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The company

AllianceBernstein Holding L.P. Units

AB · NYSE

FinancialsCapital Markets & Asset Management

We hold no 150-day reading for AB yet: it needs about 200 sessions of history. Capital Markets & Asset Management: 23% of its 97 stocks in an uptrend (−14 points in four weeks); Financials: 43% (−14 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
—
Industry in uptrend
23% -14 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$4.9M
Officials’ trades on record
9
Institutions holding
279 (+5)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 0 of 0 weeks.

20 Apr – 19 Oct
24%43%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$730.4MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

9 disclosed lines: House 9, Senate 0, executive 0; 2 people.

WhoDidAmountTraded
Nancy Pelosi House: U.S. House ClerkCA11boughtspouse$1M–$5M16 Jan 2026filed 23 Jan 2026
Nancy Pelosi House: U.S. House ClerkCA12boughtspouse$250k–$500k27 Jan 2022filed 4 Mar 2022
Nancy Pelosi House: U.S. House ClerkCA12boughtspouse$250k–$500k27 Jan 2022filed 28 Feb 2022
Nancy Pelosi House: U.S. House ClerkCA12bought$500k–$1M23 Feb 2021filed 9 Apr 2021
Nancy Pelosi House: U.S. House ClerkCA12bought$500k–$1M23 Feb 2021filed 9 Mar 2021
Nancy Pelosi House: U.S. House ClerkCA12bought$500k–$1M18 Feb 2021filed 9 Apr 2021
Nancy Pelosi House: U.S. House ClerkCA12boughtspouse$500k–$1M18 Feb 2021filed 9 Mar 2021
Nancy Pelosi House: U.S. House ClerkCA12bought$500k–$1M22 Dec 2020filed 9 Apr 2021
Nancy Pelosi House: U.S. House ClerkCA12boughtspouse$500k–$1M22 Dec 2020filed 21 Jan 2021

Insiders

Buy orders, 12 months0
Sale orders, 12 months3
Buyers · sellers0 · 2
WhoDidSharesTraded
Charles G.t. StonehillDirectorsold5,000at $37.174 Aug 2026filed 6 Aug 2026
Seth P. BernsteinCEOsold29,000at $39.5430 Apr 2026filed 4 May 2026
Seth P. BernsteinCEOsold26,840at $41.0818 Feb 2026filed 19 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders279+5 on the quarter
New · exited32 · 28
Reported value$401.6M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
MORGAN STANLEYadded · filed 13 Aug 20261,002,715$35.3M+322,961+47.5%
AMERICAN CENTURY COMPANIES INCreduced · filed 12 Aug 2026944,884$33.3M-16,698−1.7%
BANK OF AMERICA CORPreduced · filed 14 Aug 2026728,519$25.7M-39,490−5.1%
WELLS FARGO & COMPANYadded · filed 14 Aug 2026565,889$19.9M+70,420+14.2%
LPL Financial LLCadded · filed 7 Aug 2026552,670$19.5M+36,253+7.0%
UBS Group AGadded · filed 13 Aug 2026462,081$16.3M+136,925+42.1%
Cresset Asset Management, LLCunchanged · filed 14 Aug 2026378,183$13.3M00.0%
Pathstone Holdings, LLCnew · filed 13 Aug 2026377,897$13.3M+377,897
Invesco Ltd.added · filed 14 Aug 2026337,462$11.9M+1,402+0.4%
STIFEL FINANCIAL CORPadded · filed 12 Aug 2026270,777$9.5M+5,410+2.0%
31 Mar 2023 – 30 Jun 2026
209243276Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Charles G.T. Stonehill Company insiderDirector · last 4 Aug 20260 · 4
Bruce M. Holley Company insiderDirector · last 20 May 20260 · 0
Daniel G. Kaye Company insiderDirector · last 20 May 20260 · 1
Das Narayandas Company insiderDirector · last 20 May 20260 · 0
Joan M. Lammtennant Company insiderDirector · last 20 May 20260 · 0
Todd Walthall Company insiderDirector · last 20 May 20260 · 0
Seth P. Bernstein Company insiderCEO · last 30 Apr 20261 · 5
Nancy Pelosi HouseCA11 · last 16 Jan 20269 · 0
Alexis Luckey Company insiderChief Accounting Officer · last 10 Dec 20250 · 0
Karl Sprules Company insiderChief Operating Officer · last 10 Dec 20250 · 1
Mark R. Manley Company insiderGeneral Counsel & Corp Sec · last 10 Dec 20250 · 7
Onur Erzan Company insiderHead, Gl. Cl. Grp. & Pr. Wlth. · last 10 Dec 20250 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 2025118%
Cash and equivalentsFY 2025 · to 31 Dec 2025$0

Analyst forecasts

No analyst forecasts yet.