Kennedy Investment Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Kennedy Investment Group’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	$447K	Sell	39,174 -8,107	-17%	-$89.9K	0.15%	103
2026 Q1	$505K	Sell	47,281 -4,813	-9%	-$52.4K	0.2%	92
2025 Q4	$564K	Sell	52,094 -19,869	-28%	-$216K	0.21%	88
2025 Q3	$781K	Sell	71,963 -9,762	-12%	-$101K	0.31%	71
2025 Q2	$843K	Sell	81,725 -10,788	-12%	-$111K	0.36%	65
2025 Q1	$1M	Sell	92,513 -14,921	-14%	-$164K	0.47%	55
2024 Q4	$1.17M	Sell	107,434 -9,605	-8%	-$109K	0.53%	50
2024 Q3	$1.38M	Sell	117,039 -6,304	-5%	-$71.8K	0.64%	41
2024 Q2	$1.37M	Sell	123,343 -7,146	-5%	-$77K	0.69%	34
2024 Q1	$1.43M	Sell	130,489 -6,521	-5%	-$70.8K	0.77%	34
2023 Q4	$1.49M	Sell	137,010 -2,514	-2%	-$25K	0.83%	31
2023 Q3	$1.3M	Sell	139,524 -1,452	-1%	-$15K	0.78%	35
2023 Q2	$1.51M	Sell	140,976 -6,599	-4%	-$69.9K	0.89%	32
2023 Q1	$1.62M	Sell	147,575 -3,861	-3%	-$41.5K	0.99%	29
2022 Q4	$1.59M	Buy	+151,436	New	+$1.58M	1.01%	29

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

Kennedy Investment Group's AFB Position: Q2 2026 in Review

Kennedy Investment Group reduced its AllianceBernstein National Municipal Income Fund (AFB) stake by 17% in Q2 2026, selling an estimated $89.9K and leaving 39,174 shares worth $447K. The position accounts for 0.15% of the portfolio, ranked #103.

Kennedy Investment Group first reported a position in AFB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.62M in Q1 2023. 87 funds tracked by Wall St. Rank hold AFB as of Q2 2026.

Kennedy Investment Group held 39,174 shares of AllianceBernstein National Municipal Income Fund worth $447K as of Q2 2026.
Kennedy Investment Group sold 8,107 AllianceBernstein National Municipal Income Fund shares in Q2 2026, an estimated $89.9K.
AllianceBernstein National Municipal Income Fund made up 0.15% of Kennedy Investment Group's portfolio in Q2 2026, its #103 holding.
Kennedy Investment Group first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
Kennedy Investment Group's AllianceBernstein National Municipal Income Fund position peaked at $1.62M in Q1 2023.
87 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.