Crestwood Advisors Group, LLC

Position in AB — Alliancebernstein Holding L.P.

CIK 1426853 BOSTON, MA

Position in AB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$8,172,515

-$244,099 QoQ

Shares Held

218,283

-0.2% QoQ

Ownership

0.234%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Crestwood Advisors Group, LLC holds $97,977,698 across 19 Asset Management names. AB ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	500,188	$57,516,618
2	SEIC	Sei Investments Co	196,213	$15,396,834
3	AB	Alliancebernstein Holding L.P. This page	218,283	$8,172,515
4	ARCC	Ares Capital Corp	380,441	$6,855,546
5	STT	State Street Corp	21,369	$2,704,460
6	BLK	BlackRock, Inc.	2,559	$2,461,015
7	BN	BROOKFIELD Corp /ON/	22,726	$919,721
8	RJF	Raymond James Financial Inc	3,854	$558,020

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,172,515	218,283	-0.2%	Shares	Sole	2026-05-05
2025-12-31	$8,416,614	218,727	+1243.9%	Shares	Sole	2026-02-03
2025-09-30	$622,068	16,276	-38.4%	Shares	Sole	2025-11-07
2025-06-30	$1,078,891	26,424	+0.0%	Shares	Sole	2025-08-05
2025-03-31	$1,012,265	26,423	-90.8%	Shares	Sole	2025-05-05
2024-12-31	$10,683,106	288,032	+2.5%	Shares	Sole	2025-02-04
2024-09-30	$9,802,729	280,961	+1019.7%	Shares	Sole	2024-10-30
2024-06-30	$847,892	25,093	-0.8%	Shares	Sole	2024-08-01
2024-03-31	$878,644	25,292	-98.9%	Shares	Sole	2024-05-08
2023-12-31	$71,598,497	2,307,396	-18.1%	Shares	Sole	2024-02-13
2023-09-30	$85,507,938	2,817,395	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.