Maridea Wealth Management’s AllianceBernstein Global High Income Fund AWF Stock Holding History

Maridea Wealth Management’s Portfolio AWF Stock Details AWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$575K	Buy	56,570 +1,477	+3%	+$15.4K	0.08%	231
2025 Q4	$589K	Buy	55,093 +178	+0.3%	+$1.93K	0.09%	221
2025 Q3	$600K	Sell	54,915 -1,012	-2%	-$11.3K	0.09%	209
2025 Q2	$617K	Buy	55,927 +796	+1%	+$8.44K	0.16%	124
2025 Q1	$592K	Sell	55,131 -109	-0.2%	-$1.18K	0.19%	98
2024 Q4	$593K	Buy	+55,240	New	+$603K	0.19%	93

Other funds holding AWF

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Maridea Wealth Management's AWF Position: Q1 2026 in Review

Maridea Wealth Management increased its AllianceBernstein Global High Income Fund (AWF) stake by 2.7% in Q1 2026, buying an estimated $15.4K and bringing the position to 56,570 shares worth $575K. The position accounts for 0.08% of the portfolio, ranked #231.

Maridea Wealth Management first reported a position in AWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $617K in Q2 2025. 136 funds tracked by Wall St. Rank hold AWF as of Q1 2026.

Maridea Wealth Management held 56,570 shares of AllianceBernstein Global High Income Fund worth $575K as of Q1 2026.
Maridea Wealth Management bought 1,477 AllianceBernstein Global High Income Fund shares in Q1 2026, an estimated $15.4K.
AllianceBernstein Global High Income Fund made up 0.08% of Maridea Wealth Management's portfolio in Q1 2026, its #231 holding.
Maridea Wealth Management first reported a position in AllianceBernstein Global High Income Fund in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's AllianceBernstein Global High Income Fund position peaked at $617K in Q2 2025.
136 funds tracked by Wall St. Rank held AllianceBernstein Global High Income Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.