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Modern Wealth Management’s BayFirst Financial Corp BAFN Stock Holding History

Modern 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
2026
Q2 		$138K Buy
+27,661
New +$177K ﹤0.01% 1061

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Modern Wealth Management's BAFN Position: Q2 2026 in Review

Modern Wealth Management opened a new position in BayFirst Financial Corp (BAFN) in Q2 2026: 27,661 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

14 funds tracked by Wall St. Rank hold BAFN as of Q2 2026.

  • Modern Wealth Management held 27,661 shares of BayFirst Financial Corp worth $138K as of Q2 2026.
  • BayFirst Financial Corp was a new Modern Wealth Management position in Q2 2026.
  • BayFirst Financial Corp made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1061 holding.
  • 14 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.