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Avion Wealth’s Affinity Bancshares AFBI Stock Holding History

Avion Wealth’s Portfolio AFBI Stock Details AFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$0 Hold
28
– – ﹤0.01% 1201
2025
Q4 		$0 Hold
28
– – ﹤0.01% 1187
2025
Q3 		$0 Hold
28
– – ﹤0.01% 1151
2025
Q2 		$0 Buy
+28
New +$511 ﹤0.01% 1114

Other funds holding AFBI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $176M AUM 26.12% 1-Year Est. Return

Avion Wealth's AFBI Position: Q1 2026 in Review

Avion Wealth held its Affinity Bancshares (AFBI) position steady in Q1 2026 at 28 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Avion Wealth first reported a position in AFBI in Q2 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold AFBI as of Q1 2026.

  • Avion Wealth held 28 shares of Affinity Bancshares worth $0 as of Q1 2026.
  • Avion Wealth left its Affinity Bancshares share count unchanged in Q1 2026.
  • Affinity Bancshares made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1201 holding.
  • Avion Wealth first reported a position in Affinity Bancshares in Q2 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held Affinity Bancshares as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.