LPL Financial’s BayFirst Financial Corp BAFN Stock Holding History

LPL Financial’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	$132K	Hold	19,321	–	–	﹤0.01%	5961
2026 Q2	$96.6K	Buy	19,321 +6,500	+51%	+$41.6K	﹤0.01%	5921
2026 Q1	$81.4K	Hold	12,821	–	–	﹤0.01%	5712
2025 Q4	$101K	Hold	12,821	–	–	﹤0.01%	5592
2025 Q3	$134K	Hold	12,821	–	–	﹤0.01%	5446
2025 Q2	$179K	Hold	12,821	–	–	﹤0.01%	5130
2025 Q1	$214K	Hold	12,821	–	–	﹤0.01%	4816
2024 Q4	$171K	Hold	12,821	–	–	﹤0.01%	4865
2024 Q3	$169K	Hold	12,821	–	–	﹤0.01%	4774
2024 Q2	$149K	Buy	+12,821	New	+$156K	﹤0.01%	4653

Other funds holding BAFN

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

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

LPL Financial's BAFN Position: Q3 2026 in Review

LPL Financial held its BayFirst Financial Corp (BAFN) position steady in Q3 2026 at 19,321 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #5961.

LPL Financial first reported a position in BAFN in Q2 2024 and has held it in 10 quarters since. The position peaked at $214K in Q1 2025. 15 funds tracked by Wall St. Rank hold BAFN as of Q3 2026.

LPL Financial held 19,321 shares of BayFirst Financial Corp worth $132K as of Q3 2026.
LPL Financial left its BayFirst Financial Corp share count unchanged in Q3 2026.
BayFirst Financial Corp made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5961 holding.
LPL Financial first reported a position in BayFirst Financial Corp in Q2 2024 and has held it in 10 quarters since.
LPL Financial's BayFirst Financial Corp position peaked at $214K in Q1 2025.
15 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.