First Manhattan’s BayFirst Financial Corp BAFN Stock Holding History

First Manhattan’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	$665K	Buy	132,926 +5,000	+4%	+$32K	﹤0.01%	517
2026 Q1	$812K	Hold	127,926	–	–	﹤0.01%	473
2025 Q4	$1M	Hold	127,926	–	–	﹤0.01%	440
2025 Q3	$1.34M	Buy	127,926 +2,670	+2%	+$29.8K	﹤0.01%	386
2025 Q2	$1.75M	Sell	125,256 -197	-0.2%	-$2.95K	0.01%	341
2025 Q1	$2.1M	Sell	125,453 -13,562	-10%	-$227K	0.01%	298
2024 Q4	$1.85M	Hold	139,015	–	–	0.01%	309
2024 Q3	$1.83M	Hold	139,015	–	–	0.01%	305
2024 Q2	$1.62M	Hold	139,015	–	–	0.01%	313
2024 Q1	$1.8M	Hold	139,015	–	–	0.01%	305
2023 Q4	$1.81M	Buy	139,015 +100	+0.1%	+$1.07K	0.01%	311
2023 Q3	$1.56M	Hold	138,915	–	–	0.01%	335
2023 Q2	$1.88M	Buy	138,915 +200	+0.1%	+$2.85K	0.01%	314
2023 Q1	$2.15M	Sell	138,715 -7,250	-5%	-$130K	0.01%	310
2022 Q4	$2.44M	Hold	145,965	–	–	0.01%	311
2022 Q3	$2.42M	Hold	145,965	–	–	0.01%	297
2022 Q2	$2.54M	Buy	145,965 +12,678	+10%	+$239K	0.01%	304
2022 Q1	$3.07M	Buy	133,287 +123,600	+1,276%	+$2.75M	0.01%	309
2021 Q4	$220K	Buy	+9,687	New	+$228K	﹤0.01%	723

Other funds holding BAFN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

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 40.89% 1-Year Est. Return

First Manhattan's BAFN Position: Q2 2026 in Review

First Manhattan increased its BayFirst Financial Corp (BAFN) stake by 3.9% in Q2 2026, buying an estimated $32K and bringing the position to 132,926 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

First Manhattan first reported a position in BAFN in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.07M in Q1 2022. 15 funds tracked by Wall St. Rank hold BAFN as of Q2 2026.

First Manhattan held 132,926 shares of BayFirst Financial Corp worth $665K as of Q2 2026.
First Manhattan bought 5,000 BayFirst Financial Corp shares in Q2 2026, an estimated $32K.
BayFirst Financial Corp made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #517 holding.
First Manhattan first reported a position in BayFirst Financial Corp in Q4 2021 and has held it in 19 quarters since.
First Manhattan's BayFirst Financial Corp position peaked at $3.07M in Q1 2022.
15 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.