LPL Financial
BAFN icon

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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

LPL Financial's BAFN Position: Q2 2026 in Review

LPL Financial increased its BayFirst Financial Corp (BAFN) stake by 51% in Q2 2026, buying an estimated $41.6K and bringing the position to 19,321 shares worth $96.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5921.

LPL Financial first reported a position in BAFN in Q2 2024 and has held it in 9 quarters since. The position peaked at $214K in Q1 2025. 14 funds tracked by Wall St. Rank hold BAFN as of Q2 2026.

  • LPL Financial held 19,321 shares of BayFirst Financial Corp worth $96.6K as of Q2 2026.
  • LPL Financial bought 6,500 BayFirst Financial Corp shares in Q2 2026, an estimated $41.6K.
  • BayFirst Financial Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5921 holding.
  • LPL Financial first reported a position in BayFirst Financial Corp in Q2 2024 and has held it in 9 quarters since.
  • LPL Financial's BayFirst Financial Corp position peaked at $214K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.