Affinity Bancshares AFBI Institutional Ownership

AFBI

$23.00 +0.00 (+0.00%)

At close: Aug 10, 2026 · 4:00 PM EDT

Institutions by Trading Activity

30 Institutions

Increased 17 56.7%

Unchanged 9 30.0%

Reduced 4 13.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

30.28%

▲+5.67 pp QoQ

Shares Held by Institutions

1.85Mn

of 6.10Mn outstanding

▲+25.08% QoQ

Shares Outstanding

6.10Mn

4.25Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+370.16K

accumulated since last quarter

Value of Holdings

$42.46Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

They owned 30.3% of outstanding stock in June 2026, up from 24.6% the prior quarter.

They increased total shares held in Affinity Bancshares by 25.08% from the prior quarter, while the number of investors in AFBI increased 30.43% year over year.
Among the 30 funds, 17 bought more Affinity Bancshares shares, 4 sold down, and 9 held their ground.
Altogether, these fund groups held 1.85Mn shares in AFBI by June 2026, up by 370.16K shares quarter on quarter, and up 410.38K shares year over year.
As of June 30, 2026, the biggest holder of Affinity Bancshares is ALLIANCEBERNSTEIN L.P. at 596.4K shares, representing 9.78% of shares outstanding.
Leading buyers of Affinity Bancshares shares for the quarter ending June 2026 were GARDNER LEWIS ASSET MANAGEMENT L P (149.0K), VANGUARD CAPITAL MANAGEMENT LLC (148.68K), LMR Partners LLP (72.36K), PRELUDE CAPITAL MANAGEMENT, LLC (48.47K), VANGUARD FIDUCIARY TRUST CO (27.96K).
The largest sellers of Affinity Bancshares for the quarter ending June 2026 were RAFFLES ASSOCIATES LP (157.61K), Northern Trust Corp (8.11K), ALLIANCEBERNSTEIN L.P. (2.22K), Objectivity Squared, LLC (1.78K).
Affinity Bancshares's 10 largest shareholders as of June 2026 include ALLIANCEBERNSTEIN L.P. (596.4K), GARDNER LEWIS ASSET MANAGEMENT L P (300.28K), VANGUARD CAPITAL MANAGEMENT LLC (148.68K), Yakira Capital Management, Inc. (101.75K), PRELUDE CAPITAL MANAGEMENT, LLC (92.85K), RENAISSANCE TECHNOLOGIES LLC (74.55K), LMR Partners LLP (72.36K), DIMENSIONAL FUND ADVISORS LP (60.1K), GEODE CAPITAL MANAGEMENT, LLC (51.14K), RAFFLES ASSOCIATES LP (41.23K) per Business Quant data.

Form 13F Holdings

30 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.85Mn

Of outstanding 30.28%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ALLIANCEBERNSTEIN L.P.	0001109448	596,396	9.78%	▼2,223	-0.37%	$13.28Mn
2	GARDNER LEWIS ASSET MANAGEMENT L P	0000941560	300,277	4.93%	▲148,995	+98.49%	$6.79Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	148,675	2.44%	▲148,675	0.00%	$3.36Mn
4	Yakira Capital Management, Inc.	0001584639	101,753	1.67%	▲25,459	+33.37%	$2.30Mn
5	PRELUDE CAPITAL MANAGEMENT, LLC	0001387508	92,847	1.52%	▲48,471	+109.23%	$2.10Mn
6	RENAISSANCE TECHNOLOGIES LLC	0001037389	74,548	1.22%	▲15,400	+26.04%	$1.68Mn
7	LMR Partners LLP	0001578621	72,363	1.19%	▲72,363	0.00%	$1.64Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	60,098	0.99%	0	0.00%	$1.36Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	51,141	0.84%	▲1,466	+2.95%	$1.16Mn
10	RAFFLES ASSOCIATES LP	0001169581	41,230	0.68%	▼157,612	-79.26%	$931.80K
11	FLYWHEEL PRIVATE WEALTH LLC	0002029680	41,000	0.67%	0	0.00%	$926.60K
12	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	30,343	0.50%	▲19,915	+190.98%	$685.75K
13	GABELLI FUNDS LLC	0001081407	28,737	0.47%	0	0.00%	$649.46K
14	VANGUARD FIDUCIARY TRUST CO	0000933478	27,962	0.46%	▲27,962	0.00%	$631.94K
15	GABELLI & Co INVESTMENT ADVISERS, INC.	0000932724	27,950	0.46%	0	0.00%	$631.67K
16	BlackRock, Inc.	0002012383	26,454	0.43%	▲4,076	+18.21%	$597.86K
17	State Street Corp	0000093751	22,924	0.38%	▲405	+1.80%	$518.08K
18	PenderFund Capital Management Ltd.	0001706164	21,450	0.35%	▲21,450	0.00%	$484.77K
19	Wells Fargo & Company/Mn	0000072971	21,200	0.35%	0	0.00%	$479.12K
20	Farther Finance Advisors, LLC	0001992825	15,476	0.25%	0	0.00%	$349.76K

Showing 1 to 20 of 30 holders