BayFirst Financial Ownership 2024 | Who Owns BayFirst Financial Now?

Overview RevenueFinancials Chart

Institutional Ownership

13.80%

Insider Ownership

16.33%

Retail Ownership

69.86%

Institutional Holders

10.00

BayFirst Financial Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BANC FUNDS CO LLC	3.67%	0.22%	150,272	11,520	8.30%	1,946,000	Mar 31, 2024
FIRST MANHATTAN CO. LLC.	3.39%	0.01%	139,015	-	-	1,800,244,000	Mar 31, 2024
VANGUARD GROUP INC	2.59%	-	106,153	-17,141	-13.90%	1,374,681	Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC	1.51%	0.41%	62,000	-	-	802,900	Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.	1.37%	0.02%	56,113	-	-	726,663	Mar 31, 2024
SALZHAUER MICHAEL	1.34%	0.54%	55,077	-	-	713,247	Mar 31, 2024
BLACKROCK INC.	1.19%	-	48,654	-220	-0.45%	630,069	Mar 31, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1.11%	1.01%	45,404	45,404	100.00%	587,985,000	Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC	0.86%	0.01%	35,425	7,774	28.11%	458,754	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.76%	-	31,208	1,228	4.10%	404,262	Mar 31, 2024
NORTHERN TRUST CORP	0.27%	-	11,088	-1,268	-10.26%	143,590	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	867	277	46.95%	11,228	Mar 31, 2024
ROYAL BANK OF CANADA	0.00%	-	194	33	20.50%	3,000	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	28	1	3.70%	363,000	Mar 31, 2024

BayFirst Financial's largest institutional shareholder is BANC FUNDS CO LLC, holding 3.67% of the company's total share outstanding, currently valued at $1.95M. The top 10 institutional shareholders own together 17.79% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1.11%	1.01%	45,404	45,404	100.00%	587,985,000	Mar 31, 2024
SALZHAUER MICHAEL	1.34%	0.54%	55,077	-	-	713,247	Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC	1.51%	0.41%	62,000	-	-	802,900	Mar 31, 2024
BANC FUNDS CO LLC	3.67%	0.22%	150,272	11,520	8.30%	1,946,000	Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.	1.37%	0.02%	56,113	-	-	726,663	Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC	0.86%	0.01%	35,425	7,774	28.11%	458,754	Mar 31, 2024
FIRST MANHATTAN CO. LLC.	3.39%	0.01%	139,015	-	-	1,800,244,000	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	867	277	46.95%	11,228	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.76%	-	31,208	1,228	4.10%	404,262	Mar 31, 2024
VANGUARD GROUP INC	2.59%	-	106,153	-17,141	-13.90%	1,374,681	Mar 31, 2024
NORTHERN TRUST CORP	0.27%	-	11,088	-1,268	-10.26%	143,590	Mar 31, 2024
BLACKROCK INC.	1.19%	-	48,654	-220	-0.45%	630,069	Mar 31, 2024
ROYAL BANK OF CANADA	0.00%	-	194	33	20.50%	3,000	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	28	1	3.70%	363,000	Mar 31, 2024

The largest BayFirst Financial shareholder by % of total assets is GRAHAM CAPITAL WEALTH MANAGEMENT, LLC. The company owns 45.40K shares of BayFirst Financial (BAFN), representing 1.01% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1.11%	1.01%	45,404	45,404	100.00%	587,985,000	Mar 31, 2024
BANC FUNDS CO LLC	3.67%	0.22%	150,272	11,520	8.30%	1,946,000	Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC	0.86%	0.01%	35,425	7,774	28.11%	458,754	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.76%	-	31,208	1,228	4.10%	404,262	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	867	277	46.95%	11,228	Mar 31, 2024
ROYAL BANK OF CANADA	0.00%	-	194	33	20.50%	3,000	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	28	1	3.70%	363,000	Mar 31, 2024
FIRST MANHATTAN CO. LLC.	3.39%	0.01%	139,015	-	-	1,800,244,000	Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.	1.37%	0.02%	56,113	-	-	726,663	Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC	1.51%	0.41%	62,000	-	-	802,900	Mar 31, 2024
SALZHAUER MICHAEL	1.34%	0.54%	55,077	-	-	713,247	Mar 31, 2024
BLACKROCK INC.	1.19%	-	48,654	-220	-0.45%	630,069	Mar 31, 2024
NORTHERN TRUST CORP	0.27%	-	11,088	-1,268	-10.26%	143,590	Mar 31, 2024
VANGUARD GROUP INC	2.59%	-	106,153	-17,141	-13.90%	1,374,681	Mar 31, 2024

