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Bayfirst Financial Corp shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Bayfirst Financial Corp (BAFN) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Bayfirst Financial Corp

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All positions including Bayfirst Financial Corp held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bayfirst Financial Corp by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $138k 28k 5.00

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust St Str P500etf (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Microsoft Corporation (MSFT)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Modern Wealth Management

Top funds holding Bayfirst Financial Corp

Vanguard Capital Management
First Manhattan
Banc Funds Company
BlackRock
Geode Capital Management
Stifel Financial
Modern Wealth Management
Vanguard Fiduciary Trust
LPL Financial
Renaissance Technologies
Citadel Advisors
Vanguard Global Advisers
Jones Financial Companies, L.L
Morgan Stanley
Barclays

View all funds holding Bayfirst Financial Corp