Income investors chasing yield tend to gravitate to the same handful of REITs and MLPs, but three finance-sector payers with materially higher yields keep getting overlooked.
AllianceBernstein NYSE: AB reported record assets under management and its strongest quarterly sales in five years during the second quarter of 2026, as fixed-income demand, private-market deployments and insurance-related mandates helped the firm return to positive organic growth.
BKR, ASH and AB have been added to the Zacks Rank #5 (Strong Sell) List on May 28, 2026.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 5,000 | $155,150 | $185,350 | $30,200 | 19.47% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 61,164 | $2.15M | $2.27M | $116,205.68 | 5.39% |
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 15,475 | $571,474.68 | $567,158.75 | -$4,315.93 | -0.76% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 40,200 | $1.36M | $1.49M | $130,204 | 9.59% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,067 | $39,182.01 | $39,500.34 | $318.33 | 0.81% |
| Capital Markets Industry | Financials Sector | Tony Gannon CEO | NYSE Exchange | 01881G106 CUSIP |
| US Country | 51 Employees | 12 Aug 2026 Last Dividend | 3 Apr 1998 Last Split | - IPO Date |
AllianceBernstein Holding L.P. stands as a noteworthy entity in the investment management landscape, having evolved from its prior identity as Alliance Capital Management Holding LP. Commencing operations in 1967, it has carved its niche as a publicly owned investment manager that prides itself on offering an array of tailored investment solutions for its clients. Operating from its headquarters in Nashville, Tennessee, AllianceBernstein is recognized for its commitment to leveraging both in-house and external research. This strategic approach underpins their objective to navigate and capitalize on varied investment opportunities that align with their clients' diverse financial goals. The intricate understanding of market dynamics, combined with an extensive suite of investment strategies, positions AllianceBernstein as a versatile and reliable adviser in the complex landscape of investment management.
AllianceBernstein Holding L.P. specializes in a broad spectrum of investment vehicles and strategies, tailored to meet the nuanced needs and objectives of its clients. Among their offerings are:
To navigate these investment avenues effectively, AllianceBernstein employs a combination of quantitative analysis and a variety of trading strategies. These include long-term and short-term purchases, short sales, margin transactions, and sophisticated option strategies such as covered options, uncovered options, and spread strategies. The use of external research complements AllianceBernstein's in-house insights, enriching the decision-making process and optimizing investment performance for its clients.