As of Mar 31 2024, BayFirst Financial's largest institutional buyer is GRAHAM CAPITAL WEALTH MANAGEMENT, LLC. The company purchased 45.40K stocks of BAFN, valued at $587.99M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	2.59%	-	106,153	-17,141	-13.90%	1,374,681	Mar 31, 2024
NORTHERN TRUST CORP	0.27%	-	11,088	-1,268	-10.26%	143,590	Mar 31, 2024
BLACKROCK INC.	1.19%	-	48,654	-220	-0.45%	630,069	Mar 31, 2024
SALZHAUER MICHAEL	1.34%	0.54%	55,077	-	-	713,247	Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC	1.51%	0.41%	62,000	-	-	802,900	Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.	1.37%	0.02%	56,113	-	-	726,663	Mar 31, 2024
FIRST MANHATTAN CO. LLC.	3.39%	0.01%	139,015	-	-	1,800,244,000	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	28	1	3.70%	363,000	Mar 31, 2024
ROYAL BANK OF CANADA	0.00%	-	194	33	20.50%	3,000	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	867	277	46.95%	11,228	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.76%	-	31,208	1,228	4.10%	404,262	Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC	0.86%	0.01%	35,425	7,774	28.11%	458,754	Mar 31, 2024
BANC FUNDS CO LLC	3.67%	0.22%	150,272	11,520	8.30%	1,946,000	Mar 31, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1.11%	1.01%	45,404	45,404	100.00%	587,985,000	Mar 31, 2024

As of Mar 31 2024, BayFirst Financial's biggest institutional seller is VANGUARD GROUP INC. The company sold -17.14K shares of BAFN, valued at $1.37M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1.11%	1.01%	45,404	45,404	100.00%	587,985,000	Mar 31, 2024

BayFirst Financial's largest new institutional shareholder by number of shares is GRAHAM CAPITAL WEALTH MANAGEMENT, LLC, purchased 45.40K shares, valued at $587.99M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

BayFirst Financial Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
UNIFIED SERIES TRUST	0.00%	12,500	-	-	Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS	0.00%	227	-	-	Dec 31, 2023
VANGUARD INDEX FUNDS	0.00%	178,235	42,238	31.06%	Dec 31, 2023
FIDELITY CONCORD STREET TRUST	0.00%	29,034	1,097	3.93%	Feb 29, 2024
EQ ADVISORS TRUST	0.00%	635	-	-	Dec 31, 2023
iSHARES TRUST	0.00%	7,903	-	-	Feb 29, 2024

BayFirst Financial's largest mutual fund holder by % of total assets is "UNIFIED SERIES TRUST", owning 12.50K shares, compromising 0.00% of its total assets.

BayFirst Financial Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	10	-23.08%
31 Dec, 23	13	-13.33%
30 Sep, 23	15	15.38%
30 Jun, 23	13	8.33%
31 Mar, 23	12	-20.00%
31 Dec, 22	15	25.00%
30 Sep, 22	12	9.09%
30 Jun, 22	11	37.50%
31 Mar, 22	8	14.29%
31 Dec, 21	7	-

As of 31 Mar 24, 10 institutions are holding BayFirst Financial's shares, representing a decrease of -23.08% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	565,997	-18.43%
31 Dec, 23	693,890	-0.36%
30 Sep, 23	696,405	1.13%
30 Jun, 23	688,611	-0.63%
31 Mar, 23	692,984	-2.86%
31 Dec, 22	713,415	4.38%
30 Sep, 22	683,496	-2.41%
30 Jun, 22	700,357	11.51%
31 Mar, 22	628,093	81.74%
31 Dec, 21	345,599	-

