BayFirst Financial Corp. (BAFN) — Institutional Holders, Q2 2026
15 institutional investment managers reported a BAFN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.0M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BAFN in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Modern Wealth ManagementNew · +27,661 sh+$138.3K
- RENAISSANCE TECHNOLOGIESNew · +15,600 sh+$78.0K
- LPL FinancialAdded · +6,500 sh+$32.5K
- STIFEL FINANCIALAdded · +5,473 sh+$27.4K
- FIRST MANHATTANAdded · +5,000 sh+$25.0K
Biggest sellers
- SALZHAUER MICHAELSold out · -34,606 sh-$173.0K
- SUSQUEHANNA INTERNATIONAL GROUP, LLPSold out · -19,790 sh-$99.0K
- Tactive AdvisorsSold out · -15,460 sh-$77.3K
- GEODE CAPITAL MANAGEMENTTrimmed · -5,378 sh-$26.9K
- Tower Research Capital (TRC)Sold out · -911 sh-$4.6K
BAFN 13F holders ranked 1–15 of 15
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT#1 · 150,806 sh | 150,806 | $754.0K | 0.00% | +1.5% |
| 2 | FIRST MANHATTAN#2 · 132,926 sh | 132,926 | $664.6K | <0.01% | +3.9% |
| 3 | BANC FUNDS#3 · 91,679 sh | 91,679 | $458.4K | 0.08% | 0.0% |
| 4 | BlackRock#4 · 52,828 sh | 52,828 | $264.1K | 0.00% | +2.1% |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 38,775 sh | 38,775 | $193.9K | 0.00% | -12.2% |
| 6 | STIFEL FINANCIAL#6 · 36,673 sh | 36,673 | $183.4K | <0.01% | +17.5% |
| 7 | Modern Wealth Management#7 · 27,661 sh | 27,661 | $138.3K | <0.01% | New |
| 8 | VANGUARD FIDUCIARY#8 · 22,215 sh | 22,215 | $111.1K | 0.00% | +5.0% |
| 9 | LPL Financial#9 · 19,321 sh | 19,321 | $96.6K | 0.00% | +50.7% |
| 10 | RENAISSANCE TECHNOLOGIES#10 · 15,600 sh | 15,600 | $78.0K | <0.01% | New |
| 11 | CITADEL ADVISORS#11 · 13,091 sh | 13,091 | $65.5K | 0.00% | +1.4% |
| 12 | Vanguard Global Advisers#12 · 1,412 sh | 1,412 | $7.1K | 0.00% | 0.0% |
| 13 | JONES FINANCIAL COMPANIES LLLP#13 · 343 sh | 343 | $1.7K | 0.00% | 0.0% |
| 14 | MORGAN STANLEY#14 · 179 sh | 179 | $896.00 | 0.00% | 0.0% |
| 15 | BARCLAYS PLC#15 · 16 sh | 16 | $80.00 | 0.00% | New |
Funds that sold out of BAFN in Q2 2026 (4)
Held BAFN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| SALZHAUER MICHAEL34,606 sh | 34,606 | $219.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP19,790 sh | 19,790 | $125.7K |
| Tactive Advisors15,460 sh | 15,460 | $98.2K |
| Tower Research Capital (TRC)911 sh | 911 | $5.8K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.