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Evolve Private Wealth’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Evolve Private Wealth’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 		$297K Sell
25,992
-1,312
-5% -$14.6K 0.02% 731
2026
Q1 		$292K Sell
27,304
-87
-0.3% -$947 0.02% 796
2025
Q4 		$296K Buy
+27,391
New +$298K 0.02% 728

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

Evolve Private Wealth's AFB Position: Q2 2026 in Review

Evolve Private Wealth reduced its AllianceBernstein National Municipal Income Fund (AFB) stake by 4.8% in Q2 2026, selling an estimated $14.6K and leaving 25,992 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #731.

Evolve Private Wealth first reported a position in AFB in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold AFB as of Q2 2026.

  • Evolve Private Wealth held 25,992 shares of AllianceBernstein National Municipal Income Fund worth $297K as of Q2 2026.
  • Evolve Private Wealth sold 1,312 AllianceBernstein National Municipal Income Fund shares in Q2 2026, an estimated $14.6K.
  • AllianceBernstein National Municipal Income Fund made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #731 holding.
  • Evolve Private Wealth first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.