CCG
AFB

Catalina Capital Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Catalina Capital Group’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
Q1 		$294K Buy
27,513
+7,823
+40% +$85.2K 0.18% 107
2025
Q4 		$213K Hold
19,690
– – 0.13% 141
2025
Q3 		$214K Hold
19,690
– – 0.13% 138
2025
Q2 		$203K Buy
+19,690
New +$203K 0.13% 140

Other funds holding AFB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Catalina Capital Group's AFB Position: Q1 2026 in Review

Catalina Capital Group increased its AllianceBernstein National Municipal Income Fund (AFB) stake by 40% in Q1 2026, buying an estimated $85.2K and bringing the position to 27,513 shares worth $294K. The position accounts for 0.18% of the portfolio, ranked #107.

Catalina Capital Group first reported a position in AFB in Q2 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold AFB as of Q1 2026.

  • Catalina Capital Group held 27,513 shares of AllianceBernstein National Municipal Income Fund worth $294K as of Q1 2026.
  • Catalina Capital Group bought 7,823 AllianceBernstein National Municipal Income Fund shares in Q1 2026, an estimated $85.2K.
  • AllianceBernstein National Municipal Income Fund made up 0.18% of Catalina Capital Group's portfolio in Q1 2026, its #107 holding.
  • Catalina Capital Group first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.