New Positions
0 managers initiated
Top five by reported value
No new institutional positions this quarter.
Bayfirst Financial Corp NASDAQ NMS - GLOBAL MARKET:BAFN
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
0 new5 added9 reduced0 exited
Total Institutional Holders
14
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$1.3M
Largest QoQ Increase
VANGUARD GROUP INC
+64,222 sh
Largest QoQ Decrease
BANC FUNDS CO LLC
-78,093 sh
Added To(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 171,213 | +64,222 | $1.3M | +$224.9K | 60.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 39,684 | +333 | $311.6K | -$100.1K | 0.8% |
| STIFEL FINANCIAL CORP | 23,200 | +7,369 | $182.1K | +$16.5K | 46.5% |
| Tower Research Capital LLC (TRC) | 769 | +233 | $6.0K | +$430 | 43.5% |
| BANK OF AMERICA CORP /DE/ | 4 | +1 | $31 | $0 | 33.3% |
Reduced(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BANC FUNDS CO LLC | 91,679 | -78,093 | $719.7K | -$1.1M | -46.0% |
| FIRST MANHATTAN CO | 127,926 | 0 | $1.0M | -$333.9K | 0.0% |
| SALZHAUER MICHAEL | 53,906 | -14,970 | $423.2K | -$297.3K | -21.7% |
| BlackRock, Inc. | 49,364 | -972 | $387.5K | -$139.0K | -1.9% |
| UBS Group AG | 149 | -10,393 | $1.2K | -$109.1K | -98.6% |
| NORTHERN TRUST CORP | 33,898 | -274 | $266.1K | -$91.3K | -0.8% |
| LPL Financial LLC | 12,821 | 0 | $100.6K | -$33.5K | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 343 | -53 | $2.7K | -$831 | -13.4% |
| MORGAN STANLEY | 179 | 0 | $1.4K | -$471 | 0.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 171,213 | $1.3M | +64,222 | 60.0% |
| FIRST MANHATTAN CO | 127,926 | $1.0M | 0 | 0.0% |
| BANC FUNDS CO LLC | 91,679 | $719.7K | -78,093 | -46.0% |
| SALZHAUER MICHAEL | 53,906 | $423.2K | -14,970 | -21.7% |
| BlackRock, Inc. | 49,364 | $387.5K | -972 | -1.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 39,684 | $311.6K | +333 | 0.8% |
| NORTHERN TRUST CORP | 33,898 | $266.1K | -274 | -0.8% |
| STIFEL FINANCIAL CORP | 23,200 | $182.1K | +7,369 | 46.5% |
| LPL Financial LLC | 12,821 | $100.6K | 0 | 0.0% |
| Tower Research Capital LLC (TRC) | 769 | $6.0K | +233 | 43.5% |
| JONES FINANCIAL COMPANIES LLLP | 343 | $2.7K | -53 | -13.4% |
| MORGAN STANLEY | 179 | $1.4K | 0 | 0.0% |
| UBS Group AG | 149 | $1.2K | -10,393 | -98.6% |
| BANK OF AMERICA CORP /DE/ | 4 | $31 | +1 | 33.3% |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for BAFN against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.