AB β€” ALLIANCEBERNSTEIN HLDG L P

Ownership history in FCG Investment Co  Β·  2 quarters on record

AI Ownership Summary

FCG Investment Co reported ALLIANCEBERNSTEIN HLDG L P (AB) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows AB at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FCG Investment Co's position in ALLIANCEBERNSTEIN HLDG L P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AB was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FCG Investment Co held AB β€” position size vs. price
% of Fund (quarterly)    AB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 12,455 +3,582 +40.4% 0.22% $476K 2025-10-08 $36.91
2025 Q2 INITIATED 8,873 β€” β€” 0.19% $362K 2025-07-16 $38.34

FAQ About FCG Investment Co and AB

These are the practical questions this page is built to answer before you even open the full history table.

How long has FCG Investment Co reported owning AB?

FCG Investment Co reported AB across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported AB position in FCG Investment Co's portfolio?

The largest reported portfolio weight for AB was 0.22% in 2025 Q3.

What is the latest reported AB position on this page?

The most recent filing on this page is 2025 Q3, when FCG Investment Co reported 12,455 shares, equal to 0.22% of portfolio, with an estimated market value of $476K.

What does the chart on this AB ownership page compare?

The chart compares FCG Investment Co's quarterly AB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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