Morgan Stanley
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Morgan Stanley’s Affinity Bancshares AFBI Stock Holding History

Morgan Stanley’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
-380
Closed -$7.76K – 8292
2025
Q4 		$7.76K Buy
380
+351
+1,210% +$6.88K ﹤0.01% 6949
2025
Q3 		$572 Sell
29
-228
-89% -$4.37K ﹤0.01% 7478
2025
Q2 		$4.72K Sell
257
-153
-37% -$2.79K ﹤0.01% 7052
2025
Q1 		$7.28K Buy
410
+64
+18% +$1.18K ﹤0.01% 6897
2024
Q4 		$6.05K Buy
+346
New +$7.43K ﹤0.01% 6954
2023
Q2 		– Sell
-500
Closed -$7.16K – 7653
2023
Q1 		$7.16K Buy
+500
New +$7.48K ﹤0.01% 6976
2022
Q2 		– Sell
-5
Closed – – 7780
2022
Q1 		$0 Buy
5
+4
+400% +$62 ﹤0.01% 7945
2021
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 7958
2019
Q3 		– Sell
-227
Closed -$2K – 6622
2019
Q2 		$2K Buy
227
+209
+1,161% +$2.33K ﹤0.01% 6446
2019
Q1 		$0 Buy
18
+13
+260% +$151 ﹤0.01% 6577
2018
Q4 		$0 Sell
5
-1
-17% -$12 ﹤0.01% 6583
2018
Q3 		$0 Sell
6
-1
-14% -$13 ﹤0.01% 6699
2018
Q2 		$0 Sell
7
-5
-42% -$62 ﹤0.01% 6652
2018
Q1 		$0 Sell
12
-8
-40% -$101 ﹤0.01% 6597
2017
Q4 		$0 Sell
20
-20
-50% -$279 ﹤0.01% 6555
2017
Q3 		$1K Buy
+40
New +$578 ﹤0.01% 6430

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

Morgan Stanley's AFBI Position: Q1 2026 in Review

Morgan Stanley sold out of Affinity Bancshares (AFBI) in Q1 2026, closing a stake of 380 shares — an estimated $7.76K sold.

Morgan Stanley first reported a position in AFBI in Q3 2017 and held it in 16 quarters. The position peaked at $7.76K in Q4 2025. 32 funds tracked by Wall St. Rank hold AFBI as of Q1 2026.

  • Morgan Stanley reported no remaining Affinity Bancshares position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 380 Affinity Bancshares shares in Q1 2026, an estimated $7.76K.
  • Morgan Stanley first reported a position in Affinity Bancshares in Q3 2017 and held it in 16 quarters.
  • Morgan Stanley's Affinity Bancshares position peaked at $7.76K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Affinity Bancshares as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.