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Equibles

Mallini Complete Financial Planning LLC

Position in AB — Alliancebernstein Holding L.P.

CIK 2049540 GAINESVILLE, FL
Back to AB Full portfolio

Position in AB

as of Sep 30, 2026 · filed Oct 6, 2026
Position Value
$382,947
+$18,174 QoQ
Shares Held
10,979
+6.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3
of 6 holders
Holding Since
Dec 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AB Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Sep 30, 2026

Mallini Complete Financial Planning LLC holds $4,886,704 across 17 Asset Management names. AB ranks #4 (7.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
 36,144 $690,350
2 CRF
Cornerstone Total Return Fund Inc
 87,687 $540,151
3 GOF
Guggenheim Strategic Opportunities Fund
 55,172 $469,513
4 AB
Alliancebernstein Holding L.P.
This page 		10,979 $382,947
5 PFN
PIMCO Income Strategy Fund II
 56,183 $350,581
6 EVV
Eaton Vance Ltd Duration Income Fund
 33,769 $285,348
7 FLC
Flaherty & Crumrine Total Return Fund Inc
 16,786 $264,379
8 GCV
Gabelli Convertible & Income Securities Fund Inc
 54,893 $227,257

All Filings in AB

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $382,947 10,979
2026-06-30 $364,773 10,357
2026-03-31 $383,235 10,236
2025-12-31 $372,948 9,692
2025-09-30 $357,471 9,353
2025-06-30 $380,559 9,321
2025-03-31 $354,940 9,265
2024-12-31 $334,925 9,030