AWM
AFB

Avior Wealth Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Avior Wealth Management’s Portfolio AFB Stock Details AFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-33,571
Closed -$365K – 686
2025
Q1 		$365K Buy
33,571
+6,095
+22% +$67.1K 0.01% 498
2024
Q4 		$299K Sell
27,476
-2,617
-9% -$29.7K 0.01% 597
2024
Q3 		$355K Sell
30,093
-1,713
-5% -$19.5K 0.01% 543
2024
Q2 		$353K Buy
31,806
+44
+0.1% +$474 0.02% 526
2024
Q1 		$349K Buy
31,762
+27,890
+720% +$303K 0.02% 545
2023
Q4 		$42K Buy
3,872
+38
+1% +$378 ﹤0.01% 759
2023
Q3 		$35.8K Buy
3,834
+36
+0.9% +$372 ﹤0.01% 833
2023
Q2 		$40.8K Buy
3,798
+35
+0.9% +$371 ﹤0.01% 809
2023
Q1 		$41.2K Buy
3,763
+34
+0.9% +$366 ﹤0.01% 823
2022
Q4 		$39.1K Buy
3,729
+242
+7% +$2.53K ﹤0.01% 662
2022
Q3 		$36K Buy
3,487
+40
+1% +$463 ﹤0.01% 653
2022
Q2 		$39K Buy
3,447
+41
+1% +$478 ﹤0.01% 606
2022
Q1 		$42K Buy
3,406
+41
+1% +$549 ﹤0.01% 618
2021
Q4 		$49K Buy
+3,365
New +$50.1K ﹤0.01% 591

Other funds holding AFB

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Avior Wealth Management's AFB Position: Q2 2025 in Review

Avior Wealth Management sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q2 2025, closing a stake of 33,571 shares — an estimated $365K sold.

Avior Wealth Management first reported a position in AFB in Q4 2021 and held it in 14 quarters. The position peaked at $365K in Q1 2025. 81 funds tracked by Wall St. Rank hold AFB as of Q2 2025.

  • Avior Wealth Management reported no remaining AllianceBernstein National Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 33,571 AllianceBernstein National Municipal Income Fund shares in Q2 2025, an estimated $365K.
  • Avior Wealth Management first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2021 and held it in 14 quarters.
  • Avior Wealth Management's AllianceBernstein National Municipal Income Fund position peaked at $365K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.