J.W. Cole Advisors
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J.W. Cole Advisors’s BayFirst Financial Corp BAFN Stock Holding History

J.W. Cole Advisors’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 		$81.7K Buy
+12,000
New +$81.1K ﹤0.01% 1566

Other funds holding BAFN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cornerstone Wealth Group
Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

J.W. Cole Advisors's BAFN Position: Q3 2026 in Review

J.W. Cole Advisors opened a new position in BayFirst Financial Corp (BAFN) in Q3 2026: 12,000 shares worth $81.7K. The stake represents ﹤0.01% of the portfolio and ranks #1566 among its holdings.

8 funds tracked by Wall St. Rank hold BAFN as of Q3 2026.

  • J.W. Cole Advisors held 12,000 shares of BayFirst Financial Corp worth $81.7K as of Q3 2026.
  • BayFirst Financial Corp was a new J.W. Cole Advisors position in Q3 2026.
  • BayFirst Financial Corp made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q3 2026, its #1566 holding.
  • 8 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.