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 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

Pathstone Holdings

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

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

Allspring Global Investments

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

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

KeyBank National Association

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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

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

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

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