As of the latest SEC filings, BayFirst Financial Corp. (BAFN) is held by 9 institutional funds. The largest fund shareholder is Angel Oak Financial Strategies Income Term Trust (FINS), holding an estimated $985,405.44 in market value, representing 0.22% of its portfolio.
Funds holding BayFirst Financial Corp. (BAFN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BAFN
- CIK:
- 0001649739
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FINS
Angel Oak Financial Strategies Income Term Trust
|
CEF | Independent / Boutique | 0.22% | $985,405.44 | 1,022,500 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $698,658.75 | 110,025 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $245,173.50 | 38,610 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $127,838.82 | 19,311 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.00% | $53,308.25 | 8,395 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $47,041.72 | 7,106 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $33,768.62 | 5,101 | Feb 28, 2026 | Apr 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $6,302.24 | 952 | Feb 28, 2026 | Apr 24, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $4,146.55 | 653 | Mar 31, 2026 | May 26, 2026 |
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