UBS Group
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UBS Group’s Affinity Bancshares AFBI Stock Holding History

UBS Group’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 		$22.5K Buy
1,012
+997
+6,647% +$20K ﹤0.01% 7848
2025
Q4 		$306 Sell
15
-219
-94% -$4.29K ﹤0.01% 10046
2025
Q3 		$4.61K Sell
234
-630
-73% -$12.1K ﹤0.01% 8938
2025
Q2 		$15.9K Buy
864
+561
+185% +$10.2K ﹤0.01% 8592
2025
Q1 		$5.38K Sell
303
-3,216
-91% -$59.1K ﹤0.01% 9002
2024
Q4 		$61.6K Buy
3,519
+3,060
+667% +$65.7K ﹤0.01% 7170
2024
Q3 		$9.83K Sell
459
-214
-32% -$4.56K ﹤0.01% 7766
2024
Q2 		$14.3K Buy
673
+631
+1,502% +$11.4K ﹤0.01% 7522
2024
Q1 		$695 Buy
+42
New +$692 ﹤0.01% 8411
2022
Q1 		– Sell
-998
Closed -$15K – 10176
2021
Q4 		$15K Buy
+998
New +$14.6K ﹤0.01% 8229
2021
Q1 		– Sell
-1,837
Closed -$20K – 8930
2020
Q4 		$20K Sell
1,837
-4,746
-72% -$45.2K ﹤0.01% 6933
2020
Q3 		$52K Buy
6,583
+333
+5% +$2.64K ﹤0.01% 5615
2020
Q2 		$53K Buy
6,250
+2,139
+52% +$17.8K ﹤0.01% 5798
2020
Q1 		$31K Buy
4,111
+2,738
+199% +$32.3K ﹤0.01% 6179
2019
Q4 		$17K Sell
1,373
-688
-33% -$8.16K ﹤0.01% 6974
2019
Q3 		$23K Buy
2,061
+77
+4% +$853 ﹤0.01% 6649
2019
Q2 		$22K Sell
1,984
-139
-7% -$1.55K ﹤0.01% 6540
2019
Q1 		$24K Buy
2,123
+424
+25% +$4.94K ﹤0.01% 6136
2018
Q4 		$22K Sell
1,699
-326
-16% -$3.96K ﹤0.01% 6693
2018
Q3 		$26K Buy
2,025
+1,754
+647% +$22.4K ﹤0.01% 6627
2018
Q2 		$3K Sell
271
-7,828
-97% -$96.9K ﹤0.01% 7613
2018
Q1 		$101K Buy
8,099
+1,064
+15% +$13.5K ﹤0.01% 5211
2017
Q4 		$90K Hold
7,035
– – ﹤0.01% 5426
2017
Q3 		$105K Hold
7,035
– – ﹤0.01% 5282
2017
Q2 		$105K Buy
+7,035
New +$104K ﹤0.01% 5138

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

UBS Group's AFBI Position: Q1 2026 in Review

UBS Group increased its Affinity Bancshares (AFBI) stake by 6,647% in Q1 2026, buying an estimated $20K and bringing the position to 1,012 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7848.

UBS Group first reported a position in AFBI in Q2 2017 and has held it in 25 quarters since. The position peaked at $105K in Q3 2017. 32 funds tracked by Wall St. Rank hold AFBI as of Q1 2026.

  • UBS Group held 1,012 shares of Affinity Bancshares worth $22.5K as of Q1 2026.
  • UBS Group bought 997 Affinity Bancshares shares in Q1 2026, an estimated $20K.
  • Affinity Bancshares made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7848 holding.
  • UBS Group first reported a position in Affinity Bancshares in Q2 2017 and has held it in 25 quarters since.
  • UBS Group's Affinity Bancshares position peaked at $105K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held Affinity Bancshares as of Q1 2026.

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