PAW
AFB

Plan A Wealth’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Plan A Wealth’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
Q4 		– Sell
-12,571
Closed -$136K – 175
2025
Q3 		$136K Hold
12,571
– – 0.07% 161
2025
Q2 		$130K Hold
12,571
– – 0.07% 144
2025
Q1 		$137K Hold
12,571
– – 0.11% 114
2024
Q4 		$137K Buy
+12,571
New +$143K 0.13% 91

Other funds holding AFB

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Plan A Wealth's AFB Position: Q4 2025 in Review

Plan A Wealth sold out of AllianceBernstein National Municipal Income Fund (AFB) in Q4 2025, closing a stake of 12,571 shares — an estimated $136K sold.

Plan A Wealth first reported a position in AFB in Q4 2024 and held it in 4 quarters. The position peaked at $137K in Q4 2024. 92 funds tracked by Wall St. Rank hold AFB as of Q4 2025.

  • Plan A Wealth reported no remaining AllianceBernstein National Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Plan A Wealth sold 12,571 AllianceBernstein National Municipal Income Fund shares in Q4 2025, an estimated $136K.
  • Plan A Wealth first reported a position in AllianceBernstein National Municipal Income Fund in Q4 2024 and held it in 4 quarters.
  • Plan A Wealth's AllianceBernstein National Municipal Income Fund position peaked at $137K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q4 2025.

Based on Plan A Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.