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

Melfa 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	$544K	Hold	47,652	–	–	0.29%	75
2026 Q1	$509K	Hold	47,652	–	–	0.29%	82
2025 Q4	$516K	Buy	47,652 +803	+2%	+$8.73K	0.3%	85
2025 Q3	$508K	Sell	46,849 -146	-0.3%	-$1.52K	0.3%	85
2025 Q2	$485K	Hold	46,995	–	–	0.31%	78
2025 Q1	$510K	Hold	46,995	–	–	0.34%	74
2024 Q4	$511K	Sell	46,995 -62	-0.1%	-$704	0.34%	75
2024 Q3	$555K	Sell	47,057 -179	-0.4%	-$2.04K	0.37%	69
2024 Q2	$525K	Sell	47,236 -157	-0.3%	-$1.69K	0.37%	69
2024 Q1	$521K	Sell	47,393 -5,901	-11%	-$64.1K	0.38%	69
2023 Q4	$578K	Sell	53,294 -63	-0.1%	-$627	0.54%	50
2023 Q3	$498K	Buy	53,357 +71	+0.1%	+$734	0.54%	49
2023 Q2	$572K	Buy	53,286 +1,510	+3%	+$16K	0.58%	48
2023 Q1	$567K	Sell	51,776 -8,951	-15%	-$96.3K	0.57%	46
2022 Q4	$636K	Buy	+60,727	New	+$635K	0.66%	40

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

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

Melfa Wealth Management held its AllianceBernstein National Municipal Income Fund (AFB) position steady in Q2 2026 at 47,652 shares worth $544K. The position accounts for 0.29% of the portfolio, ranked #75.

Melfa Wealth Management first reported a position in AFB in Q4 2022 and has held it in 15 quarters since. The position peaked at $636K in Q4 2022. 87 funds tracked by Wall St. Rank hold AFB as of Q2 2026.

Melfa Wealth Management held 47,652 shares of AllianceBernstein National Municipal Income Fund worth $544K as of Q2 2026.
Melfa Wealth Management left its AllianceBernstein National Municipal Income Fund share count unchanged in Q2 2026.
AllianceBernstein National Municipal Income Fund made up 0.29% of Melfa Wealth Management's portfolio in Q2 2026, its #75 holding.
Melfa Wealth Management first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's AllianceBernstein National Municipal Income Fund position peaked at $636K in Q4 2022.
87 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.