JEPPSON WEALTH MANAGEMENT, LLC
Position in AB — Alliancebernstein Holding L.P.
CIK 1831263
MANHATTAN BEACH, CA
Position in AB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$301,236
-$2,140 QoQ
Shares Held
8,553
+5.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#150
of 287 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $3,640,492 across 6 Asset Management names. AB ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CG |
Carlyle Group Inc.
|
25,846 | $1,088,375 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
75,434 | $1,043,252 | |
| 3 | BX |
Blackstone Inc.
|
7,439 | $875,347 | |
| 4 | AB |
Alliancebernstein Holding L.P.
This page
|
8,553 | $301,236 | |
| 5 | 4,060 | $210,917 | |||
| 6 | DNP |
Dnp Select Income Fund Inc
|
11,248 | $121,365 |
All Filings in AB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,236 | 8,553 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $303,376 | 8,103 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||