BAFNNasdaqState Commercial BanksFiscal year ends December 31
BayFirst Financial Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$6.44+0.24 (+3.87%)
Close on Oct 19, 2026
- Market cap
- $26.45M
- P/E (TTM)
- –
- Dividend yield
- 2.48%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
2.2%
1M of 27M shares
Institutional holders
15
3 new, 4 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net bought $0
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| INTERPLUS RE Ltd | 220,000 | 5.40% | 13G (passive) | May 12, 2026 |
| Kenneth R. Lehman | 12,249,535 | 39.40% | 13D (active) amendment | Oct 8, 2026 |
| Lehman Kenneth R | 11,500,000 | 42.40% | 13D (active) | Jul 14, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BAFN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 150,806 | 0.56% | $754.03K | +2,171 | 0.00% |
| First Manhattan Co. LLC. | 132,926 | 0.49% | $664.63K | +5,000 | 0.00% |
| Banc Funds Co LLC | 91,679 | 0.34% | $458.40K | – | 0.08% |
| BlackRock, Inc. | 52,828 | 0.20% | $264.14K | +1,093 | 0.00% |
| Geode Capital Management, LLC | 38,775 | 0.14% | $193.93K | −5,378 | 0.00% |
| Stifel Financial Corp | 36,673 | 0.14% | $183.37K | +5,473 | 0.00% |
| Modern Wealth Management, LLC | 27,661 | 0.10% | $138.31K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 22,215 | 0.08% | $111.08K | +1,049 | 0.00% |
| LPL Financial LLC | 19,321 | 0.07% | $96.61K | +6,500 | 0.00% |
| Renaissance Technologies LLC | 15,600 | 0.06% | $78.00K | New | 0.00% |
| Citadel Advisors LLC | 13,091 | 0.05% | $65.46K | +180 | 0.00% |
| Vanguard Global Advisers, LLC | 1,412 | 0.01% | $7.06K | – | 0.00% |
| Jones Financial Companies Lllp | 343 | 0.00% | $1.71K | – | 0.00% |
| Morgan Stanley | 179 | 0.00% | $896 | – | 0.00% |
| Barclays PLC | 16 | 0.00% | $80 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 1M | 2.2% | 3 / 7 | 1 / 4 | 0M | 0M |
| Q1 2026 | 16 | 1M | 2.3% | 6 / 4 | 1 / 4 | 0M | 0M |
| Q4 2025 | 15 | 1M | 2.3% | 1 / 5 | 6 / 0 | 0M | 0M |
| Q3 2025 | 14 | 1M | 2.4% | 1 / 9 | 3 / 2 | 0M | 0M |
| Q2 2025 | 15 | 1M | 2.1% | 3 / 4 | 6 / 1 | 0M | 0M |
| Q1 2025 | 13 | 1M | 2.1% | 2 / 6 | 3 / 1 | 0M | 0M |
| Q4 2024 | 12 | 1M | 2.0% | 2 / 3 | 1 / 3 | 0M | 0M |
| Q3 2024 | 13 | 1M | 2.2% | 2 / 1 | 4 / 3 | 0M | 0M |
| Q2 2024 | 15 | 1M | 2.4% | 3 / 2 | 6 / 2 | 0M | 0M |
| Q1 2024 | 14 | 1M | 2.8% | 1 / 6 | 3 / 0 | 0M | 0M |
| Q4 2023 | 13 | 1M | 2.6% | 1 / 6 | 3 / 3 | 0M | 0M |
| Q3 2023 | 15 | 1M | 2.6% | 2 / 5 | 2 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BAFN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 110,025 | 0.41% | $550.13K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 40,781 | 0.15% | $203.91K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 23,504 | 0.09% | $147.37K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 11,504 | 0.04% | $57.52K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 7,106 | 0.03% | $44.55K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 5,101 | 0.02% | $31.98K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 952 | 0.00% | $5.97K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 653 | 0.00% | $3.27K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robin Leigh Oliver | COO, Director | 12,139 | 0.05% | Sep 9, 2026 |
| Alfred Tate Rogers Jr | CEO & President, Director | 1,142,800 | 4.24% | Aug 7, 2026 |
| Scott Joseph McKim | EVP, Chief Financial Officer | 3,325 | 0.01% | Sep 9, 2026 |
| Rhonda S. Tudor | SVP, Chief Accounting Officer | 1,796 | 0.01% | Mar 9, 2026 |
