Oakworth Capital’s Affinity Bancshares AFBI Stock Holding History

Oakworth Capital’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	–	Sell	-1,000	Closed	-$22.3K	–	933
2026 Q1	$22.3K	Hold	1,000	–	–	﹤0.01%	566
2025 Q4	$20.4K	Hold	1,000	–	–	﹤0.01%	565
2025 Q3	$19.7K	Buy	+1,000	New	+$19.1K	﹤0.01%	558

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

Oakworth Capital's AFBI Position: Q2 2026 in Review

Oakworth Capital sold out of Affinity Bancshares (AFBI) in Q2 2026, closing a stake of 1,000 shares — an estimated $22.3K sold.

Oakworth Capital first reported a position in AFBI in Q3 2025 and held it in 3 quarters. The position peaked at $22.3K in Q1 2026. 3 funds tracked by Wall St. Rank hold AFBI as of Q2 2026.

Oakworth Capital reported no remaining Affinity Bancshares position as of Q2 2026 after selling out during the quarter.
Oakworth Capital sold 1,000 Affinity Bancshares shares in Q2 2026, an estimated $22.3K.
Oakworth Capital first reported a position in Affinity Bancshares in Q3 2025 and held it in 3 quarters.
Oakworth Capital's Affinity Bancshares position peaked at $22.3K in Q1 2026.
3 funds tracked by Wall St. Rank held Affinity Bancshares as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.