Sax Wealth Advisors’s AllianceBernstein Global High Income Fund AWF Stock Holding History

Sax Wealth Advisors’s Portfolio AWF Stock Details AWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$502K	Buy	49,338 +108	+0.2%	+$1.11K	0.02%	340
2026 Q1	$526K	Hold	49,230	–	–	0.03%	283
2025 Q4	$526K	Buy	+49,230	New	+$534K	0.02%	289

Other funds holding AWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sax Wealth Advisors's AWF Position: Q2 2026 in Review

Sax Wealth Advisors increased its AllianceBernstein Global High Income Fund (AWF) stake by 0.22% in Q2 2026, buying an estimated $1.11K and bringing the position to 49,338 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #340.

Sax Wealth Advisors first reported a position in AWF in Q4 2025 and has held it in 3 quarters since. The position peaked at $526K in Q1 2026. 145 funds tracked by Wall St. Rank hold AWF as of Q2 2026.

Sax Wealth Advisors held 49,338 shares of AllianceBernstein Global High Income Fund worth $502K as of Q2 2026.
Sax Wealth Advisors bought 108 AllianceBernstein Global High Income Fund shares in Q2 2026, an estimated $1.11K.
AllianceBernstein Global High Income Fund made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #340 holding.
Sax Wealth Advisors first reported a position in AllianceBernstein Global High Income Fund in Q4 2025 and has held it in 3 quarters since.
Sax Wealth Advisors's AllianceBernstein Global High Income Fund position peaked at $526K in Q1 2026.
145 funds tracked by Wall St. Rank held AllianceBernstein Global High Income Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.