Susquehanna Fundamental Investments’s AllianceBernstein AB Stock Holding History

Susquehanna Fundamental Investments’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	$3.87M	Buy	103,238 +63,867	+162%	+$2.51M	0.14%	148
2025 Q4	$1.51M	Buy	+39,371	New	+$1.56M	0.05%	280
2022 Q4	–	Sell	-29,685	Closed	-$1.04M	–	1169
2022 Q3	$1.04M	Buy	+29,685	New	+$1.25M	0.02%	795
2021 Q4	–	Sell	-14,552	Closed	-$721K	–	1400
2021 Q3	$721K	Sell	14,552 -22,247	-60%	-$1.1M	0.01%	1034
2021 Q2	$1.71M	Sell	36,799 -18,823	-34%	-$820K	0.03%	649
2021 Q1	$2.22M	Buy	55,622 +752	+1%	+$28.2K	0.04%	600
2020 Q4	$1.85M	Buy	54,870 +12,214	+29%	+$386K	0.03%	649
2020 Q3	$1.15M	Buy	42,656 +16,656	+64%	+$466K	0.03%	589
2020 Q2	$708K	Buy	+26,000	New	+$603K	0.03%	524
2019 Q2	–	Sell	-10,001	Closed	-$289K	–	346
2019 Q1	$289K	Hold	10,001	–	–	0.03%	320
2018 Q4	$273K	Hold	10,001	–	–	0.05%	265
2018 Q3	$305K	Sell	10,001 -18,815	-65%	-$562K	0.05%	282
2018 Q2	$823K	Sell	28,816 -7,584	-21%	-$210K	0.12%	214
2018 Q1	$977K	Buy	+36,400	New	+$971K	0.12%	258

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

Susquehanna Fundamental Investments's AB Position: Q1 2026 in Review

Susquehanna Fundamental Investments increased its AllianceBernstein (AB) stake by 162% in Q1 2026, buying an estimated $2.51M and bringing the position to 103,238 shares worth $3.87M. The position accounts for 0.14% of the portfolio, ranked #148.

Susquehanna Fundamental Investments first reported a position in AB in Q1 2018 and has held it in 14 quarters since. 285 funds tracked by Wall St. Rank hold AB as of Q1 2026.

Susquehanna Fundamental Investments held 103,238 shares of AllianceBernstein worth $3.87M as of Q1 2026.
Susquehanna Fundamental Investments bought 63,867 AllianceBernstein shares in Q1 2026, an estimated $2.51M.
AllianceBernstein made up 0.14% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #148 holding.
Susquehanna Fundamental Investments first reported a position in AllianceBernstein in Q1 2018 and has held it in 14 quarters since.
285 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.