BAFN

Bayfirst Financial Corp
FinancialsUSCUSIP 07279B104◍ Confluence graph
Tracked 13F Holders
13
-14 QoQ
13F Value (tracked)
$2.9M
Insider Net · 180d
$0
1↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 0 trimming
Insider net (180d)$0

Who owns BAFN?

13 tracked 13F filers

13 tracked 13F filers disclose a position in BAFN as of the latest SEC 13F filings, a combined $2.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1VANGUARD CAPITAL MANAGEMENT LLC
$944K
149K
First observed position
No prior filed position
Q1 2026
2FIRST MANHATTAN CO. LLC.
$812K
128K
Held
Q1 2026
3BlackRock, Inc.
$329K
52K
+4.8%
Added · +2K sh
Q1 2026
4GEODE CAPITAL MANAGEMENT, LLC
$194K
39K
−12%
Reduced · −5K sh
Q2 2026
5STIFEL FINANCIAL CORP
$198K
31K
+34%
Added · +8K sh
Q1 2026
6VANGUARD FIDUCIARY TRUST CO
$134K
21K
First observed position
No prior filed position
Q1 2026
7SUSQUEHANNA INTERNATIONAL GROUP, LLP
$126K
20K
New
+20K sh
Q1 2026
8CITADEL ADVISORS LLC
$65K
13K
+1.4%
Added · +180 sh
Q2 2026
9LPL Financial LLC
$81K
13K
Held
Q1 2026
10Vanguard Global Advisers, LLC
$9K
1K
First observed position
No prior filed position
Q1 2026
11Tower Research Capital LLC (TRC)
$6K
911
+18%
Added · +142 sh
Q1 2026
12JONES FINANCIAL COMPANIES LLLP
$2K
343
Held
Q1 2026
13MORGAN STANLEY
$1K
179
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BAFN being bought or sold by institutions?

Last quarter, 0 funds opened a new position in BAFN and 2 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
2
funds
Reduced
0
funds
Exited
0
funds

Funds that own BAFN also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA2 funds$3.3B
AMAZON.COM INCAMZN2 funds$1.7B
MICRON TECHNOLOGY INCMU2 funds$1.6B
APPLE INCAAPL2 funds$1.4B
TAIWAN SEMICONDUCTOR-SP ADRTSM2 funds$1.4B
META PLATFORMS INC-CLASS AMETA2 funds$1.1B
MICROSOFT CORPMSFT2 funds$1.1B
BROADCOM INCAVGO2 funds$1.1B
ALPHABET INC-CL AGOOGL2 funds$865.4M
TESLA INCTSLA2 funds$847.0M
WARNER BROS DISCOVERY INCWBD2 funds$813.9M
NORFOLK SOUTHERN CORPNSC2 funds$760.6M

Ranked by how many of BAFN's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
1 insiders
Sells · 180d
$0
0 insiders
Net
$0
4 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Jul 14, 2026Rogers Alfred Tate JrCEO & President, DirectorBuy (S)149K
Jul 14, 2026Rogers Alfred Tate JrCEO & President, DirectorBuy (S)280K
Jul 14, 2026Rogers Alfred Tate JrCEO & President, DirectorBuy (S)23K
Jul 14, 2026Rogers Alfred Tate JrCEO & President, DirectorBuy (S)691K
May 15, 2025Berset Derek StevenDirectorSell (S)0$3
May 1, 2025Zernick Thomas GerardCEO, DirectorBuy (P)326$5K
Feb 6, 2025McKim Scott JosephEVP, Chief Financial OfficerBuy (P)120$2K
Aug 2, 2024Tudor Rhonda SSVP, Chief Accounting OfficerBuy (P)100$1K
Jul 31, 2024McKim Scott JosephEVP, Chief Financial OfficerBuy (P)100$1K
Jul 30, 2024Oliver Robin LeighPresident, COOBuy (P)100$1K
Jul 30, 2024Zernick Thomas GerardCEO, DirectorBuy (P)100$1K
May 24, 2024Oliver Robin LeighPresident, COOBuy (P)500$6K

Institutional ownership over time

1 funds-10 since Q3 2024
0815Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $194K

Recent filings

15 shown

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Connected entities for BAFN

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Ask your agent what changed in BAFN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BAFN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BAFN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BAFN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.