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

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

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. 87 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.
  • 87 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.