Jupiter Wealth Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Jupiter Wealth 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
2026 Q2	$310K	Hold	27,175	–	–	0.12%	78
2026 Q1	$302K	Buy	+27,175	New	+$296K	0.12%	75
2024 Q3	–	Sell	-23,675	Closed	-$267K	–	94
2024 Q2	$267K	Hold	23,675	–	–	0.14%	77
2024 Q1	$257K	Hold	23,675	–	–	0.14%	79
2023 Q4	$257K	Hold	23,675	–	–	0.15%	74
2023 Q3	$233K	Buy	23,675 +75	+0.3%	+$776	0.15%	73
2023 Q2	$253K	Buy	23,600 +7,150	+43%	+$75.8K	0.22%	56
2023 Q1	$180K	Hold	16,450	–	–	0.17%	60
2022 Q4	$172K	Hold	16,450	–	–	0.17%	54
2022 Q3	$170K	Hold	16,450	–	–	0.17%	55
2022 Q2	$190K	Hold	16,450	–	–	0.17%	55
2022 Q1	$207K	Hold	16,450	–	–	0.13%	74
2021 Q4	$243K	Hold	16,450	–	–	0.13%	78
2021 Q3	$247K	Hold	16,450	–	–	0.12%	84
2021 Q2	$245K	Buy	16,450 +450	+3%	+$6.6K	0.12%	82
2021 Q1	$229K	Buy	+16,000	New	+$228K	0.12%	79

Other funds holding AFB

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

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

Jupiter Wealth Management's AFB Position: Q2 2026 in Review

Jupiter Wealth Management held its AllianceBernstein National Municipal Income Fund (AFB) position steady in Q2 2026 at 27,175 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #78.

Jupiter Wealth Management first reported a position in AFB in Q1 2021 and has held it in 16 quarters since. 87 funds tracked by Wall St. Rank hold AFB as of Q2 2026.

Jupiter Wealth Management held 27,175 shares of AllianceBernstein National Municipal Income Fund worth $310K as of Q2 2026.
Jupiter Wealth Management left its AllianceBernstein National Municipal Income Fund share count unchanged in Q2 2026.
AllianceBernstein National Municipal Income Fund made up 0.12% of Jupiter Wealth Management's portfolio in Q2 2026, its #78 holding.
Jupiter Wealth Management first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2021 and has held it in 16 quarters since.
87 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.