undamentalytics Newsletter

Bayfirst Financial Corp.: which funds bought and sold

Institutions that bought and sold Bayfirst Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 10 institutions that filed 13F reports for both quarters added to or opened positions in Bayfirst Financial, and 5 cut or closed them. Together they sold a net 11K shares, −1.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 21K shares (+14.8%); index fund managers were net sellers of 1,065 shares (−0.4%). 3 opened a new position and 4 sold out entirely.

Bought, Q2 2026 10 institutions, 3 of them new holders Sold, Q2 2026 5 institutions, 4 of them sold out
Net change, all compared −11K shares (−1.9%)
Net change, active managers +21K shares (+14.8%), 3 bought, 0 sold

Buyers versus sellers

institutions compared, 19
Active managers and hedge funds 3 bought · 0 sold · +21K
Index fund managers 3 bought · 1 sold · −1,065
Other institutions 4 bought · 4 sold · −31K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Modern Wealth Management, LLC +28K New position 28K $138,305
Renaissance Technologies LLC Hedge fund +16K New position 16K $78,000
LPL Financial LLC +6,500 +50.7% 19K $96,605
Stifel Financial Corp +5,473 +17.5% 37K $183,365
First Manhattan Co. Llc. Active manager +5,000 +3.9% 133K $664,630
Vanguard Capital Management LLC Index funds +2,171 +1.5% 151K $754,030
Blackrock, Inc. Index funds +1,093 +2.1% 53K $264,140
Vanguard Fiduciary Trust Co Index funds +1,049 +5.0% 22K $111,075
Citadel Advisors LLC Hedge fund +180 +1.4% 13K $65,455
Barclays PLC +16 New position 16 $80

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Salzhauer Michael −35K Sold out 0 —
Susquehanna International Group, LLP −20K Sold out 0 —
Tactive Advisors, LLC −15K Sold out 0 —
Geode Capital Management, LLC Index funds −5,378 −12.2% 39K $193,929
Tower Research Capital LLC (TRC) −911 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Modern Wealth Management, LLC 28K $138,305
Renaissance Technologies LLCHedge fund 16K $78,000
Barclays PLC 16 $80

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Salzhauer Michael 35K $219,748
Susquehanna International Group, LLP 20K $125,667
Tactive Advisors, LLC 15K $98,171
Tower Research Capital LLC (TRC) 911 $5,785

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
15
Ten largest holders
97.5%
of 13F-reported shares
Index fund managers
43.8%
of 13F-reported shares
Active managers and hedge funds
26.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 3 0 1 0 +21K +14.8%
Index fund managers 3 1 0 0 −1,065 −0.4%
Other institutions 4 4 2 4 −31K −14.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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