AW
AFBI

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
Q2 		$0 Hold
28
– – ﹤0.01% 1402
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

FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Avion Wealth's AFBI Position: Q2 2026 in Review

Avion Wealth held its Affinity Bancshares (AFBI) position steady in Q2 2026 at 28 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Avion Wealth first reported a position in AFBI in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold AFBI as of Q2 2026.

  • Avion Wealth held 28 shares of Affinity Bancshares worth $0 as of Q2 2026.
  • Avion Wealth left its Affinity Bancshares share count unchanged in Q2 2026.
  • Affinity Bancshares made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1402 holding.
  • Avion Wealth first reported a position in Affinity Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 4 funds tracked by Wall St. Rank held Affinity Bancshares as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.