BayFirst Financial Ownership 2024 | Who Owns BayFirst Financial Now?

Overview RevenueFinancials Chart

Institutional Ownership

16.48%

Insider Ownership

16.38%

Retail Ownership

67.14%

Institutional Holders

15.00

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	3.77%	0.21%	150,272	-	-	1,746,161	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	3.48%	0.01%	139,015	-	-	1,615,354	Jun 30, 2024
VANGUARD GROUP INC	1.44%	-	57,615	-48,538	-45.72%	669,486	Jun 30, 2024
AVANTAX PLANNING PARTNERS, INC.	1.41%	0.02%	56,113	-	-	652,033	Jun 30, 2024
SALZHAUER MICHAEL	1.38%	0.50%	55,077	-	-	639,995	Jun 30, 2024
BLACKROCK INC.	1.23%	-	48,947	293	0.60%	568,764	Jun 30, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1.14%	0.72%	45,355	-49	-0.11%	527,025	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.84%	-	33,611	2,403	7.70%	390,670	Jun 30, 2024
GATOR CAPITAL MANAGEMENT, LLC	0.84%	0.20%	33,450	-28,550	-46.05%	388,689	Jun 30, 2024
LPL FINANCIAL LLC	0.32%	0.00%	12,821	12,821	100.00%	148,980	Jun 30, 2024
NORTHERN TRUST CORP	0.26%	-	10,503	-585	-5.28%	122,045,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	779	-88	-10.15%	9,052	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	90	-104	-53.61%	1,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	29	29	100.00%	337	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-28	-100.00%	-	Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC	-	-	-	-35,425	-100.00%	-	Jun 30, 2024

BayFirst Financial's largest institutional shareholder is BANC FUNDS CO LLC, holding 3.77% of the company's total share outstanding, currently valued at $1.75M. The top 10 institutional shareholders own together 15.84% 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	1.14%	0.72%	45,355	-49	-0.11%	527,025	Jun 30, 2024
SALZHAUER MICHAEL	1.38%	0.50%	55,077	-	-	639,995	Jun 30, 2024
BANC FUNDS CO LLC	3.77%	0.21%	150,272	-	-	1,746,161	Jun 30, 2024
GATOR CAPITAL MANAGEMENT, LLC	0.84%	0.20%	33,450	-28,550	-46.05%	388,689	Jun 30, 2024
AVANTAX PLANNING PARTNERS, INC.	1.41%	0.02%	56,113	-	-	652,033	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	3.48%	0.01%	139,015	-	-	1,615,354	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	779	-88	-10.15%	9,052	Jun 30, 2024
LPL FINANCIAL LLC	0.32%	0.00%	12,821	12,821	100.00%	148,980	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.84%	-	33,611	2,403	7.70%	390,670	Jun 30, 2024
NORTHERN TRUST CORP	0.26%	-	10,503	-585	-5.28%	122,045,000	Jun 30, 2024
BLACKROCK INC.	1.23%	-	48,947	293	0.60%	568,764	Jun 30, 2024
VANGUARD GROUP INC	1.44%	-	57,615	-48,538	-45.72%	669,486	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	90	-104	-53.61%	1,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	29	29	100.00%	337	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-28	-100.00%	-	Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC	-	-	-	-35,425	-100.00%	-	Jun 30, 2024

The largest BayFirst Financial shareholder by % of total assets is GRAHAM CAPITAL WEALTH MANAGEMENT, LLC. The company owns 45.35K shares of BayFirst Financial (BAFN), representing 0.72% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LPL FINANCIAL LLC	0.32%	0.00%	12,821	12,821	100.00%	148,980	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.84%	-	33,611	2,403	7.70%	390,670	Jun 30, 2024
BLACKROCK INC.	1.23%	-	48,947	293	0.60%	568,764	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	29	29	100.00%	337	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	3.48%	0.01%	139,015	-	-	1,615,354	Jun 30, 2024
AVANTAX PLANNING PARTNERS, INC.	1.41%	0.02%	56,113	-	-	652,033	Jun 30, 2024
BANC FUNDS CO LLC	3.77%	0.21%	150,272	-	-	1,746,161	Jun 30, 2024
SALZHAUER MICHAEL	1.38%	0.50%	55,077	-	-	639,995	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-28	-100.00%	-	Jun 30, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1.14%	0.72%	45,355	-49	-0.11%	527,025	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	779	-88	-10.15%	9,052	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	90	-104	-53.61%	1,000	Jun 30, 2024
NORTHERN TRUST CORP	0.26%	-	10,503	-585	-5.28%	122,045,000	Jun 30, 2024
GATOR CAPITAL MANAGEMENT, LLC	0.84%	0.20%	33,450	-28,550	-46.05%	388,689	Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC	-	-	-	-35,425	-100.00%	-	Jun 30, 2024
VANGUARD GROUP INC	1.44%	-	57,615	-48,538	-45.72%	669,486	Jun 30, 2024

