Stifel Financial
BAFN icon

Stifel Financial’s BayFirst Financial Corp BAFN Stock Holding History

Stifel 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 		$211K Sell
31,000
-5,673
-15% -$38.3K ﹤0.01% 3503
2026
Q2 		$183K Buy
36,673
+5,473
+18% +$35.1K ﹤0.01% 3533
2026
Q1 		$198K Buy
31,200
+8,000
+34% +$52.6K ﹤0.01% 3442
2025
Q4 		$182K Buy
23,200
+7,369
+47% +$63.5K ﹤0.01% 3401
2025
Q3 		$166K Buy
15,831
+3,000
+23% +$33.5K ﹤0.01% 3381
2025
Q2 		$180K Buy
+12,831
New +$192K ﹤0.01% 3278

Other funds holding BAFN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Cornerstone Wealth Group
Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Angel Oak Capital Advisors
Angel Oak Capital Advisors Atlanta, Georgia $73.3M AUM 2.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Stifel Financial's BAFN Position: Q3 2026 in Review

Stifel Financial reduced its BayFirst Financial Corp (BAFN) stake by 15% in Q3 2026, selling an estimated $38.3K and leaving 31,000 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #3503.

Stifel Financial first reported a position in BAFN in Q2 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold BAFN as of Q3 2026.

  • Stifel Financial held 31,000 shares of BayFirst Financial Corp worth $211K as of Q3 2026.
  • Stifel Financial sold 5,673 BayFirst Financial Corp shares in Q3 2026, an estimated $38.3K.
  • BayFirst Financial Corp made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #3503 holding.
  • Stifel Financial first reported a position in BayFirst Financial Corp in Q2 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.