BAFN — BAYFIRST FINANCIAL CORP
As of Q2 2026, 5 SEC-registered investment managers reported holding BAFN (BAYFIRST FINANCIAL CORP) in their latest 13F filings, with a combined reported value of $602.42K across 120.47K shares. That is +10.5% by share count (+11.49K shares) versus the previous quarter, while reported value moved -13.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BAFN is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 171.21K | $1.34M | 0.00% | Add |
| Northern Trust Corp history | Q4 2025 | 33.90K | $266.10K | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 52.83K | $264.14K | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 38.77K | $193.93K | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 15.60K | $78.00K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 13.09K | $65.45K | 0.00% | Add |
| UBS Group AG history | Q4 2025 | 149 | $1.17K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 179 | $896 | 0.00% | Hold |
| Wells Fargo & Co history | Q1 2024 | 28 | $363 | 0.00% | Add |
| Bank of America Corp history | Q4 2025 | 4 | $31 | 0.00% | Add |
New Positions (Q2 2026)
- Renaissance Technologies 15.60K sh · $78.00K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | 49.11K | 49.17K | 48.78K | 48.73K | 50.34K | 49.36K | 51.73K | 52.83K |
| Geode Capital Management | — | — | 11.24K | 24.48K | 24.74K | 24.74K | 24.74K | 29.98K | 29.98K | 31.21K | 33.61K | 36.10K | 36.10K | 38.50K | 38.88K | 39.35K | 39.68K | 44.15K | 38.77K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | 10.00K | — | — | — | — | — | 15.60K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 12.91K | 13.09K |
| Morgan Stanley | — | — | — | — | — | — | — | — | — | — | — | 1 | — | 1 | 1 | 179 | 179 | 179 | 179 |
| Bank of America Corp | — | — | — | — | 269 | 266 | — | — | — | — | 29 | 29 | 29 | 30 | 34 | 3 | 4 | — | — |
| Northern Trust Corp | — | — | — | — | — | — | — | — | 12.36K | 11.09K | 10.50K | 10.21K | 17.41K | 39.14K | 38.85K | 34.17K | 33.90K | — | — |
| UBS Group AG | 432 | — | 939 | 548 | 1.64K | — | 74 | 138 | — | — | — | — | 144 | 4.28K | 16.96K | 10.54K | 149 | — | — |
| Vanguard Group | — | 148.74K | 152.04K | 152.04K | 152.09K | 157.89K | 152.75K | 137.34K | 123.29K | 106.15K | 57.62K | 57.62K | 66.43K | 88.20K | 89.10K | 106.99K | 171.21K | — | — |
| Wells Fargo & Co | — | 20 | 22 | 22 | 23 | 23 | 25 | 26 | 27 | 28 | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details