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Graham Capital Wealth Management’s BayFirst Financial Corp BAFN Stock Holding History

Graham Capital Wealth 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
2024
Q4 		– Sell
-44,694
Closed -$588K – 74
2024
Q3 		$588K Sell
44,694
-661
-1% -$8.65K 0.6% 33
2024
Q2 		$527K Sell
45,355
-49
-0.1% -$598 0.71% 25
2024
Q1 		$588K Buy
+45,404
New +$574K 1% 20

Other funds holding BAFN

BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Graham Capital Wealth Management's BAFN Position: Q4 2024 in Review

Graham Capital Wealth Management sold out of BayFirst Financial Corp (BAFN) in Q4 2024, closing a stake of 44,694 shares — an estimated $588K sold.

Graham Capital Wealth Management first reported a position in BAFN in Q1 2024 and held it in 3 quarters. The position peaked at $588K in Q1 2024. 12 funds tracked by Wall St. Rank hold BAFN as of Q4 2024.

  • Graham Capital Wealth Management reported no remaining BayFirst Financial Corp position as of Q4 2024 after selling out during the quarter.
  • Graham Capital Wealth Management sold 44,694 BayFirst Financial Corp shares in Q4 2024, an estimated $588K.
  • Graham Capital Wealth Management first reported a position in BayFirst Financial Corp in Q1 2024 and held it in 3 quarters.
  • Graham Capital Wealth Management's BayFirst Financial Corp position peaked at $588K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q4 2024.

Based on Graham Capital Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.