Creative Planning

Position in AFB — Alliancebernstein National Municipal Income Fund

CIK 1540235 OVERLAND PARK, KS

Position in AFB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$484,021

-$90,618 QoQ

Shares Held

45,278

-14.7% QoQ

Ownership

0.158%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $462,647,698 across 180 Asset Management names. AFB ranks #87 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	401,722	$46,194,012
2	CGBD	Carlyle Secured Lending, Inc.	3,231,986	$35,357,926
3	BXSL	Blackstone Secured Lending Fund	1,360,717	$32,235,385
4	BN	BROOKFIELD Corp /ON/	794,790	$32,165,151
5	BLK	BlackRock, Inc.	29,533	$28,402,181
6	JHG	Janus Henderson Group Ltc.	364,316	$18,714,912
7	AMP	Ameriprise Financial Inc	39,543	$17,572,909
8	STT	State Street Corp	113,253	$14,333,299

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$484,021	45,278	-14.7%	Shares	Sole	2026-05-12
2025-12-31	$574,639	53,109	-11.6%	Shares	Sole	2026-02-17
2025-09-30	$651,868	60,080	-20.8%	Shares	Sole	2025-11-14
2025-06-30	$782,405	75,888	-16.2%	Shares	Sole	2025-08-08
2025-03-31	$983,155	90,530	-16.4%	Shares	Sole	2025-05-15
2024-12-31	$1,177,427	108,319	+673.7%	Shares	Sole	2025-02-14
2020-06-30	$186,900	14,000	0.0%	Shares	Sole	2020-07-23
2020-03-31	$178,500	14,000	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.