BayFirst Financial Corp. - BAFN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 280,983 | 1,915 | 0.0% | 0.0% | 1 | +242,208 | 624.65% | Q3 2026 | Nov 06, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 142,850 | 972 | 0.06% | — | 2 | +142,850 | New | Q3 2026 | Nov 02, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 150,806 | 754 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 132,926 | 664 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANC FUNDS CO LLC | History | No change | 91,679 | 458 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 52,828 | 264 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 36,673 | 183 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 27,661 | 138 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 19,321 | 131 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 22,215 | 111 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | New | 15,460 | 105 | 0.03% | — | 11 | +15,460 | New | Q3 2026 | Oct 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 12,000 | 81 | 0.0% | — | 12 | +12,000 | New | Q3 2026 | Nov 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 15,600 | 78 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,091 | 65 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BARCLAYS PLC | History | Added to | 3,833 | 26 | 0.0% | — | 15 | +3,817 | 23856.25% | Q3 2026 | Nov 06, 2026 |
| CITIGROUP INC | History | New | 3,297 | 22 | 0.0% | — | 16 | +3,297 | New | Q3 2026 | Nov 04, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,412 | 7 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 343 | 1 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 29, 2026 |
| MORGAN STANLEY | History | No change | 179 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |