13F QoQ Ownership Changes
BAFN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 5 added · 9 reduced · 0 exited
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. LLC. | 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% |