BayFirst Financial (BAFN) has 566.00K shares outstanding as of 31 Mar 24, down -18.43% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	13.80%	4.78%
31 Dec, 23	16.99%	5.77%
30 Sep, 23	17.16%	6.04%
30 Jun, 23	16.86%	5.86%
31 Mar, 23	16.97%	4.82%
31 Dec, 22	18.76%	6.52%
30 Sep, 22	16.97%	5.57%
30 Jun, 22	17.45%	7.09%
31 Mar, 22	15.69%	20.43%
31 Dec, 21	8.76%	-

As of 31 Mar 24, BayFirst Financial is held by 13.80% institutional shareholders, representing a 4.78% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	4	-42.86%
31 Dec, 23	7	-
30 Sep, 23	7	40.00%
30 Jun, 23	5	25.00%
31 Mar, 23	4	-50.00%
31 Dec, 22	8	166.67%
30 Sep, 22	3	-50.00%
30 Jun, 22	6	50.00%
31 Mar, 22	4	-42.86%
31 Dec, 21	7	-

4 institutional shareholders have increased their position in BAFN stock as of 31 Mar 24 compared to 7 in the previous quarter (a -42.86% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	3	-
31 Dec, 23	3	50.00%
30 Sep, 23	2	100.00%
30 Jun, 23	1	-50.00%
31 Mar, 23	2	100.00%
31 Dec, 22	1	-50.00%
30 Sep, 22	2	100.00%
30 Jun, 22	1	-
31 Mar, 22	1	-
31 Dec, 21	-	-

3 institutional shareholders have reduced their position in BAFN stock as of 31 Mar 24 compared to 3 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	10	-23.08%	565,997	-18.43%	13.80%	4.78%	4	-42.86%	3	-
31 Dec, 23	13	-13.33%	693,890	-0.36%	16.99%	5.77%	7	-	3	50.00%
30 Sep, 23	15	15.38%	696,405	1.13%	17.16%	6.04%	7	40.00%	2	100.00%
30 Jun, 23	13	8.33%	688,611	-0.63%	16.86%	5.86%	5	25.00%	1	-50.00%
31 Mar, 23	12	-20.00%	692,984	-2.86%	16.97%	4.82%	4	-50.00%	2	100.00%
31 Dec, 22	15	25.00%	713,415	4.38%	18.76%	6.52%	8	166.67%	1	-50.00%
30 Sep, 22	12	9.09%	683,496	-2.41%	16.97%	5.57%	3	-50.00%	2	100.00%
30 Jun, 22	11	37.50%	700,357	11.51%	17.45%	7.09%	6	50.00%	1	-
31 Mar, 22	8	14.29%	628,093	81.74%	15.69%	20.43%	4	-42.86%	1	-
31 Dec, 21	7	-	345,599	-	8.76%	-	7	-	-	-

BayFirst Financial Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 06, 2024	Oliver Robin Leigh	officer	President, COO	J-Other	Buy	25	$11.57	$299.90	8,982
May 06, 2024	Zernick Thomas Gerard	director, officer	CEO	J-Other	Buy	129	$11.57	$1.50K	16,360
May 06, 2024	Tudor Rhonda S	officer	SVP, Chief Accounting Officer	J-Other	Buy	25	$11.57	$299.90	1,346
Mar 19, 2024	Zernick Thomas Gerard	director, officer	CEO	J-Other	Buy	39	$13.00	$514.27	16,230
Mar 19, 2024	Spoor Bradly William	director	-	J-Other	Buy	12	$13.00	$158.51	2,807
Mar 19, 2024	WuDunn Sheryl	director	-	J-Other	Buy	14	$13.00	$182.04	4,139
Mar 19, 2024	Saravanos Anthony	director	-	J-Other	Buy	310	$13.00	$4.04K	54,561
Mar 19, 2024	Harris Alexander Octavius	director	-	J-Other	Buy	11	$13.00	$149.74	4,658
Mar 19, 2024	Berset Mark S	director	-	J-Other	Buy	29	$13.00	$385.45	211,003
Mar 19, 2024	Berset Mark S	director	-	J-Other	Buy	4	$13.00	$58.00	48,676
Mar 19, 2024	Berset Mark S	director	-	J-Other	Buy	1	$13.00	$21.73	16,209
Mar 19, 2024	Berset Mark S	director	-	J-Other	Buy	-	$13.00	$5.81	6,594
Mar 19, 2024	Deloach Dennis Reppard III	director	-	J-Other	Buy	196	$13.00	$2.56K	34,669
Mar 19, 2024	Helal Tarek	director	-	J-Other	Buy	1	$13.00	$17.15	24,469
Mar 19, 2024	Oliver Robin Leigh	officer	President, COO	J-Other	Buy	7	$13.00	$93.91	8,956
Mar 19, 2024	Tudor Rhonda S	officer	SVP, Chief Accounting Officer	J-Other	Buy	1	$13.00	$17.50	1,320
Mar 19, 2024	Zipperian Barbara J	director	-	J-Other	Buy	3	$13.00	$49.01	4,820
Mar 19, 2024	Berset Derek Steven	director	-	J-Other	Buy	369	$13.00	$4.81K	64,214
Mar 12, 2024	LEO ANTHONY N	director	-	A-Award	Buy	166	$13.04	$2.17K	1,569
Mar 12, 2024	Tudor Rhonda S	officer	SVP, Chief Accounting Officer	A-Award	Buy	99	$13.04	$1.29K	201

