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

Mascoma 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
2025 Q4	–	Sell	-345	Closed	-$3.74K	–	496
2025 Q3	$3.74K	Hold	345	–	–	﹤0.01%	398
2025 Q2	$3.56K	Hold	345	–	–	﹤0.01%	408
2025 Q1	$3.75K	Hold	345	–	–	﹤0.01%	424
2024 Q4	$3.75K	Hold	345	–	–	﹤0.01%	431
2024 Q3	$4.07K	Hold	345	–	–	﹤0.01%	404
2024 Q2	$3.83K	Hold	345	–	–	﹤0.01%	428
2024 Q1	$3.79K	Hold	345	–	–	﹤0.01%	402
2023 Q4	$3.74K	Hold	345	–	–	﹤0.01%	416
2023 Q3	$3.22K	Hold	345	–	–	﹤0.01%	435
2023 Q2	$3.56K	Hold	345	–	–	﹤0.01%	421
2023 Q1	$3.72K	Hold	345	–	–	﹤0.01%	507
2022 Q4	$3.62K	Hold	345	–	–	﹤0.01%	523
2022 Q3	$4K	Hold	345	–	–	﹤0.01%	491
2022 Q2	$4K	Buy	+345	New	+$4.02K	﹤0.01%	511

Other funds holding AFB

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

HWAM

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

Mascoma Wealth Management's AFB Position: Q4 2025 in Review

Mascoma Wealth Management sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2025, closing a stake of 345 shares — an estimated $3.74K sold.

Mascoma Wealth Management first reported a position in AFB in Q2 2022 and held it in 14 quarters. The position peaked at $4.07K in Q3 2024. 92 funds tracked by Wall St. Rank hold AFB as of Q4 2025.

Mascoma Wealth Management reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Mascoma Wealth Management sold 345 AllianceBernstein National Municipal Income Fund shares in Q4 2025, an estimated $3.74K.
Mascoma Wealth Management first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2022 and held it in 14 quarters.
Mascoma Wealth Management's AllianceBernstein National Municipal Income Fund position peaked at $4.07K in Q3 2024.
92 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.