As of Jun 30 2024, BayFirst Financial's largest institutional buyer is LPL FINANCIAL LLC. The company purchased 12.82K stocks of BAFN, valued at $148.98K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	1.44%	-	57,615	-48,538	-45.72%	669,486	Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC	-	-	-	-35,425	-100.00%	-	Jun 30, 2024
GATOR CAPITAL MANAGEMENT, LLC	0.84%	0.20%	33,450	-28,550	-46.05%	388,689	Jun 30, 2024
NORTHERN TRUST CORP	0.26%	-	10,503	-585	-5.28%	122,045,000	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	90	-104	-53.61%	1,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	779	-88	-10.15%	9,052	Jun 30, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1.14%	0.72%	45,355	-49	-0.11%	527,025	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-28	-100.00%	-	Jun 30, 2024
SALZHAUER MICHAEL	1.38%	0.50%	55,077	-	-	639,995	Jun 30, 2024
BANC FUNDS CO LLC	3.77%	0.21%	150,272	-	-	1,746,161	Jun 30, 2024
AVANTAX PLANNING PARTNERS, INC.	1.41%	0.02%	56,113	-	-	652,033	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	3.48%	0.01%	139,015	-	-	1,615,354	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	29	29	100.00%	337	Jun 30, 2024
BLACKROCK INC.	1.23%	-	48,947	293	0.60%	568,764	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.84%	-	33,611	2,403	7.70%	390,670	Jun 30, 2024
LPL FINANCIAL LLC	0.32%	0.00%	12,821	12,821	100.00%	148,980	Jun 30, 2024

As of Jun 30 2024, BayFirst Financial's biggest institutional seller is VANGUARD GROUP INC. The company sold -48.54K shares of BAFN, valued at $669.49K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LPL FINANCIAL LLC	0.32%	0.00%	12,821	12,821	100.00%	148,980	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	29	29	100.00%	337	Jun 30, 2024

BayFirst Financial's largest new institutional shareholder by number of shares is LPL FINANCIAL LLC, purchased 12.82K shares, valued at $148.98K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
KENNEDY CAPITAL MANAGEMENT LLC	-	-	-	-35,425	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-28	-100.00%	-	Jun 30, 2024

BayFirst Financial's largest sold out institutional shareholder by shares sold is KENNEDY CAPITAL MANAGEMENT LLC, sold -35.42K shares, valued at -, as of undefined.

BayFirst Financial Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
UNIFIED SERIES TRUST	0.00%	12,500	-	-	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.00%	227	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	104,741	-73,494	-41.23%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	29,034	1,097	3.93%	Feb 29, 2024
SCHWAB CAPITAL TRUST	0.00%	784	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	393	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	635	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	7,683	-220	-2.78%	Mar 31, 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 %
30 Jun, 24	15	7.14%
31 Mar, 24	14	7.69%
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 30 Jun 24, 15 institutions are holding BayFirst Financial's shares, representing an increase of 7.14% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	657,728	-11.30%
31 Mar, 24	741,498	6.86%
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 657.73K shares outstanding as of 30 Jun 24, down -11.30% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	16.48%	5.04%
31 Mar, 24	18.08%	6.26%
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 30 Jun 24, BayFirst Financial is held by 16.48% institutional shareholders, representing a 5.04% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	5	-28.57%
31 Mar, 24	7	-
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	-

5 institutional shareholders have increased their position in BAFN stock as of 30 Jun 24 compared to 7 in the previous quarter (a -28.57% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	6	100.00%
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	-	-

6 institutional shareholders have reduced their position in BAFN stock as of 30 Jun 24 compared to 3 in the previous quarter (a 100.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	15	7.14%	657,728	-11.30%	16.48%	5.04%	5	-28.57%	6	100.00%
31 Mar, 24	14	7.69%	741,498	6.86%	18.08%	6.26%	7	-	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
Aug 05, 2024	Tudor Rhonda S	officer	SVP, Chief Accounting Officer	P-Purchase	Buy	100	$12.86	$1.29K	1,447
Jul 31, 2024	McKim Scott Joseph	officer	EVP, Chief Financial Officer	P-Purchase	Buy	100	$12.93	$1.29K	1,550
Jul 30, 2024	Zernick Thomas Gerard	director, officer	CEO	P-Purchase	Buy	100	$13.10	$1.31K	16,707
Jul 30, 2024	Oliver Robin Leigh	officer	President, COO	P-Purchase	Buy	100	$13.00	$1.30K	9,590

