HUB Investment Partners’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

HUB Investment Partners’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	-24,366	Closed	-$264K	–	959
2025 Q3	$264K	Buy	24,366 +292	+1%	+$3.04K	0.01%	593
2025 Q2	$248K	Buy	24,074 +274	+1%	+$2.82K	0.01%	568
2025 Q1	$258K	Buy	23,800 +254	+1%	+$2.8K	0.01%	485
2024 Q4	$256K	Sell	23,546 -6,454	-22%	-$73.2K	0.01%	439
2024 Q3	$354K	Hold	30,000	–	–	0.02%	351
2024 Q2	$333K	Hold	30,000	–	–	0.02%	348
2024 Q1	$330K	Hold	30,000	–	–	0.02%	344
2023 Q4	$325K	Buy	+30,000	New	+$298K	0.02%	298

Other funds holding AFB

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Pathstone Holdings

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

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

Allspring Global Investments

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

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

KeyBank National Association

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return