CX Institutional’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

CX Institutional’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 Q3	–	Sell	-7,500	Closed	-$77K	–	1376
2025 Q2	$77K	Sell	7,500 -1,068	-12%	-$11K	﹤0.01%	798
2025 Q1	$93K	Buy	+8,568	New	+$94.4K	﹤0.01%	758
2022 Q3	–	Sell	-1,200	Closed	-$14K	–	465
2022 Q2	$14K	Buy	+1,200	New	+$14K	﹤0.01%	894
2021 Q4	–	Sell	-1,200	Closed	-$18K	–	345
2021 Q3	$18K	Hold	1,200	–	–	﹤0.01%	753
2021 Q2	$18K	Hold	1,200	–	–	﹤0.01%	753
2021 Q1	$17K	Hold	1,200	–	–	﹤0.01%	693
2020 Q4	$17K	Hold	1,200	–	–	﹤0.01%	636
2020 Q3	$17K	Hold	1,200	–	–	﹤0.01%	576
2020 Q2	$16K	Hold	1,200	–	–	﹤0.01%	481
2020 Q1	$15K	Hold	1,200	–	–	﹤0.01%	409
2019 Q4	$17K	Hold	1,200	–	–	﹤0.01%	360
2019 Q3	$17K	Hold	1,200	–	–	﹤0.01%	387
2019 Q2	$16K	Hold	1,200	–	–	﹤0.01%	418
2019 Q1	$16K	Hold	1,200	–	–	﹤0.01%	416
2018 Q4	$15K	Buy	+1,200	New	+$14.4K	﹤0.01%	331

Other funds holding AFB

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

CX Institutional's AFB Position: Q3 2025 in Review

CX Institutional sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q3 2025, closing a stake of 7,500 shares — an estimated $77K sold.

CX Institutional first reported a position in AFB in Q4 2018 and held it in 15 quarters. The position peaked at $93K in Q1 2025. 76 funds tracked by Wall St. Rank hold AFB as of Q3 2025.

CX Institutional reported no remaining AllianceBernstein National Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
CX Institutional sold 7,500 AllianceBernstein National Municipal Income Fund shares in Q3 2025, an estimated $77K.
CX Institutional first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2018 and held it in 15 quarters.
CX Institutional's AllianceBernstein National Municipal Income Fund position peaked at $93K in Q1 2025.
76 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q3 2025.

Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.