BAYVIEW ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BANC | 725K | $13.99M |
 | RITM | 426K | $4.64M |
 | FLG | 167K | $2.10M |
 | ONB | 145K | $3.23M |
 | NWBI | 90K | $1.08M |
 | SBSI | 85K | $2.60M |
 | TFC | 32K | $1.57M |
 | BAC | 30K | $1.65M |
 | BRO | 28K | $2.24M |
 | WD | 25K | $1.49M |
 | APO | 18K | $2.61M |
 | JPM | 13K | $4.03M |
 | RJF | 10K | $1.63M |
 | UMBF | 10K | $1.15M |
 | TRV | 5K | $1.45M |
 | FAF | 5K | $307.20K |
 | BPOP | 3K | $373.56K |
Banc of California, Inc.
BANC
Shares Held
725K
Value
$13.99M
Rithm Capital Corp.
RITM
Shares Held
426K
Value
$4.64M
Flagstar Financial, Inc.
FLG
Shares Held
167K
Value
$2.10M
Old National Bancorp
ONB
Shares Held
145K
Value
$3.23M
Northwest Bancshares, Inc.
NWBI
Shares Held
90K
Value
$1.08M
Southside Bancshares, Inc.
SBSI
Shares Held
85K
Value
$2.60M
Truist Financial Corporation
TFC
Shares Held
32K
Value
$1.57M
Bank of America Corporation
BAC
Shares Held
30K
Value
$1.65M
Brown & Brown, Inc.
BRO
Shares Held
28K
Value
$2.24M
Walker & Dunlop, Inc.
WD
Shares Held
25K
Value
$1.49M
Apollo Global Management, Inc.
APO
Shares Held
18K
Value
$2.61M
JPMorgan Chase & Co.
JPM
Shares Held
13K
Value
$4.03M
Raymond James Financial, Inc.
RJF
Shares Held
10K
Value
$1.63M
UMB Financial Corporation
UMBF
Shares Held
10K
Value
$1.15M
The Travelers Companies, Inc.
TRV
Shares Held
5K
Value
$1.45M
First American Financial Corporation
FAF
Shares Held
5K
Value
$307.20K
Popular, Inc.
BPOP
Shares Held
3K
Value
$373.56K