Stifel Financial
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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
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 $4.68T 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
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
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

Stifel Financial's BAFN Position: Q2 2026 in Review

Stifel Financial increased its BayFirst Financial Corp (BAFN) stake by 18% in Q2 2026, buying an estimated $35.1K and bringing the position to 36,673 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #3533.

Stifel Financial first reported a position in BAFN in Q2 2025 and has held it in 5 quarters since. The position peaked at $198K in Q1 2026. 14 funds tracked by Wall St. Rank hold BAFN as of Q2 2026.

  • Stifel Financial held 36,673 shares of BayFirst Financial Corp worth $183K as of Q2 2026.
  • Stifel Financial bought 5,473 BayFirst Financial Corp shares in Q2 2026, an estimated $35.1K.
  • BayFirst Financial Corp made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3533 holding.
  • Stifel Financial first reported a position in BayFirst Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • Stifel Financial's BayFirst Financial Corp position peaked at $198K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.