BAFE ADVISORS INNER CIRCLE FD III
FollowCMN (fund)
10 managers (10 13F filers) reported a position in BAFE shares at 2026-03-31, 56,719,948 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 3
- Added
- 6
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 56,719,948
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BROWN ADVISORY INCin group BROWN ADVISORY INC | 56,200,198 | $1.42B | 2.34% | +1,659,990 | 13F-HRTimelineGroup |
| HB Wealth Management, LLC | 131,688 | $3.33M | 0.02% | +3,141 | 13F-HRTimeline |
| Quantinno Capital Management LP | 127,260 | $3.22M | 0.01% | +3,803 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 82,307 | $2.08M | <0.01% | +74,893 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 80,816 | $2.04M | <0.01% | +70,275 | 13F-HRTimelineGroup |
| TRED AVON FAMILY WEALTH, LLC | 78,104 | $1.98M | 0.66% | -1,369 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 7,868 | $193K | <0.01% | +5,163 | 13F-HR/ATimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 6,683 | $169K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 3,519 | $89K | <0.01% | new | 13F-HRTimelineGroup |
| Avalon Trust Co | 1,505 | $38.1K | <0.01% | new | 13F-HRTimeline |