Funds holding BAYFIRST FINANCIAL CORP
ISIN US07279B1044 · United States · LEI 549300EG3HIQSTDIRQ72
- Fund holders
- 8
- Of which ETFs
- 1 7 other funds
- Value held
- 1M $
- Share of capital
- 0.7 % of 27M shares on Aug 4, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 110,025 | 550.1K $ | 0.41 % | as of Jun 30, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 40,781 | 203.9K $ | 0.00 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 23,504 | 147.4K $ | 0.00 % | 0.09 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 11,504 | 57.5K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 7,106 | 44.6K $ | 0.03 % | as of May 31, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 5,101 | 32K $ | 0.02 % | as of May 31, 2026 ↗ | |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 952 | 6K $ | 0.00 % | as of May 31, 2026 ↗ | |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 653 | 3.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 8 | 0 | 199,626 | +5.0 % |
| 2026Q2 | 8 | -1 | 190,153 | -2.6 % |
| 2026Q1 | 9 | 0 | 195,206 | +47.1 % |
| 2025Q4 | 9 | 0 | 132,658 | -1.6 % |
| 2025Q3 | 9 | 0 | 134,861 | +1.1 % |
| 2025Q2 | 9 | +1 | 133,362 | +25.4 % |
| 2025Q1 | 8 | +1 | 106,320 | +11.2 % |
| 2024Q4 | 7 | -1 | 95,649 | +1.5 % |
| 2024Q3 | 8 | -1 | 94,205 | -34.1 % |
| 2024Q2 | 9 | 0 | 142,877 | -16.8 % |
| 2024Q1 | 9 | -1 | 171,791 | -5.0 % |
| 2023Q4 | 10 | 180,872 |
Institutional managers
13 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| FIRST MANHATTAN CO. LLC. | 127,926 | 812.3K $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 91,679 | 582.2K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 51,735 | 328.5K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 44,153 | 280.4K $ | as of Mar 31, 2026 |
| SALZHAUER MICHAEL | 34,606 | 219.7K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 31,200 | 198.1K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,790 | 125.7K $ | as of Mar 31, 2026 |
| Tactive Advisors, LLC | 15,460 | 98.2K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 12,911 | 82K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 12,821 | 81.4K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 911 | 5.8K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 343 | 2.2K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 179 | 1.1K $ | as of Mar 31, 2026 |
Declared shareholders of BAYFIRST FINANCIAL CORP
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| LEHMAN KENNETH R | 42.40 % | 11,500,000 | as of Jul 14, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Funds holding BAYFIRST FINANCIAL CORP". https://titelia.com/en/stocks/bayfirst-financial-corp-US07279B1044