Geode Capital Management
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Geode Capital Management’s BayFirst Financial Corp BAFN Stock Holding History

Geode Capital Management’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 		$194K Sell
38,775
-5,378
-12% -$34.4K ﹤0.01% 3928
2026
Q1 		$280K Buy
44,153
+4,469
+11% +$29.4K ﹤0.01% 3808
2025
Q4 		$312K Buy
39,684
+333
+0.8% +$2.87K ﹤0.01% 3758
2025
Q3 		$412K Buy
39,351
+471
+1% +$5.26K ﹤0.01% 3697
2025
Q2 		$544K Buy
38,880
+380
+1% +$5.7K ﹤0.01% 3529
2025
Q1 		$644K Buy
38,500
+2,399
+7% +$40.1K ﹤0.01% 3453
2024
Q4 		$474K Hold
36,101
– – ﹤0.01% 3615
2024
Q3 		$475K Buy
36,101
+2,490
+7% +$32.6K ﹤0.01% 3594
2024
Q2 		$391K Buy
33,611
+2,403
+8% +$29.3K ﹤0.01% 3662
2024
Q1 		$404K Buy
31,208
+1,228
+4% +$15.5K ﹤0.01% 3689
2023
Q4 		$388K Hold
29,980
– – ﹤0.01% 3711
2023
Q3 		$334K Buy
29,980
+5,239
+21% +$70.4K ﹤0.01% 3769
2023
Q2 		$334K Hold
24,741
– – ﹤0.01% 3808
2023
Q1 		$384K Hold
24,741
– – ﹤0.01% 3750
2022
Q4 		$413K Buy
24,741
+256
+1% +$4.24K ﹤0.01% 3753
2022
Q3 		$405K Buy
24,485
+13,248
+118% +$244K ﹤0.01% 3834
2022
Q2 		$212K Buy
+11,237
New +$211K ﹤0.01% 4223

Other funds holding BAFN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Stifel Financial
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
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Geode Capital Management's BAFN Position: Q2 2026 in Review

Geode Capital Management reduced its BayFirst Financial Corp (BAFN) stake by 12% in Q2 2026, selling an estimated $34.4K and leaving 38,775 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

Geode Capital Management first reported a position in BAFN in Q2 2022 and has held it in 17 quarters since. The position peaked at $644K in Q1 2025. 14 funds tracked by Wall St. Rank hold BAFN as of Q2 2026.

  • Geode Capital Management held 38,775 shares of BayFirst Financial Corp worth $194K as of Q2 2026.
  • Geode Capital Management sold 5,378 BayFirst Financial Corp shares in Q2 2026, an estimated $34.4K.
  • BayFirst Financial Corp made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3928 holding.
  • Geode Capital Management first reported a position in BayFirst Financial Corp in Q2 2022 and has held it in 17 quarters since.
  • Geode Capital Management's BayFirst Financial Corp position peaked at $644K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.