UBS Group
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UBS Group’s BayFirst Financial Corp BAFN Stock Holding History

UBS Group’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
Q1 		– Sell
-149
Closed -$1.17K – 10480
2025
Q4 		$1.17K Sell
149
-10,393
-99% -$89.6K ﹤0.01% 9673
2025
Q3 		$110K Sell
10,542
-6,420
-38% -$71.7K ﹤0.01% 7049
2025
Q2 		$237K Buy
16,962
+12,687
+297% +$190K ﹤0.01% 6607
2025
Q1 		$71.5K Buy
4,275
+4,131
+2,869% +$69K ﹤0.01% 7311
2024
Q4 		$1.92K Buy
+144
New +$1.91K ﹤0.01% 9143
2023
Q4 		– Sell
-138
Closed -$1.55K – 9298
2023
Q3 		$1.55K Buy
138
+64
+86% +$860 ﹤0.01% 7897
2023
Q2 		$999 Buy
+74
New +$1.05K ﹤0.01% 8043
2023
Q1 		– Sell
-1,644
Closed -$27.5K – 9595
2022
Q4 		$27.5K Buy
1,644
+1,096
+200% +$18.1K ﹤0.01% 7333
2022
Q3 		$9K Sell
548
-391
-42% -$7.21K ﹤0.01% 8559
2022
Q2 		$16K Buy
+939
New +$17.7K ﹤0.01% 7172
2022
Q1 		– Sell
-432
Closed -$10K – 10236
2021
Q4 		$10K Buy
+432
New +$10.2K ﹤0.01% 8757

Other funds holding BAFN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
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
SM
Salzhauer Michael $292M AUM 30% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

UBS Group's BAFN Position: Q1 2026 in Review

UBS Group sold out of BayFirst Financial Corp (BAFN) in Q1 2026, closing a stake of 149 shares — an estimated $1.17K sold.

UBS Group first reported a position in BAFN in Q4 2021 and held it in 11 quarters. The position peaked at $237K in Q2 2025. 16 funds tracked by Wall St. Rank hold BAFN as of Q1 2026.

  • UBS Group reported no remaining BayFirst Financial Corp position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 149 BayFirst Financial Corp shares in Q1 2026, an estimated $1.17K.
  • UBS Group first reported a position in BayFirst Financial Corp in Q4 2021 and held it in 11 quarters.
  • UBS Group's BayFirst Financial Corp position peaked at $237K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held BayFirst Financial Corp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.