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Bayfirst Financial Corp (BAFN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares280,983 from 38,775
Change+242,208 (+625%)
Value$1.9M (+$1.7M)
Filed 2026-11-06
Cornerstone Wealth Group, LLC
NEW
Shares142,850
Change+142,850
Value$972.8K
Filed 2026-11-02
LPL Financial LLC
UNCHANGED
Shares19,321 from 19,321
Change0 (0%)
Value$131.6K (+$35.0K)
Filed 2026-11-06
Tactive Advisors, LLC
NEW
Shares15,460
Change+15,460
Value$105.3K
Filed 2026-10-08
J.W. Cole Advisors, Inc.
NEW
Shares12,000
Change+12,000
Value$81.7K
Filed 2026-11-05
Barclays PLC
INCREASED
Shares3,833 from 16
Change+3,817 (+23856%)
Value$26.1K (+$26.0K)
Filed 2026-11-06
Citigroup Inc
NEW
Shares3,297
Change+3,297
Value$22.5K
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
NEW
Shares3
Change+3
Value$20
Filed 2026-10-29
Vanguard Capital Management LLC
N/A
Shares— from 150,806
Change-150,806 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 132,926
Change-132,926 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 91,679
Change-91,679 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 52,828
Change-52,828 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 36,673
Change-36,673 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,661
Change-27,661 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 22,215
Change-22,215 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,091
Change-13,091 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 343
Change-343 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 179
Change-179 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED280,98338,775+242,208+625%$193.9K$1.9M+$1.7M2026-11-06
Cornerstone Wealth Group, LLC
NEW142,850—+142,850——$972.8K—2026-11-02
LPL Financial LLC
UNCHANGED19,32119,32100%$96.6K$131.6K+$35.0K2026-11-06
Tactive Advisors, LLC
NEW15,460—+15,460——$105.3K—2026-10-08
J.W. Cole Advisors, Inc.
NEW12,000—+12,000——$81.7K—2026-11-05
Barclays PLC
INCREASED3,83316+3,817+23856%$80$26.1K+$26.0K2026-11-06
Citigroup Inc
NEW3,297—+3,297——$22.5K—2026-11-04
Caitong International Asset Management Co., Ltd
NEW3—+3——$20—2026-10-29
Vanguard Capital Management LLC
N/A—150,806-150,806-100%$754.0K———
First Manhattan Co. Llc.
N/A—132,926-132,926-100%$664.6K———
Banc Funds Co LLC
N/A—91,679-91,679-100%$458.4K———
BlackRock, Inc.
N/A—52,828-52,828-100%$264.1K———
Stifel Financial Corp
N/A—36,673-36,673-100%$183.4K———
Modern Wealth Management, LLC
N/A—27,661-27,661-100%$138.3K———
Vanguard Fiduciary Trust Co
N/A—22,215-22,215-100%$111.1K———
Renaissance Technologies LLC
N/A—15,600-15,600-100%$78.0K———
Citadel Advisors LLC
N/A—13,091-13,091-100%$65.5K———
Vanguard Global Advisers, LLC
N/A—1,412-1,412-100%$7.1K———
Jones Financial Companies Lllp
N/A—343-343-100%$1.7K———
Morgan Stanley
N/A—179-179-100%$896———
Showing 20 of 20 institutions