| Andrew Pardo Wright | Director | 428,550 | 1.59% | Sep 29, 2026 |
| Joe Taggart | Director | 142,850 | 0.53% | Sep 24, 2026 |
| William Sultenfuss | Director | 1,314,220 | 4.87% | Sep 24, 2026 |
| Will Conroy | Director | 71,425 | 0.26% | Sep 24, 2026 |
| Kenneth R. Lehman | Director, 10% owner | 11,428,000 | 42.38% | Sep 24, 2026 |
| Christos Politis | Director | 43,612 | 0.16% | Sep 1, 2026 |
| Anthony Saravanos | Director | 57,022 | 0.21% | Sep 1, 2026 |
| Dennis Reppard Deloach III | Director | 35,740 | 0.13% | Sep 1, 2026 |
| Bradly William Spoor | Director | 24,882 | 0.09% | Sep 1, 2026 |
| Derek Steven Berset | Director | 70,233 | 0.26% | May 18, 2026 |
| Anthony N. Leo | Director | 36,825 | 0.14% | May 18, 2026 |
| Sheryl WuDunn | Director | 6,237 | 0.02% | May 18, 2026 |
| Mark S. Berset | Director | 286,322 | 1.06% | May 18, 2026 |
| Barbara J. Zipperian | Director | 4,985 | 0.02% | May 18, 2026 |
| Alexander Octavius Harris | Director | 6,657 | 0.02% | May 18, 2026 |
| Thomas Gerard Zernick | Director | 20,463 | 0.08% | May 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robin Leigh Oliver COO, Director | Sep 4, 2026 | Other | +47.55 | $6.31 | $300 | 12,139 |
| Scott Joseph McKim EVP, Chief Financial Officer | Sep 4, 2026 | Other | +47.55 | $6.31 | $300 | 3,325 |
| Alfred Tate Rogers Jr CEO & President, Director | Jul 14, 2026 | Sale | +691,394 | – | – | 691,394 |
| Alfred Tate Rogers Jr CEO & President, Director | Jul 14, 2026 | Sale | +148,564 | – | – | 148,564 |
| Alfred Tate Rogers Jr CEO & President, Director | Jul 14, 2026 | Sale | +279,986 | – | – | 279,986 |
| Alfred Tate Rogers Jr CEO & President, Director | Jul 14, 2026 | Sale | +22,856 | – | – | 22,856 |
| Mark S. Berset Director | May 15, 2026 | Tax withholding | −99 | $6.49 | $643 | 214,811 |
| Anthony N. Leo Director | May 15, 2026 | Tax withholding | −138 | $6.49 | $896 | 36,825 |
| Derek Steven Berset Director | May 15, 2026 | Tax withholding | −99 | $6.49 | $643 | 70,233 |
| Sheryl WuDunn Director | May 15, 2026 | Tax withholding | −99 | $6.49 | $643 | 6,237 |
| Christos Politis Director | May 15, 2026 | Tax withholding | −99 | $6.49 | $643 | 43,612 |
| Barbara J. Zipperian Director | May 15, 2026 | Tax withholding | −99 | $6.49 | $643 | 4,985 |
| Dennis Reppard Deloach III Director | May 15, 2026 | Tax withholding | −99 | $6.49 | $643 | 35,740 |
| Anthony Saravanos Director | May 15, 2026 | Tax withholding | −138 | $6.49 | $896 | 57,022 |
| Alexander Octavius Harris Director | May 15, 2026 | Tax withholding | −99 | $6.49 | $643 | 6,657 |
| Bradly William Spoor Director | May 15, 2026 | Tax withholding | −99 | $6.49 | $643 | 2,954 |
| Robin Leigh Oliver President, COO, Director | May 7, 2026 | Other | +45.37 | $6.61 | $300 | 12,091 |
| Scott Joseph McKim EVP, Chief Financial Officer | May 7, 2026 | Other | +45.37 | $6.61 | $300 | 3,278 |
| Thomas Gerard Zernick Director | May 7, 2026 | Other | +226.83 | $6.61 | $1.50K | 20,463 |
| Anthony N. Leo Director | Feb 19, 2026 | Other | −0.22 | $6.64 | $1 | 0 |
| Robin Leigh Oliver President, COO, Director | Feb 19, 2026 | Other | −0.17 | $6.64 | $1 | 0 |
| Scott Joseph McKim EVP, Chief Financial Officer | Feb 19, 2026 | Other | −0.83 | $6.64 | $6 | 0 |
| Thomas Gerard Zernick Director | Feb 19, 2026 | Other | −0.22 | $6.64 | $1 | 0 |
| Scott Joseph McKim EVP, Chief Financial Officer | Feb 5, 2026 | Other | +49.83 | $6.02 | $300 | 3,306 |
| Rhonda S. Tudor SVP, Chief Accounting Officer | Feb 5, 2026 | Other | +16.61 | $6.02 | $100 | 1,531 |
