Creative Planning
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Creative Planning’s BayFirst Financial Corp BAFN Stock Holding History

Creative Planning’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
2023
Q4 		– Sell
-15,568
Closed -$175K – 2778
2023
Q3 		$175K Hold
15,568
– – ﹤0.01% 2280
2023
Q2 		$210K Hold
15,568
– – ﹤0.01% 2179
2023
Q1 		$242K Hold
15,568
– – ﹤0.01% 1977
2022
Q4 		$260K Sell
15,568
-269
-2% -$4.45K ﹤0.01% 1818
2022
Q3 		$262K Hold
15,837
– – ﹤0.01% 1734
2022
Q2 		$276K Hold
15,837
– – ﹤0.01% 1669
2022
Q1 		$365K Buy
+15,837
New +$353K ﹤0.01% 1507

Other funds holding BAFN

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's BAFN Position: Q4 2023 in Review

Creative Planning sold out of BayFirst Financial Corp (BAFN) in Q4 2023, closing a stake of 15,568 shares — an estimated $175K sold.

Creative Planning first reported a position in BAFN in Q1 2022 and held it in 7 quarters. The position peaked at $365K in Q1 2022. 13 funds tracked by Wall St. Rank hold BAFN as of Q4 2023.

  • Creative Planning reported no remaining BayFirst Financial Corp position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 15,568 BayFirst Financial Corp shares in Q4 2023, an estimated $175K.
  • Creative Planning first reported a position in BayFirst Financial Corp in Q1 2022 and held it in 7 quarters.
  • Creative Planning's BayFirst Financial Corp position peaked at $365K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.