Merit Financial Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Merit Financial 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	$178K	Buy	15,613 +445	+3%	+$4.94K	﹤0.01%	2141
2026 Q1	$162K	Buy	15,168 +2,802	+23%	+$30.5K	﹤0.01%	1969
2025 Q4	$134K	Buy	12,366 +483	+4%	+$5.25K	﹤0.01%	1866
2025 Q3	$129K	Sell	11,883 -66	-0.6%	-$686	﹤0.01%	1724
2025 Q2	$123K	Buy	+11,949	New	+$123K	﹤0.01%	1618
2023 Q4	–	Sell	-10,272	Closed	-$95.9K	–	774
2023 Q3	$95.9K	Buy	10,272 +69	+0.7%	+$714	﹤0.01%	719
2023 Q2	$109K	Buy	+10,203	New	+$108K	﹤0.01%	722

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

Merit Financial Group's AFB Position: Q2 2026 in Review

Merit Financial Group increased its AllianceBernstein National Municipal Income Fund (AFB) stake by 2.9% in Q2 2026, buying an estimated $4.94K and bringing the position to 15,613 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Merit Financial Group first reported a position in AFB in Q2 2023 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold AFB as of Q2 2026.

Merit Financial Group held 15,613 shares of AllianceBernstein National Municipal Income Fund worth $178K as of Q2 2026.
Merit Financial Group bought 445 AllianceBernstein National Municipal Income Fund shares in Q2 2026, an estimated $4.94K.
AllianceBernstein National Municipal Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2141 holding.
Merit Financial Group first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2023 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.