Salzhauer Michael’s BayFirst Financial Corp BAFN Stock Holding History

Salzhauer Michael’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	-34,606	Closed	-$220K	–	90
2026 Q1	$220K	Sell	34,606 -19,300	-36%	-$127K	0.1%	71
2025 Q4	$423K	Sell	53,906 -14,970	-22%	-$129K	0.17%	65
2025 Q3	$720K	Buy	68,876 +26,445	+62%	+$295K	0.35%	41
2025 Q2	$594K	Sell	42,431 -2,501	-6%	-$37.5K	0.35%	46
2025 Q1	$752K	Sell	44,932 -10,145	-18%	-$169K	0.46%	42
2024 Q4	$733K	Hold	55,077	–	–	0.37%	47
2024 Q3	$724K	Hold	55,077	–	–	0.44%	44
2024 Q2	$640K	Hold	55,077	–	–	0.5%	42
2024 Q1	$713K	Hold	55,077	–	–	0.54%	37
2023 Q4	$718K	Hold	55,077	–	–	0.61%	34
2023 Q3	$618K	Hold	55,077	–	–	0.66%	35
2023 Q2	$744K	Hold	55,077	–	–	0.78%	24
2023 Q1	$855K	Hold	55,077	–	–	0.75%	31
2022 Q4	$921K	Hold	55,077	–	–	0.54%	39
2022 Q3	$912K	Hold	55,077	–	–	0.56%	35
2022 Q2	$958K	Hold	55,077	–	–	0.57%	34
2022 Q1	$1.27M	Hold	55,077	–	–	0.56%	29
2021 Q4	$1.25M	Buy	+55,077	New	+$1.3M	0.48%	34

Other funds holding BAFN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Malvern, Pennsylvania $454B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Salzhauer Michael's BAFN Position: Q2 2026 in Review

Salzhauer Michael sold out of BayFirst Financial Corp (BAFN) in Q2 2026, closing a stake of 34,606 shares — an estimated $220K sold.

Salzhauer Michael first reported a position in BAFN in Q4 2021 and held it in 18 quarters. The position peaked at $1.27M in Q1 2022. 14 funds tracked by Wall St. Rank hold BAFN as of Q2 2026.

Salzhauer Michael reported no remaining BayFirst Financial Corp position as of Q2 2026 after selling out during the quarter.
Salzhauer Michael sold 34,606 BayFirst Financial Corp shares in Q2 2026, an estimated $220K.
Salzhauer Michael first reported a position in BayFirst Financial Corp in Q4 2021 and held it in 18 quarters.
Salzhauer Michael's BayFirst Financial Corp position peaked at $1.27M in Q1 2022.
14 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q2 2026.

Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.