Comparable stake leader
AXA EQUITABLE FINANCIAL SERVICES LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001982701.
Comparable stake leader
AXA EQUITABLE FINANCIAL SERVICES LLC
Disclosed value leader
Pm Alpha II Dac
Comparable rows
4/5
Latest evidence
30 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
4 of 5 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| AXA EQUITABLE FINANCIAL SERVICES LLC |
13D/G
3/4/5
10%+ Owner
|
86%
|
—
4,400,000 shares
|
$0 | 30 Jun 2025 |
| Equitable Holdings, Inc. |
13D/G
|
67%
|
—
4,400,000 shares
|
$0 | 30 Jun 2026 |
| Pm Alpha II Dac |
3/4/5
13D/G
10%+ Owner
|
17%
from 13D/G
|
$29,561,636
1,182,939 shares
|
+$1,325,965 | 02 Mar 2026 |
| ALLIANCEBERNSTEIN L.P. |
13D/G
|
11%
|
—
740,289 shares
|
$0 | 30 Jun 2026 |
| Pm Alpha Dac |
3/4/5
N/A
|
—
class O/S missing
|
$27,350,560
1,085,327 shares
|
+$4,047,257 | 02 Feb 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$5,373,222.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 53,060 | 0 | $1,325,965 | $0 | +$1,325,965 |
| 6-9 | 160,298 | 0 | $4,047,257 | $0 | +$4,047,257 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-11 of 11 reporting-owner rows connected to AB Private Lending Fund. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Pm Alpha II Dac | 10%+ Owner | $29,561,636 | +$1,325,965 | +4.7% | Filing P/S | 02 Mar 2026 |
| Pm Alpha Dac | N/A | $27,350,560 | +$4,047,257 | +17% | Filing P/S | 02 Feb 2026 |
| Jennifer Friedland | Chief Compliance Officer | Mixed | 06 Aug 2024 | |||
| Wesley Raper | Chief Financial Officer | Mixed | 06 Aug 2024 | |||
| Equitable Financial Life Insurance Co | 10%+ Owner | Mixed | 29 Nov 2024 | |||
| Richard S. Pontin | Director | Mixed | 06 Aug 2024 | |||
| J. Brent Humphries | President and CEO, Director | Mixed | 06 Aug 2024 | |||
| John G. Jordan | Director | Mixed | 06 Aug 2024 | |||
| Matthew Bass | Director | Mixed | 06 Aug 2024 | |||
| Terry Sebastian | Director | Mixed | 06 Aug 2024 | |||
| AXA EQUITABLE FINANCIAL SERVICES LLC | 10%+ Owner | Mixed | 29 Nov 2024 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Alpha II Dac Pm | Class I Common Shares of Beneficial Interest | Purchase | 4.7% | $1,325,965 | $24.99 | 53,060 | 1,182,939 | 02 Mar 2026 | Direct | |
| Alpha Dac Pm | Class I Common Shares of Beneficial Interest | Purchase | 5.51% | $1,428,875 | $25.20 | 56,701 | 1,085,327 | 02 Jan 2026 | Direct | |
| Alpha Dac Pm | Class I Common Shares of Beneficial Interest | Purchase | 11.2% | $2,618,382 | $25.27 | 103,597 | 1,028,626 | 01 Dec 2025 | Direct | |
| Alpha Dac Pm | Class I Common Shares of Beneficial Interest | Purchase | 18.6% | 144,744 | 925,029 | 03 Nov 2025 | Direct | |||
| Alpha Dac Pm | Class I Common Shares of Beneficial Interest | Purchase | 42.5% | 232,618 | 780,255 | 30 Sep 2025 | Direct |