Banc Funds Company’s BayFirst Financial Corp BAFN Stock Holding History

Banc Funds Company’s Portfolio BAFN Stock Details BAFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$458K	Hold	91,679	–	–	0.08%	91
2026 Q1	$582K	Hold	91,679	–	–	0.11%	95
2025 Q4	$720K	Sell	91,679 -78,093	-46%	-$673K	0.14%	95
2025 Q3	$1.78M	Buy	169,772 +44,500	+36%	+$497K	0.31%	83
2025 Q2	$1.75M	Sell	125,272 -25,000	-17%	-$375K	0.27%	88
2025 Q1	$2.51M	Hold	150,272	–	–	0.33%	82
2024 Q4	$2M	Hold	150,272	–	–	0.22%	94
2024 Q3	$1.98M	Hold	150,272	–	–	0.21%	98
2024 Q2	$1.75M	Hold	150,272	–	–	0.21%	106
2024 Q1	$1.95M	Buy	150,272 +11,520	+8%	+$146K	0.22%	105
2023 Q4	$1.81M	Buy	138,752 +5,159	+4%	+$55K	0.18%	111
2023 Q3	$1.5M	Hold	133,593	–	–	0.18%	114
2023 Q2	$1.8M	Hold	133,593	–	–	0.21%	112
2023 Q1	$2.08M	Hold	133,593	–	–	0.22%	113
2022 Q4	$2.23M	Hold	133,593	–	–	0.2%	113
2022 Q3	$2.21M	Hold	133,593	–	–	0.2%	117
2022 Q2	$2.33M	Hold	133,593	–	–	0.21%	117
2022 Q1	$3.08M	Hold	133,593	–	–	0.24%	117
2021 Q4	$3.04M	Buy	+133,593	New	+$3.15M	0.23%	126

Other funds holding BAFN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Banc Funds Company's BAFN Position: Q2 2026 in Review

Banc Funds Company held its BayFirst Financial Corp (BAFN) position steady in Q2 2026 at 91,679 shares worth $458K. The position accounts for 0.08% of the portfolio, ranked #91.

Banc Funds Company first reported a position in BAFN in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.08M in Q1 2022. 14 funds tracked by Wall St. Rank hold BAFN as of Q2 2026.

Banc Funds Company held 91,679 shares of BayFirst Financial Corp worth $458K as of Q2 2026.
Banc Funds Company left its BayFirst Financial Corp share count unchanged in Q2 2026.
BayFirst Financial Corp made up 0.08% of Banc Funds Company's portfolio in Q2 2026, its #91 holding.
Banc Funds Company first reported a position in BayFirst Financial Corp in Q4 2021 and has held it in 19 quarters since.
Banc Funds Company's BayFirst Financial Corp position peaked at $3.08M in Q1 2022.
14 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q2 2026.

Based on Banc Funds Company's 13F filing for Q2 2026, filed 13 Aug 2026.