Creative Planning

Position in AFB — Alliancebernstein National Municipal Income Fund

CIK 1540235 OVERLAND PARK, KS

Position in AFB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$510,962

+$26,941 QoQ

Shares Held

44,782

-1.1% QoQ

Ownership

0.156%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#40

of 87 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. AFB ranks #83 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	436,815	$51,400,020
2	TROW	Price T Rowe Group Inc	420,488	$47,805,280
3	BN	BROOKFIELD Corp /ON/	885,994	$37,734,483
4	CGBD	Carlyle Secured Lending, Inc.	3,086,927	$32,505,340
5	BLK	BlackRock, Inc.	33,365	$32,082,448
6	BXSL	Blackstone Secured Lending Fund	1,288,752	$30,556,309
7			452,530	$23,508,932
8	STT	State Street Corp	137,249	$23,277,430

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$510,962	44,782	-1.1%	Shares	Sole	2026-08-13
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.