Peddock Capital Advisors’s AllianceBernstein AB Stock Holding History

Peddock Capital Advisors’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	$204K	Hold	5,780	–	–	0.04%	162
2026 Q1	$216K	Hold	5,780	–	–	0.05%	158
2025 Q4	$222K	Hold	5,780	–	–	0.05%	154
2025 Q3	$221K	Hold	5,780	–	–	0.05%	155
2025 Q2	$236K	Hold	5,780	–	–	0.05%	151
2025 Q1	$221K	Hold	5,780	–	–	0.06%	148
2024 Q4	$214K	Buy	+5,780	New	+$211K	0.05%	152

Other funds holding AB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Peddock Capital Advisors's AB Position: Q2 2026 in Review

Peddock Capital Advisors held its AllianceBernstein (AB) position steady in Q2 2026 at 5,780 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #162.

Peddock Capital Advisors first reported a position in AB in Q4 2024 and has held it in 7 quarters since. The position peaked at $236K in Q2 2025. 292 funds tracked by Wall St. Rank hold AB as of Q2 2026.

Peddock Capital Advisors held 5,780 shares of AllianceBernstein worth $204K as of Q2 2026.
Peddock Capital Advisors left its AllianceBernstein share count unchanged in Q2 2026.
AllianceBernstein made up 0.04% of Peddock Capital Advisors's portfolio in Q2 2026, its #162 holding.
Peddock Capital Advisors first reported a position in AllianceBernstein in Q4 2024 and has held it in 7 quarters since.
Peddock Capital Advisors's AllianceBernstein position peaked at $236K in Q2 2025.
292 funds tracked by Wall St. Rank held AllianceBernstein as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.