JY
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Jeff Yass’s BayFirst Financial Corp BAFN Stock Holding History

Jeff Yass’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 		– Sell
-19,790
Closed -$126K – 13365
2026
Q1 		$126K Buy
+19,790
New +$130K ﹤0.01% 12181
2025
Q3 		– Sell
-14,659
Closed -$205K – 12368
2025
Q2 		$205K Buy
+14,659
New +$220K ﹤0.01% 11161
2024
Q3 		– Sell
-14,051
Closed -$163K – 11953
2024
Q2 		$163K Buy
+14,051
New +$171K ﹤0.01% 10603

Other funds holding BAFN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Jeff Yass's BAFN Position: Q2 2026 in Review

Jeff Yass sold out of BayFirst Financial Corp (BAFN) in Q2 2026, closing a stake of 19,790 shares — an estimated $126K sold.

Jeff Yass first reported a position in BAFN in Q2 2024 and held it in 3 quarters. The position peaked at $205K in Q2 2025. 15 funds tracked by Wall St. Rank hold BAFN as of Q2 2026.

  • Jeff Yass reported no remaining BayFirst Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 19,790 BayFirst Financial Corp shares in Q2 2026, an estimated $126K.
  • Jeff Yass first reported a position in BayFirst Financial Corp in Q2 2024 and held it in 3 quarters.
  • Jeff Yass's BayFirst Financial Corp position peaked at $205K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.