| Thomas Gerard Zernick CEO, Director | Feb 5, 2026 | Other | +249.13 | $6.02 | $1.50K | 19,455 |
| Robin Leigh Oliver President, COO, Director | Feb 5, 2026 | Other | +49.83 | $6.02 | $300 | 11,587 |
| Scott Joseph McKim EVP, Chief Financial Officer | Feb 3, 2026 | Tax withholding | −89 | $6.65 | $592 | 3,217 |
| Thomas Gerard Zernick CEO, Director | Feb 3, 2026 | Tax withholding | −890 | $6.65 | $5.92K | 18,565 |
| Robin Leigh Oliver President, COO, Director | Feb 3, 2026 | Tax withholding | −134 | $6.65 | $891 | 11,453 |
| Robin Leigh Oliver President, COO, Director | Jan 27, 2026 | Tax withholding | −119 | $6.74 | $802 | 10,962 |
| Robin Leigh Oliver President, COO, Director | Jan 26, 2026 | Tax withholding | −119 | $6.82 | $812 | 11,200 |
| Robin Leigh Oliver President, COO, Director | Jan 26, 2026 | Tax withholding | −119 | $6.82 | $812 | 11,081 |
| Scott Joseph McKim EVP, Chief Financial Officer | Jan 23, 2026 | Tax withholding | −75 | $6.70 | $503 | 3,142 |
| Robin Leigh Oliver President, COO, Director | Jan 23, 2026 | Tax withholding | −134 | $6.70 | $898 | 11,319 |
| Thomas Gerard Zernick CEO, Director | Nov 13, 2025 | Other | +202.02 | $7.43 | $1.50K | 19,206 |
| Scott Joseph McKim EVP, Chief Financial Officer | Nov 13, 2025 | Other | +40.4 | $7.43 | $300 | 3,256 |
| Rhonda S. Tudor SVP, Chief Accounting Officer | Nov 13, 2025 | Other | +40.4 | $7.43 | $300 | 1,743 |
| Robin Leigh Oliver President, COO, Director | Nov 13, 2025 | Other | +40.4 | $7.43 | $300 | 11,537 |
| Rhonda S. Tudor SVP, Chief Accounting Officer | Oct 24, 2025 | Tax withholding | −228 | $9.41 | $2.15K | 1,515 |
| Scott Joseph McKim EVP, Chief Financial Officer | Aug 7, 2025 | Other | +27.1 | $11.07 | $300 | 3,216 |
| Rhonda S. Tudor SVP, Chief Accounting Officer | Aug 7, 2025 | Other | +27.1 | $11.07 | $300 | 1,702 |
| Robin Leigh Oliver President, COO, Director | Aug 7, 2025 | Other | +27.1 | $11.07 | $300 | 11,497 |
| Thomas Gerard Zernick CEO, Director | Aug 7, 2025 | Other | +135.5 | $11.07 | $1.50K | 19,004 |
| Barbara J. Zipperian Director | Jun 16, 2025 | Other | +3.36 | $15.02 | $50 | 5,084 |
| Alexander Octavius Harris Director | Jun 16, 2025 | Other | +18.18 | $15.02 | $273 | 6,756 |
| Rhonda S. Tudor SVP, Chief Accounting Officer | Jun 16, 2025 | Other | +1.84 | $15.02 | $28 | 1,675 |
| Bradly William Spoor Director | Jun 16, 2025 | Other | +10.86 | $15.02 | $163 | 21,928 |
| Sheryl WuDunn Director | Jun 16, 2025 | Other | +16.22 | $15.02 | $244 | 6,336 |
| Anthony Saravanos Director | Jun 16, 2025 | Other | +280.2 | $15.02 | $4.21K | 57,160 |
| Derek Steven Berset Director | Jun 16, 2025 | Other | +332.21 | $15.02 | $4.99K | 70,332 |
| Robin Leigh Oliver President, COO, Director | Jun 16, 2025 | Other | +7.08 | $15.02 | $106 | 11,470 |
| Dennis Reppard Deloach III Director | Jun 16, 2025 | Other | +175.5 | $15.02 | $2.64K | 35,839 |
| Scott Joseph McKim EVP, Chief Financial Officer | Jun 16, 2025 | Other | +0.5 | $15.02 | $8 | 3,189 |
| Mark S. Berset Director | Jun 16, 2025 | Other | +0.4 | $15.02 | $6 | 6,596 |
| Mark S. Berset Director | Jun 16, 2025 | Other | +1.49 | $15.02 | $22 | 16,217 |
| Mark S. Berset Director | Jun 16, 2025 | Other | +43.53 | $15.02 | $654 | 214,910 |
| Mark S. Berset Director | Jun 16, 2025 | Other | +3.98 | $15.02 | $60 | 48,697 |
| Thomas Gerard Zernick CEO, Director | Jun 16, 2025 | Other | +38.51 | $15.02 | $578 | 18,868 |
| Mark S. Berset Director | May 30, 2025 | Other | +591.07 | $16.20 | $9.58K | 214,866 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.