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

Nations 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
2025 Q1	–	Sell	-40,570	Closed	-$441K	–	658
2024 Q4	$441K	Sell	40,570 -2,000	-5%	-$22.7K	0.03%	473
2024 Q3	$502K	Sell	42,570 -5,000	-11%	-$57K	0.04%	434
2024 Q2	$529K	Sell	47,570 -400	-0.8%	-$4.31K	0.04%	390
2024 Q1	$527K	Sell	47,970 -1,000	-2%	-$10.9K	0.04%	403
2023 Q4	$531K	Buy	48,970 +1,830	+4%	+$18.2K	0.05%	374
2023 Q3	$440K	Hold	47,140	–	–	0.04%	393
2023 Q2	$506K	Buy	47,140 +1,000	+2%	+$10.6K	0.05%	384
2023 Q1	$505K	Hold	46,140	–	–	0.05%	366
2022 Q4	$484K	Buy	46,140 +13,000	+39%	+$136K	0.05%	364
2022 Q3	$343K	Buy	33,140 +2,000	+6%	+$23.1K	0.05%	375
2022 Q2	$360K	Buy	31,140 +10,400	+50%	+$121K	0.05%	368
2022 Q1	$261K	Buy	+20,740	New	+$278K	0.03%	442

Other funds holding AFB

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

RCM

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

KIM

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

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

SIA

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

Nations Financial Group's AFB Position: Q1 2025 in Review

Nations Financial Group sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q1 2025, closing a stake of 40,570 shares — an estimated $441K sold.

Nations Financial Group first reported a position in AFB in Q1 2022 and held it in 12 quarters. The position peaked at $531K in Q4 2023. 79 funds tracked by Wall St. Rank hold AFB as of Q1 2025.

Nations Financial Group reported no remaining AllianceBernstein National Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Nations Financial Group sold 40,570 AllianceBernstein National Municipal Income Fund shares in Q1 2025, an estimated $441K.
Nations Financial Group first reported a position in AllianceBernstein National Municipal Income Fund in Q1 2022 and held it in 12 quarters.
Nations Financial Group's AllianceBernstein National Municipal Income Fund position peaked at $531K in Q4 2023.
79 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.