Cornerstone Wealth Group
BAFN icon

Cornerstone Wealth Group’s BayFirst Financial Corp BAFN Stock Holding History

Cornerstone Wealth Group’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
Q3 		$973K Buy
+142,850
New +$965K 0.06% 183

Other funds holding BAFN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

Cornerstone Wealth Group's BAFN Position: Q3 2026 in Review

Cornerstone Wealth Group opened a new position in BayFirst Financial Corp (BAFN) in Q3 2026: 142,850 shares worth $973K. The stake represents 0.06% of the portfolio and ranks #183 among its holdings.

8 funds tracked by Wall St. Rank hold BAFN as of Q3 2026.

  • Cornerstone Wealth Group held 142,850 shares of BayFirst Financial Corp worth $973K as of Q3 2026.
  • BayFirst Financial Corp was a new Cornerstone Wealth Group position in Q3 2026.
  • BayFirst Financial Corp made up 0.06% of Cornerstone Wealth Group's portfolio in Q3 2026, its #183 holding.
  • 8 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.