BayFirst Financial Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	25	10	250.00%
Q4 2023	40	-	-
Q3 2023	39	1	3900.00%
Q2 2023	42	-	-
Q1 2023	42	5	840.00%
Q4 2022	34	4	850.00%
Q3 2022	32	1	3200.00%
Q2 2022	40	1	4000.00%
Q1 2022	52	7	742.86%
Q4 2021	26	74	35.14%

25 total buy trades, and 10 total sell trades (buy/sell ratio of 2.50%) were made by BayFirst Financial's insiders, as of Q1 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	1	-	-
Q4 2023	16	-	-
Q3 2023	14	-	-
Q2 2023	13	-	-
Q1 2023	1	-	-
Q4 2022	2	-	-
Q3 2022	1	-	-
Q2 2022	20	-	-
Q1 2022	7	-	-
Q4 2021	21	-	-

As of Q1 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of BayFirst Financial's stocks.

BayFirst Financial Peer Ownership

Ticker	Company
BCML	BayCom Corp
HFBL	Home Federal Bancorp, Inc. of Louisiana
NECB	Northeast Community Bancorp, Inc.
CULL	Cullman Bancorp, Inc.
FFNW	First Financial Northwest, Inc.
HMNF	HMN Financial, Inc.
CWBC	Community West Bancshares
AFBI	Affinity Bancshares, Inc.
FCAP	First Capital, Inc.
HVBC	HV Bancorp, Inc.
FNWB	First Northwest Bancorp

BAFN Ownership FAQ

Who Owns BayFirst Financial?

BayFirst Financial is owned by institutional shareholders (13.80%), insiders (16.33%), and public (69.86%). The largest institutional shareholder of BayFirst Financial is BANC FUNDS CO LLC (3.67% of total shares) and the top mutual fund owner is UNIFIED SERIES TRUST (0.00% of total shares).

Who are the major institutional shareholders of BayFirst Financial?

BayFirst Financial's major institutional shareholders are BANC FUNDS CO LLC, FIRST MANHATTAN CO. LLC., VANGUARD GROUP INC, GATOR CAPITAL MANAGEMENT, LLC, and AVANTAX PLANNING PARTNERS, INC.. The top five shareholders own together 12.53% of the company's share outstanding.

How many BayFirst Financial shareholders are there?

As of Mar 2024, there are 10 institutional shareholders of BayFirst Financial.

What percentage of BayFirst Financial is owned by BANC FUNDS CO LLC?

BANC FUNDS CO LLC owns 150.27K shares of BayFirst Financial, representing 3.67% of the company's total shares outstanding, valued at $1.95M (as of Mar 2024).

What percentage of BayFirst Financial is owned by FIRST MANHATTAN CO. LLC?

As of Mar 2024, FIRST MANHATTAN CO. LLC holds 139.02K shares of BayFirst Financial (BAFN), compromising 3.39% of the company, valued at $1.8B.

What percentage of BayFirst Financial is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of BayFirst Financial. The company owns 106.15K of the company's shares outstanding (worth $1.37M).