FGAM
AFB

Financial Gravity Asset Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-759
Closed -$8.24K – 771
2025
Q3 		$8.24K Buy
+759
New +$7.89K ﹤0.01% 603

Other funds holding AFB

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Financial Gravity Asset Management's AFB Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2025, closing a stake of 759 shares — an estimated $8.24K sold.

Financial Gravity Asset Management first reported a position in AFB in Q3 2025 and held it in 1 quarter. The position peaked at $8.24K in Q3 2025. 92 funds tracked by Wall St. Rank hold AFB as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 759 AllianceBernstein National Municipal Income Fund shares in Q4 2025, an estimated $8.24K.
  • Financial Gravity Asset Management first reported a position in AllianceBernstein National Municipal Income Fund in Q3 2025 and held it in 1 quarter.
  • Financial Gravity Asset Management's AllianceBernstein National Municipal Income Fund position peaked at $8.24K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.