PWPS
AFB

Pinnacle Wealth Planning Services’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Pinnacle Wealth Planning Services’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 		$25.8K Buy
2,265
+333
+17% +$3.69K ﹤0.01% 1665
2026
Q1 		$20.7K Buy
1,932
+333
+21% +$3.63K ﹤0.01% 1678
2025
Q4 		$17.3K Buy
+1,599
New +$17.4K ﹤0.01% 1785
2021
Q1 		– Sell
-5,338
Closed -$77K – 376
2020
Q4 		$77K Buy
+5,338
New +$74K 0.02% 582

Other funds holding AFB

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
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
GC
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

Pinnacle Wealth Planning Services's AFB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its AllianceBernstein National Municipal Income Fund (AFB) stake by 17% in Q2 2026, buying an estimated $3.69K and bringing the position to 2,265 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Pinnacle Wealth Planning Services first reported a position in AFB in Q4 2020 and has held it in 4 quarters since. The position peaked at $77K in Q4 2020. 87 funds tracked by Wall St. Rank hold AFB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,265 shares of AllianceBernstein National Municipal Income Fund worth $25.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 333 AllianceBernstein National Municipal Income Fund shares in Q2 2026, an estimated $3.69K.
  • AllianceBernstein National Municipal Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1665 holding.
  • Pinnacle Wealth Planning Services first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's AllianceBernstein National Municipal Income Fund position peaked at $77K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.