AllianceBernstein 9.8% Stake in Affinity Bancshares
Affinity Bancshares Inc reported that AllianceBernstein L.P. beneficially owns 598,619 shares, representing 9.8% of the common stock as of 03/31/2026.
Rhea-AI Filing Summary
Affinity Bancshares Inc reported that AllianceBernstein L.P. beneficially owns 598,619 shares, representing 9.8% of the common stock as of 03/31/2026. The filing states these shares were acquired solely for investment purposes on behalf of client discretionary investment advisory accounts. AllianceBernstein notes it is a majority owned subsidiary of Equitable Holdings, Inc. but operates under independent management. The Schedule 13G/A was signed on 05/15/2026.
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Insights
AllianceBernstein holds a near-10% passive stake in Affinity Bancshares.
AllianceBernstein reports beneficial ownership of 598,619 shares (9.8%) as of 03/31/2026, held in client discretionary accounts and described as acquired solely for investment purposes. The filing classifies the position as passive under Schedule 13G/A.
Ownership that approaches 10% can affect engagement dynamics with management; subsequent disclosures or amendments would show any change. Cash‑flow treatment and trading intentions are not specified in the excerpt.
Key Figures
Key Terms
Schedule 13G/A regulatory
beneficially owned financial
sole dispositive power regulatory
client discretionary accounts financial
FAQ
Is the AllianceBernstein position passive or active for AFBI?
When was the Schedule 13G/A for AFBI signed and filed?
Does Equitable Holdings report this ownership with AllianceBernstein?
AI-generated analysis. How Rhea-AI works. Not financial advice.