ Capital's AllianceBernstein position peaked at $253K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.