BBPWM
AFB

Blue Bell Private Wealth Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Blue Bell Private 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
2026
Q2 		$359K Sell
31,500
-2,222
-7% -$24.6K 0.04% 230
2026
Q1 		$360K Hold
33,722
– – 0.05% 206
2025
Q4 		$365K Sell
33,722
-108
-0.3% -$1.17K 0.05% 194
2025
Q3 		$367K Sell
33,830
-2,923
-8% -$30.4K 0.06% 179
2025
Q2 		$379K Sell
36,753
-1,412
-4% -$14.5K 0.06% 166
2025
Q1 		$414K Sell
38,165
-1,666
-4% -$18.3K 0.08% 151
2024
Q4 		$433K Buy
39,831
+4,024
+11% +$45.7K 0.08% 135
2024
Q3 		$423K Buy
35,807
+2,905
+9% +$33.1K 0.08% 142
2024
Q2 		$366K Buy
32,902
+15,102
+85% +$163K 0.08% 139
2024
Q1 		$196K Buy
17,800
+7,900
+80% +$85.8K 0.04% 191
2023
Q4 		$107K Buy
+9,900
New +$98.5K 0.03% 232

Other funds holding AFB

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Blue Bell Private Wealth Management's AFB Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its AllianceBernstein National Municipal Income Fund (AFB) stake by 6.6% in Q2 2026, selling an estimated $24.6K and leaving 31,500 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #230.

Blue Bell Private Wealth Management first reported a position in AFB in Q4 2023 and has held it in 11 quarters since. The position peaked at $433K in Q4 2024. 87 funds tracked by Wall St. Rank hold AFB as of Q2 2026.

  • Blue Bell Private Wealth Management held 31,500 shares of AllianceBernstein National Municipal Income Fund worth $359K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 2,222 AllianceBernstein National Municipal Income Fund shares in Q2 2026, an estimated $24.6K.
  • AllianceBernstein National Municipal Income Fund made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Blue Bell Private Wealth Management first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
  • Blue Bell Private Wealth Management's AllianceBernstein National Municipal Income Fund position peaked at $433K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.