WFA
AFB

Wellspring Financial Advisors’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History

Wellspring Financial Advisors’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 		$310K Buy
27,191
+1,100
+4% +$12.2K 0.02% 217
2026
Q1 		$279K Buy
26,091
+13,100
+101% +$143K 0.02% 226
2025
Q4 		$141K Buy
12,991
+800
+7% +$8.7K 0.01% 269
2025
Q3 		$132K Buy
12,191
+100
+0.8% +$1.04K 0.01% 170
2025
Q2 		$125K Buy
+12,091
New +$125K 0.01% 174

Other funds holding AFB

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
TCM
Traub Capital Management Needham, Massachusetts $112M AUM 26.53% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wellspring Financial Advisors's AFB Position: Q2 2026 in Review

Wellspring Financial Advisors increased its AllianceBernstein National Municipal Income Fund (AFB) stake by 4.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 27,191 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #217.

Wellspring Financial Advisors first reported a position in AFB in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold AFB as of Q2 2026.

  • Wellspring Financial Advisors held 27,191 shares of AllianceBernstein National Municipal Income Fund worth $310K as of Q2 2026.
  • Wellspring Financial Advisors bought 1,100 AllianceBernstein National Municipal Income Fund shares in Q2 2026, an estimated $12.2K.
  • AllianceBernstein National Municipal Income Fund made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #217 holding.
  • Wellspring Financial Advisors first reported a position in AllianceBernstein National Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held AllianceBernstein National Municipal Income Fund as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.