account_balance
Investment manager · 13F filer · SEC CIK 1767366
Bayview Asset Management, LLC
Reported value$134Mas of Jun 30, 2026
Positions44 14 new, 12 sold out
Top 10 weight56.0%FRBT alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FRBTForbright Inc
17.6%New
BBTBeacon Financial Corp.
8.3%Trimmed −8%
RITMRithm Capital Corp
4.1%Added +46%
SSBSouthstate Bk Corp
4.1%New
CBRECbre Group Inc
4.0%Added +130%
BANRBanner Corp
3.8%Added +29%
KIESPDR Series Trust
3.7%New
FNFFidelity Natl Finl Inc
3.7%Trimmed −43%
QQQInvesco QQQ Tr
3.5%Trimmed −10%
ONBOld Natl Bancorp Ind
3.1%Trimmed −16%
JPMJPMorgan Chase & Co
2.9%Trimmed −11%
UMBFUmb Finl Corp
2.7%Added +19%
FRBTForbright Inc
17.6%New
BBT8.3%RITM4.1%SSB4.1%CBRE4.0%BANR3.8%KIE3.7%
FNF3.7%QQQ3.5%
ONB3.1%JPM2.9%UMBF2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FRBT Forbright Inc 17.6% NewBBT Beacon Financial Corp. 8.3% Trimmed −8%RITM Rithm Capital Corp 4.1% Added +46%SSB Southstate Bk Corp 4.1% NewCBRE Cbre Group Inc 4.0% Added +130%BANR Banner Corp 3.8% Added +29%
KIE SPDR Series Trust 3.7% New
FNF Fidelity Natl Finl Inc 3.7% Trimmed −43%QQQ Invesco QQQ Tr 3.5% Trimmed −10%
ONB Old Natl Bancorp Ind 3.1% Trimmed −16%JPM JPMorgan Chase & Co 2.9% Trimmed −11%UMBF Umb Finl Corp 2.7% Added +19%What changed