$BAFN

$6.02 -$0.55 (8.37%) Close

$BAFN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 27.0M shares outstanding

Who owns BAFN?

By type of holder

Institutions 2.2% Insiders 89.3% Everyone else 8.5%

Concentration Top 10 holders own 87.9%

Kenneth R. Lehman 45.2% · Rogers Alfred Tate Jr 29.7%

Institutional ownership

2.2%

-0.0 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

−11.4K

by institutions in Q2 2026

New / sold out

3 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Modern Wealth Management, LLC NEW +27.7K
Renaissance Technologies LLC NEW +15.6K

Biggest sellers in Q2 2026

Salzhauer Michael SOLD OUT −34.6K
Susquehanna International Group, LLP SOLD OUT −19.8K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Bayfirst Financial Corp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

−0.1%

−0.08% a year

Each share's claim on the business

+0.1%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$335K vs $495K

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years81% 1–3 years9% Under 1 year9%

Quarterly turnover

11.5%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting BAFN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VC Vanguard Capital Management LLC	150.8K	0.56%	+2.2K (+1.5%)	2022	0.0%
Shares held by quarter Peak holding150.8K (Q2'26) Change over 8 quarters+150.8K Share of the company0.560% Vanguard Capital Management LLC's full portfolio →
FM First Manhattan Co. LLC.	132.9K	0.49%	+5.0K (+3.9%)	2021	0.0%
Shares held by quarter Peak holding139.0K (Q3'24) Change over 8 quarters−6.1K Share of the company0.490% First Manhattan Co. LLC.'s full portfolio →

Vanguard Capital Management LLC

150.8K

% of company

0.56%

Change vs last qtr

+2.2K (+1.5%)

Held since

2022

First Manhattan Co. LLC.

132.9K

% of company

0.49%

Change vs last qtr

+5.0K (+3.9%)

Held since

2021

17 more super investors behind a free account

See every manager holding Bayfirst Financial Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BAFN on Form N-PORT; together they hold 0.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$550K	110.0K	0.41%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$204K	40.8K	0.15%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$550K

% of company

0.41%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$204K

% of company

0.15%

% of the fund

0.00%

As of

June 30, 2026

6 more funds behind a free account

See every fund holding Bayfirst Financial Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KR Kenneth R. Lehman 5%+ holder 13D · 39.2%	12.2M	45.16%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company45.160% Disclosed stake13D · 39.2% View the 13D/G filing →
RA Rogers Alfred Tate Jr Insider	8.0M	29.67%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company29.670% Rogers Alfred Tate Jr's insider activity →

Kenneth R. Lehman

5%+ holder13D · 39.2%

12.2M

% of company

45.16%

Change vs last qtr

—

Held since

—

Rogers Alfred Tate Jr

Insider

8.0M

% of company

29.67%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Bayfirst Financial Corp.

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