BayFirst Financial Ownership | Who Owns BayFirst Financial?
BayFirst Financial Ownership Summary
BayFirst Financial is owned by 14.73% institutional investors, 56.63% insiders, and 28.64% retail investors. Vanguard group is the largest institutional shareholder, holding 4.15% of BAFN shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 2.31% of its assets in BayFirst Financial shares.
BAFN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BayFirst Financial | 14.73% | 56.63% | 28.64% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.95% | 12.58% | 30.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 171.21K | 4.15% | $1.34M |
| Cornerstone wealth group | 142.85K | 3.49% | $972.81K |
| First manhattan co. llc. | 127.93K | 3.10% | $812.33K |
| Banc funds | 91.68K | 2.22% | $582.16K |
| Blackrock funding, inc. /de | 51.73K | 1.25% | $328.52K |
| Blackrock | 48.95K | 1.23% | $568.76K |
| Geode capital management | 44.15K | 1.07% | $280.44K |
| Stifel financial | 31.20K | 0.76% | $198.12K |
| Vanguard fiduciary trust | 21.17K | 0.51% | $134.40K |
| Citadel advisors | 12.91K | 0.31% | $81.98K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Banc funds | 91.68K | 0.11% | $582.16K |
| Cornerstone wealth group | 142.85K | 0.06% | $972.81K |
| First manhattan co. llc. | 127.93K | 0.00% | $812.33K |
| J.w. cole advisors | 12.00K | 0.00% | $81.72K |
| Renaissance | 10.00K | 0.00% | $133.00K |
| Stifel financial | 31.20K | 0.00% | $198.12K |
| Salzhauer michael | - | - | - |
| Bank of america corp /de/ | 29.00 | - | $337.00 |
| Blackrock | 48.95K | - | $568.76K |
| Susquehanna group, llp | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cornerstone wealth group | 142.85K | 0.06% | 142.85K |
| Vanguard group | 171.21K | - | 64.22K |
| Vanguard fiduciary trust | 21.17K | - | 21.17K |
| Citadel advisors | 12.91K | - | 12.91K |
| J.w. cole advisors | 12.00K | 0.00% | 12.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Graham capital wealth management | - | - | -44.69K |
| Kennedy capital management | - | - | -35.42K |
| Salzhauer michael | - | - | -34.61K |
| Northern trust | - | - | -33.90K |
| Gator capital management | - | - | -33.45K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cornerstone wealth group | 142.85K | 0.06% | 142.85K | $972.81K |
| Vanguard fiduciary trust | 21.17K | - | 21.17K | $134.40K |
| Citadel advisors | 12.91K | - | 12.91K | $81.98K |
| J.w. cole advisors | 12.00K | 0.00% | 12.00K | $81.72K |
| Renaissance | 10.00K | 0.00% | 10.00K | $133.00K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -28.00 |
| Ubs group | -149.00 |
| Raymond james financial | -400.00 |
| Tower research capital llc (trc) | -911.00 |
| Fny investment advisers | -5.57K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 15 | -6.25% | 603,525 | -1.85% | 14 | 6.54% | 10 | - | 1 | - |
| Mar 31, 2026 | 16 | 6.67% | 614,927 | -1.52% | 14 | 6.51% | 10 | 66.67% | 1 | -83.33% |
| Dec 31, 2025 | 3 | -78.57% | 225,268 | -64.68% | 5 | 2.29% | 1 | -90.00% | 2 | -33.33% |
| Sep 30, 2025 | 3 | -80.00% | 176,263 | -68.89% | 4 | 2.27% | 3 | -57.14% | - | -100.00% |
| Jun 30, 2025 | 15 | 15.38% | 566,528 | 1.47% | 13 | 7.50% | 7 | -12.50% | 6 | 100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 621.56K | 2.31% | 511.54K |
| Vanguard Morn Total Stk Mkt Idx Investor | 110.03K | 2.05% | - |
| Vanguard Total Stock Mkt Idx Inv | 110.03K | 2.05% | - |
| Extended Equity Market Fund B | 6.69K | 0.16% | - |
| Extended Equity Market Fund E | 6.69K | 0.16% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 40.78K | 0.14% | - |
| BlackRock Extended Equity Market K | 5.83K | 0.14% | -2.00 |
| Extended Equity Market Fund K | 5.70K | 0.14% | -42.00 |
| Northern Small Cap Core I | 5.43K | 0.13% | -406.00 |
| Blackrock Extended Mkt Fund CF | 6.69K | 0.12% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 14, 2026 | Rogers Alfred Tate Jr | CEO & President | Buy | - |
| Jul 14, 2026 | Rogers Alfred Tate Jr | CEO & President | Buy | - |
| Jul 14, 2026 | Rogers Alfred Tate Jr | CEO & President | Buy | - |
| Jul 14, 2026 | Rogers Alfred Tate Jr | CEO & President | Buy | - |
| May 15, 2025 | Berset Derek Steven | - | Sell | $2.90 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 4 |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
BAFN Ownership FAQ
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