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Equibles

SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in AB — Alliancebernstein Holding L.P.

CIK 1531593 NEW YORK, NY
Back to AB Full portfolio

Position in AB

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$584,064
-$55,713 QoQ
Shares Held
15,600
-6.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AB Over Time

Shares Held

Position Value (USD)

Derivatives in AB

reported options exposure · as of Mar 31, 2022
CallValue
$0
CallShares
0
PutValue
$65,828
PutShares
1,400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $2,831,212 across 24 Asset Management names.

# Ticker Company Shares Value (USD) Open
1 ARES
Ares Management Corp
 14,892 $1,657,628
2 BN
BROOKFIELD Corp /ON/
 8,000 $340,720
3 BEN
Franklin Templeton Inc
 8,574 $285,256
4 KKR
KKR & Co. Inc.
 1,132 $103,894
5
1,400 $72,730
6 OWL
Blue Owl Capital Inc.
 6,845 $59,893
7 STEP
StepStone Group Inc.
 1,340 $55,422
8 MMT
Aberdeen Multi-Market Income Fund
 8,608 $37,875

All Filings in AB

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $584,064 15,600
2025-03-31 $639,777 16,700
2024-12-31 $40,799 1,100
2024-03-31 $27,792 800
2023-03-31 $10,968 300
2022-12-31 $17,253 502
2022-09-30 $42,072 1,200
2022-06-30 $16,632 400
2022-03-31 $65,828 1,400
2022-03-31 $70,530 1,500
2021-12-31 $122,100 2,500