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 Q3	$1.92M	Buy	280,983 +242,208	+625%	+$1.64M	﹤0.01%	3182
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 Malvern, Pennsylvania $4.76T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Angel Oak Capital Advisors Atlanta, Georgia $73.3M AUM 2.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management's BAFN Position: Q3 2026 in Review

Geode Capital Management increased its BayFirst Financial Corp (BAFN) stake by 625% in Q3 2026, buying an estimated $1.64M and bringing the position to 280,983 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

Geode Capital Management first reported a position in BAFN in Q2 2022 and has held it in 18 quarters since. 15 funds tracked by Wall St. Rank hold BAFN as of Q3 2026.

Geode Capital Management held 280,983 shares of BayFirst Financial Corp worth $1.92M as of Q3 2026.
Geode Capital Management bought 242,208 BayFirst Financial Corp shares in Q3 2026, an estimated $1.64M.
BayFirst Financial Corp made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #3182 holding.
Geode Capital Management first reported a position in BayFirst Financial Corp in Q2 2022 and has held it in 18 quarters since.
15 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.