Pekin Hardy Strauss’s AllianceBernstein AB Stock Holding History

Pekin Hardy Strauss’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	$463K	Buy	12,365 +6,161	+99%	+$242K	0.05%	310
2025 Q4	$239K	Buy	6,204 +500	+9%	+$19.8K	0.02%	389
2025 Q3	$218K	Buy	+5,704	New	+$228K	0.02%	369
2022 Q2	–	Sell	-4,358	Closed	-$205K	–	323
2022 Q1	$205K	Buy	+4,358	New	+$203K	0.03%	309
2013 Q3	–	Sell	-94,640	Closed	-$1.97M	–	129
2013 Q2	$1.97M	Buy	+94,640	New	+$2.24M	0.33%	39

Other funds holding AB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pekin Hardy Strauss's AB Position: Q1 2026 in Review

Pekin Hardy Strauss increased its AllianceBernstein (AB) stake by 99% in Q1 2026, buying an estimated $242K and bringing the position to 12,365 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #310.

Pekin Hardy Strauss first reported a position in AB in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.97M in Q2 2013. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

Pekin Hardy Strauss held 12,365 shares of AllianceBernstein worth $463K as of Q1 2026.
Pekin Hardy Strauss bought 6,161 AllianceBernstein shares in Q1 2026, an estimated $242K.
AllianceBernstein made up 0.05% of Pekin Hardy Strauss's portfolio in Q1 2026, its #310 holding.
Pekin Hardy Strauss first reported a position in AllianceBernstein in Q2 2013 and has held it in 5 quarters since.
Pekin Hardy Strauss's AllianceBernstein position peaked at $1.97M in Q2 2013.
285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.