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Covestor’s Affinity Bancshares AFBI Stock Holding History

Covestor’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 		– Sell
-2,417
Closed -$49K – 2202
2025
Q4 		$49K Hold
2,417
– – 0.03% 912
2025
Q3 		$48K Hold
2,417
– – 0.03% 921
2025
Q2 		$44K Hold
2,417
– – 0.03% 933
2025
Q1 		$43K Hold
2,417
– – 0.03% 895
2024
Q4 		$42K Buy
2,417
+416
+21% +$8.93K 0.03% 917
2024
Q3 		$43K Hold
2,001
– – 0.03% 925
2024
Q2 		$42K Buy
+2,001
New +$36.1K 0.03% 929

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 $203M AUM 30% 1-Year Est. Return

Covestor's AFBI Position: Q1 2026 in Review

Covestor sold out of Affinity Bancshares (AFBI) in Q1 2026, closing a stake of 2,417 shares — an estimated $49K sold.

Covestor first reported a position in AFBI in Q2 2024 and held it in 7 quarters. The position peaked at $49K in Q4 2025. 32 funds tracked by Wall St. Rank hold AFBI as of Q1 2026.

  • Covestor reported no remaining Affinity Bancshares position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 2,417 Affinity Bancshares shares in Q1 2026, an estimated $49K.
  • Covestor first reported a position in Affinity Bancshares in Q2 2024 and held it in 7 quarters.
  • Covestor's Affinity Bancshares position peaked at $49K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Affinity Bancshares as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.