BayFirst Financial Ownership | Who Owns BayFirst Financial?

BayFirst Financial Ownership Summary

BayFirst Financial is owned by 14.66% institutional investors, 15.16% insiders, and 70.19% retail investors. Banc funds is the largest institutional shareholder, holding 3.77% of BAFN shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.36% of its assets in BayFirst Financial shares.

BAFN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	BayFirst Financial	14.66%	15.16%	70.19%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Banc funds	150.27K	3.77%	$1.75M
First manhattan co. llc.	139.01K	3.48%	$1.62M
Vanguard group	57.62K	1.44%	$669.49K
Avantax planning partners	56.11K	1.41%	$652.03K
Salzhauer michael	55.08K	1.38%	$640.00K
Blackrock	48.95K	1.23%	$568.76K
Graham capital wealth management	45.35K	1.14%	$527.02K
Geode capital management	33.61K	0.84%	$390.67K
Susquehanna group, llp	14.05K	0.35%	$163.27K
Lpl financial	12.82K	0.32%	$148.98K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Graham capital wealth management	45.35K	0.71%	$527.02K
Salzhauer michael	55.08K	0.50%	$640.00K
Banc funds	150.27K	0.21%	$1.75M
Avantax planning partners	56.11K	0.02%	$652.03K
First manhattan co. llc.	139.01K	0.01%	$1.62M
Tower research capital llc (trc)	779.00	0.00%	$9.05K
Lpl financial	12.82K	0.00%	$148.98K
Wells fargo & company/mn	-	-	-
Royal bank of canada	90.00	-	$1.00K
Geode capital management	33.61K	-	$390.67K

Top Buyers

Holder	Shares	% Assets	Change
Susquehanna group, llp	14.05K	-	14.05K
Lpl financial	12.82K	0.00%	12.82K
Geode capital management	33.61K	-	2.40K
Blackrock	48.95K	-	293.00
Bank of america corp /de/	29.00	-	29.00

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	57.62K	-	-48.54K
Kennedy capital management	-	-	-35.42K
Gator capital management	-	-	-33.45K
Northern trust	10.50K	-	-585.00
Royal bank of canada	90.00	-	-104.00

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	14.05K	-	14.05K	$163.27K
Lpl financial	12.82K	0.00%	12.82K	$148.98K
Bank of america corp /de/	29.00	-	29.00	$337.00

Sold Out

Holder	Change
Wells fargo & company/mn	-28.00
Gator capital management	-33.45K
Kennedy capital management	-35.42K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	13	-13.33%	584,897	-11.07%	14	5.40%	3	-40.00%	4	-33.33%
Jun 30, 2024	15	7.14%	657,728	-11.30%	16	5.04%	5	-28.57%	6	100.00%
Mar 31, 2024	14	7.69%	741,498	6.86%	18	6.26%	7	-	3	-
Dec 31, 2023	13	-13.33%	693,890	-0.36%	16	5.77%	7	-	3	50.00%
Sep 30, 2023	15	15.38%	696,405	1.13%	17	6.04%	7	40.00%	2	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	56.20K	1.36%	-
Fidelity Extended Market Index	20.20K	0.49%	789.00
iShares Micro-Cap ETF	8.07K	0.20%	-
Fidelity Total Market Index	7.22K	0.17%	-18.00
BlackRock Extended Equity Market K	5.83K	0.14%	-2.00
Fidelity Series Total Market Index	4.69K	0.11%	1.62K
NT Ext Equity Mkt Idx Fd - L	3.02K	0.07%	-
Northern Trust Extended Eq Market Idx	3.02K	0.07%	-
Spartan Extended Market Index Pool E	1.57K	0.04%	78.00
Spartan Total Market Index Pool E	1.44K	0.03%	18.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 02, 2024	Tudor Rhonda S	SVP, Chief Accounting Officer	Buy	$1.29K
Jul 31, 2024	McKim Scott Joseph	EVP, Chief Financial Officer	Buy	$1.29K
Jul 30, 2024	Zernick Thomas Gerard	CEO	Buy	$1.31K
Jul 30, 2024	Oliver Robin Leigh	President, COO	Buy	$1.30K
May 24, 2024	Zernick Thomas Gerard	CEO	Buy	$2.33K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	4	-
2024 Q2	2	-
2024 Q1	1	-
2023 Q4	16	-

BAFN Ownership FAQ

Who Owns BayFirst Financial?

BayFirst Financial shareholders are primarily institutional investors at 14.66%, followed by 15.16% insiders and 70.18% retail investors. The average institutional ownership in BayFirst Financial's industry, Regional Banks Stocks, is 51.67%, which BayFirst Financial falls below.

Who owns the most shares of BayFirst Financial?

BayFirst Financial’s largest shareholders are Banc funds (150.27K shares, 3.77%), First manhattan co. llc. (139.02K shares, 3.48%), and Vanguard group (57.62K shares, 1.44%). Together, they hold 8.69% of BayFirst Financial’s total shares outstanding.

Does Blackrock own BayFirst Financial?

Yes, BlackRock owns 1.23% of BayFirst Financial, totaling 48.95K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 568.76K$. In the last quarter, BlackRock increased its holdings by 293 shares, a 0.60% change.

Who is BayFirst Financial’s biggest shareholder by percentage of total assets invested?

Graham capital wealth management is BayFirst Financial’s biggest shareholder by percentage of total assets invested, with 0.71% of its assets in 45.36K BayFirst Financial shares, valued at 527.02K$.

Who is the top mutual fund holder of BayFirst Financial shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of BayFirst Financial shares, with 1.36% of its total shares outstanding invested in 56.2K BayFirst Financial shares.

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