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Tudor Rhonda S	officer	SVP, Chief Accounting Officer	P-Purchase	Buy	100	$12.86	$1.29K	1,447
Jul 31, 2024	McKim Scott Joseph	officer	EVP, Chief Financial Officer	P-Purchase	Buy	100	$12.93	$1.29K	1,550
Jul 30, 2024	Zernick Thomas Gerard	director, officer	CEO	P-Purchase	Buy	100	$13.10	$1.31K	16,707
Jul 30, 2024	Oliver Robin Leigh	officer	President, COO	P-Purchase	Buy	100	$13.00	$1.30K	9,590

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
Aug 09, 2024	Zernick Thomas Gerard	director, officer	CEO	J-Other	Buy	128	$11.70	$1.50K	16,835
Aug 09, 2024	McKim Scott Joseph	officer	EVP, Chief Financial Officer	J-Other	Buy	25	$11.70	$300.00	1,575
Aug 09, 2024	Oliver Robin Leigh	officer	President, COO	J-Other	Buy	25	$11.70	$300.00	9,616
Aug 09, 2024	Tudor Rhonda S	officer	SVP, Chief Accounting Officer	J-Other	Buy	25	$11.70	$300.00	1,473
Aug 05, 2024	Tudor Rhonda S	officer	SVP, Chief Accounting Officer	P-Purchase	Buy	100	$12.86	$1.29K	1,447
Jul 31, 2024	McKim Scott Joseph	officer	EVP, Chief Financial Officer	P-Purchase	Buy	100	$12.93	$1.29K	1,550
Jul 30, 2024	Zernick Thomas Gerard	director, officer	CEO	P-Purchase	Buy	100	$13.10	$1.31K	16,707
Jul 30, 2024	Oliver Robin Leigh	officer	President, COO	P-Purchase	Buy	100	$13.00	$1.30K	9,590
Jun 18, 2024	Berset Mark S	director	-	J-Other	Buy	36	$11.27	$413.42	212,851
Jun 18, 2024	Berset Mark S	director	-	J-Other	Buy	5	$11.27	$58.36	48,681
Jun 18, 2024	Berset Mark S	director	-	J-Other	Buy	1	$11.27	$21.87	16,211
Jun 18, 2024	Berset Mark S	director	-	J-Other	Buy	-	$11.27	$5.85	6,594
Jun 18, 2024	Spoor Bradly William	director	-	J-Other	Buy	14	$11.27	$159.49	21,884
Jun 18, 2024	Zernick Thomas Gerard	director, officer	CEO	J-Other	Buy	46	$11.27	$527.80	16,607
Jun 18, 2024	Tudor Rhonda S	officer	SVP, Chief Accounting Officer	J-Other	Buy	1	$11.27	$19.68	1,347
Jun 18, 2024	WuDunn Sheryl	director	-	J-Other	Buy	17	$11.27	$199.96	5,006
Jun 18, 2024	Berset Derek Steven	director	-	J-Other	Buy	433	$11.27	$4.89K	66,140
Jun 18, 2024	Deloach Dennis Reppard III	director	-	J-Other	Buy	228	$11.27	$2.58K	34,897
Jun 18, 2024	Harris Alexander Octavius	director	-	J-Other	Buy	14	$11.27	$167.95	5,400
Jun 18, 2024	Oliver Robin Leigh	officer	President, COO	J-Other	Buy	8	$11.27	$96.56	9,490

The last insider buy of BAFN was made by Tudor Rhonda S on Aug 05 2024, buying 100 shares at $12.86 per share (worth $1.29K).

BayFirst Financial Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	8	-	-
Q2 2024	30	-	-
Q1 2024	40	10	400.00%
Q4 2023	44	-	-
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%

8 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by BayFirst Financial's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	4	-	-
Q2 2024	2	-	-
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 Q3 2024, Insider owners conducted 4 open market buy trades and 0 open market sell trades of BayFirst Financial's stocks.

BayFirst Financial Peer Ownership

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

BAFN Ownership FAQ

Who Owns BayFirst Financial?

BayFirst Financial is owned by institutional shareholders (16.48%), insiders (16.38%), and public (67.14%). The largest institutional shareholder of BayFirst Financial is BANC FUNDS CO LLC (3.77% 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, AVANTAX PLANNING PARTNERS, INC., and SALZHAUER MICHAEL. The top five shareholders own together 11.48% of the company's share outstanding.

How many BayFirst Financial shareholders are there?

As of Jun 2024, there are 15 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 3.77% of the company's total shares outstanding, valued at $1.75M (as of Jun 2024).

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

As of Jun 2024, FIRST MANHATTAN CO. LLC holds 139.02K shares of BayFirst Financial (BAFN), compromising 3.48% of the company, valued at $1.62M.

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 57.62K of the company's shares outstanding (worth $669.49K).