Lido Advisors’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Lido Advisors’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 Q1	$401K	Sell	37,538 -274,537	-88%	-$2.99M	﹤0.01%	1416
2025 Q4	$3.39M	Hold	312,075	–	–	0.01%	559
2025 Q3	$3.39M	Sell	312,075 -58,292	-16%	-$606K	0.01%	535
2025 Q2	$3.82M	Sell	370,367 -215,981	-37%	-$2.22M	0.01%	429
2025 Q1	$6.37M	Buy	586,348 +3,810	+0.7%	+$42K	0.03%	306
2024 Q4	$6.33M	Buy	+582,538	New	+$6.61M	0.03%	285
2023 Q2	–	Sell	-96,922	Closed	-$1.06M	–	1215
2023 Q1	$1.06M	Buy	96,922 +4,666	+5%	+$50.2K	0.01%	465
2022 Q4	$967K	Hold	92,256	–	–	0.01%	417
2022 Q3	$955K	Buy	+92,256	New	+$1.07M	0.01%	375

Other funds holding AFB

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

KIM

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

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

RCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

HWAM

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

Lido Advisors's AFB Position: Q1 2026 in Review

Lido Advisors reduced its AllianceBernstein National Municipal Income Fund (AFB) stake by 88% in Q1 2026, selling an estimated $2.99M and leaving 37,538 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Lido Advisors first reported a position in AFB in Q3 2022 and has held it in 9 quarters since. The position peaked at $6.37M in Q1 2025. 91 funds tracked by Wall St. Rank hold AFB as of Q1 2026.

Lido Advisors held 37,538 shares of AllianceBernstein National Municipal Income Fund worth $401K as of Q1 2026.
Lido Advisors sold 274,537 AllianceBernstein National Municipal Income Fund shares in Q1 2026, an estimated $2.99M.
AllianceBernstein National Municipal Income Fund made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1416 holding.
Lido Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q3 2022 and has held it in 9 quarters since.
Lido Advisors's AllianceBernstein National Municipal Income Fund position peaked at $6.37M in Q1 2025.
91 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.