
Insider and congress filings
AllianceBernstein Holding L.P. (AB)
NYSE · Financial Services · 26 insider filings · 3 congress trades · last filed 1 month ago
About AllianceBernstein Holding L.P.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Asset Management
- Chief executive
- Seth Perry Bernstein
- Employees
- 4,468
- Listed since
- Apr 14, 1988
- Market value
- $3.4B
- Price to earnings
- 10.8
- Earnings per share
- $3.35
- Dividend yield
- 9.54%
abcomredirect.alliancebernstein.com
Earnings
6 reported quarters · next on Oct 22, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 28, 2026 | $0.82 | $0.83 | $887.5M | $907.7M | EPS in lineRevenue miss |
| Q1 FY2026reported Apr 28, 2026 | $0.83 | $0.87 | $871.1M | $894.7M | EPS missRevenue miss |
| Q4 FY2025reported Feb 5, 2026 | $0.96 | $0.92 | $957.3M | $956.1M | EPS beatRevenue in line |
| Q3 FY2025reported Oct 23, 2025 | $0.86 | $0.85 | $884.7M | $897.6M | EPS in lineRevenue in line |
| Q2 FY2025reported Jul 24, 2025 | $0.76 | $0.77 | $844.4M | $840.9M | EPS in lineRevenue in line |
| Q1 FY2025reported Apr 24, 2025 | $0.80 | $0.78 | $838.2M | $852.6M | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Morgan Stanley | $35.3M | 1,002,715 | +47.5% | 1.07% |
| American Century Companies Inc | $33.3M | 944,884 | -1.7% | 1.01% |
| Bank Of America Corp | $25.7M | 728,519 | -5.1% | 0.78% |
| Wells Fargo & Company/Mn | $19.9M | 565,889 | +14.2% | 0.61% |
| LPL Financial LLC | $19.5M | 552,670 | +7.0% | 0.59% |
| UBS Group AG | $16.3M | 462,081 | +42.1% | 0.50% |
| Peak6 LLC | $14.1M | 400,000 | 0.0% | 0.43% |
| Cresset Asset Management, LLC | $13.3M | 378,183 | 0.0% | 0.41% |
| Pathstone Holdings, LLC | $13.3M | 377,897 | +100.0% | 0.41% |
| Invesco Ltd. | $11.9M | 337,462 | +0.4% | 0.36% |
| Stifel Financial Corp | $9.5M | 270,777 | +2.0% | 0.29% |
| Susquehanna International Group, LLP | $9.2M | 262,200 | -11.3% | 0.28% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Open-market insider trades
3 filings of 26 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Charles G.T. StonehillDirector | Sold | 5,000 | $37.17 | $186K | Aug 4, 2026 | 2d |
| Seth P. BernsteinCEO | Sold | 29,000 | $39.54 | $1.1M | Apr 30, 2026 | 4d |
| Seth P. BernsteinCEO | Sold | 26,840 | $41.08 | $1.1M | Feb 18, 2026 | 1d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in AB
3 disclosures of 3 on record · median 19d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Nancy PelosiSpouse | Stock | Purchase | $500,001 - $1,000,000 | -4.0%S&P +95.4% · vs S&P 500 -99.4% | Feb 18, 2021 | Mar 9, 2021 | 19d |
| Nancy PelosiSpouse | Stock | Purchase | $500,001 - $1,000,000 | +0.5%S&P +97.1% · vs S&P 500 -96.5% | Feb 23, 2021 | Mar 9, 2021 | 14d |
| Nancy PelosiSpouse | Stock | Purchase | $500,001 - $1,000,000 | +9.0%S&P +108.0% · vs S&P 500 -98.9% | Dec 22, 2020 | Jan 21, 2021 | 30d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 20261 member reports a position (estimated). The largest estimated position is in the $1,000,001 - $5,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Nancy Pelosi | Democrat · House | $1,000,001 - $5,000,000 | 1.8% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (18)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Todd WalthallDirector | Stock award | 4,397 | May 20, 2026 |
| Bruce M. HolleyDirector | Stock award | 4,397 | May 20, 2026 |
| Das NarayandasDirector | Stock award | 4,397 | May 20, 2026 |
| Joan M. LammtennantDirector | Stock award | 4,397 | May 20, 2026 |
| Charles G.T. StonehillDirector | Stock award | 4,397 | May 20, 2026 |
| Daniel G. KayeDirector | Stock award | 4,397 | May 20, 2026 |
| Seth P. BernsteinPresident and CEO | Stock award | 159,937 | Dec 10, 2025 |
| Alexis LuckeyChief Accounting Officer | Stock award | 517 | Dec 10, 2025 |
| Karl SprulesChief Operating Officer | Stock award | 44,393 | Dec 10, 2025 |
| Mark R. ManleyGeneral Counsel & Corp Sec | Stock award | 11,068 | Dec 10, 2025 |
| Thomas SimeoneChief Accounting Officer | Stock award | 11,554 | Dec 10, 2025 |
| Karl SprulesChief Operating Officer | Gift | 2,490 | Dec 10, 2025 |
| Onur ErzanHead, Gl. Cl. Grp. & Pr. Wlth. | Stock award | 65,678 | Dec 10, 2025 |
| Mark R. ManleyGeneral Counsel & Corp Sec | Tax withholding | 11,810 | Dec 1, 2025 |
| Onur ErzanHead, Gl. Cl. Grp. & Pr. Wlth. | Tax withholding | 92,525 | Dec 1, 2025 |
| Thomas SimeoneChief Accounting Officer | Tax withholding | 4,671 | Dec 1, 2025 |
| Seth P. BernsteinPresident and CEO | Tax withholding | 95,095 | Dec 1, 2025 |
| Karl SprulesChief Operating Officer | Tax withholding | 71,046 | Dec 1, 2025 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling AB?
Across the 3 most recent open-market filings shown here, 0 were purchases and 3 were sales.
Which members of Congress have traded AB?
Nancy Pelosi disclosed AB transactions in the filings shown here.
Which members of Congress hold AB?
1 member of Congress reports a position in AB in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to Nancy Pelosi. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are AB trades disclosed?
Insider filings on this page reached the public a median of 2 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 19 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
