Investor
EJF Capital LP
CIK 0001353254 · filed 2026-05-13 · SEC filing
13F book
$141.9M
Positions
69
5 new · 12 sold
Largest name
3.4%
Simmons 1st Natl Corp
Est. mark
−$2.06M
Price effect on 64 names still held. Flow −$32.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Simmons 1st Natl Corp | — | 244.7K | $4.76M | 3.4% | $136.5K | Added$471.9K |
| CoastalSouth Bancshares, Inc. | COSO | 192.7K | $4.74M | 3.3% | $258.2K | Cut−$16.9M |
| Beacon Financial Corp | BBT | 148.2K | $4.44M | 3.1% | $531.6K | Added$582.7K |
| Northpointe Bancshares Inc | NPB | 245.1K | $4.23M | 3.0% | $103.4K | Added$615.4K |
| Banc Of California Inc | — | 238.9K | $4.2M | 3.0% | −$359.3K | Added$148K |
| Commercial Bancgroup, Inc. | CBK | 159.1K | $4.14M | 2.9% | $232.3K | Cut$202.1K |
| Valley Natl Bancorp | — | 323.3K | $3.97M | 2.8% | $194K | Cut−$247.7K |
| First Busey Corp | — | 154.8K | $3.91M | 2.8% | $195.1K | Added$777.2K |
| Wesbanco Inc | — | 112.7K | $3.89M | 2.7% | $140.8K | Cut−$851.7K |
| Genworth Finl Inc | — | 478K | $3.88M | 2.7% | −$435K | Held |
| Metropolitan Bk Hldg Corp | — | 45.3K | $3.77M | 2.7% | — | New |
| First Ctzns Bancshares Inc D | — | 1.8K | $3.39M | 2.4% | −$471K | Cut−$1.38M |
| Jefferson Capital Inc | — | 171.1K | $3.29M | 2.3% | −$376.3K | Added$587.3K |
| First Horizon Corporation | — | 144.2K | $3.28M | 2.3% | −$164.4K | Cut−$276.5K |
| Cnb Finl Corp Pa | — | 113.1K | $3.28M | 2.3% | $237.1K | Added$1.05M |
| Avidbank Hldgs Inc | — | 113.5K | $3.24M | 2.3% | $220.2K | Cut$144.6K |
| Bridgewater Bancshares Inc | — | 181.7K | $3.22M | 2.3% | $30.9K | Cut−$415.6K |
| First Finl Bancorp Oh | — | 114.3K | $3.19M | 2.2% | $238.9K | Added$1.1M |
| Encore Cap Group Inc | — | 45.2K | $3.17M | 2.2% | $713.1K | Held |
| Old Second Bancorp Inc Ill | — | 151.2K | $3.05M | 2.1% | $98.4K | Added$140.6K |
| Capital One Finl Corp | — | 16.3K | $2.97M | 2.1% | −$975K | Cut−$1.42M |
| Provident Finl Svcs Inc | — | 134.2K | $2.84M | 2.0% | $189.2K | Cut−$708.9K |
| BankUnited, Inc. | BKU | 60K | $2.71M | 1.9% | $35.4K | Cut−$599.2K |
| Old Natl Bancorp Ind | — | 117.5K | $2.6M | 1.8% | −$24.7K | Cut−$839.2K |
| Orange Cnty Bancorp Inc | — | 80.8K | $2.59M | 1.8% | $277.3K | Cut−$17.4K |
| HomeTrust Bancshares, Inc. | HTB | 59.5K | $2.54M | 1.8% | −$17.3K | Cut−$115.7K |
| Primis Financial Corp. | FRST | 189.5K | $2.52M | 1.8% | −$110.3K | Added$82.4K |
| Coca Cola Cons Inc | — | 12.3K | $2.35M | 1.7% | $470.9K | Held |
| Rbb Bancorp | RBB | 108.9K | $2.33M | 1.6% | — | New |
| Carter Bankshares, Inc. | CARE | 98.8K | $2.3M | 1.6% | $361.5K | Cut−$864.8K |
| Cannae Hldgs Inc | — | 200K | $2.27M | 1.6% | −$719.4K | Added−$321.4K |
| Five Star Bancorp | FSBC | 59.5K | $2.25M | 1.6% | $115.5K | Cut−$4.31K |
| Blue Ridge Bankshares Inc Va | — | 524.3K | $2.2M | 1.6% | −$31.6K | Added$272.8K |
| Wix.com Ltd. | WIX | 24K | $2.16M | 1.5% | — | New |
| Corebridge Finl Inc | — | 89.9K | $2.15M | 1.5% | −$430.3K | Added$88.7K |
| Barclays Plc | — | 94.2K | $1.99M | 1.4% | −$404.1K | Held |
| Chain Bridge Bancorp Inc | CBNA | 56.5K | $1.97M | 1.4% | $14.7K | Cut−$39.5K |
| Green Dot Corp | GDOT | 162.9K | $1.83M | 1.3% | — | New |
| Neptune Ins Hldgs Inc | — | 74.5K | $1.8M | 1.3% | −$370K | Cut−$3.06M |
| Oppenheimer Hldgs Inc | — | 20K | $1.78M | 1.3% | $338K | Held |
| Customers Bancorp Inc | — | 22K | $1.53M | 1.1% | −$77.7K | Added−$5.41K |
| WEX Inc. | WEX | 9.3K | $1.42M | 1.0% | $37.8K | Held |
| Equitable Hldgs Inc | — | 37.4K | $1.39M | 1.0% | −$394.2K | Held |
| OneSpan Inc. | OSPN | 130K | $1.37M | 1.0% | −$300.3K | Held |
| Kb Home | KBH | 24K | $1.24M | 0.9% | −$111.8K | Held |
| Hackett Group, Inc. | HCKT | 85K | $1.11M | 0.8% | −$562.7K | Held |
| Coastal Finl Corp Wa | — | 12.3K | $933.7K | 0.7% | −$472.2K | Cut−$582K |
| Hilltop Holdings Inc. | HTH | 25.4K | $909.8K | 0.6% | $47.8K | Held |
| NB Bancorp, Inc. | NBBK | 41.5K | $873.5K | 0.6% | $51.8K | Cut−$2.59M |
| Tompkins Finl Corp | — | 10.7K | $844.4K | 0.6% | $67.7K | Cut−$968.6K |
| Eagle Finl Svcs Inc | — | 23.9K | $836.4K | 0.6% | −$115.1K | Cut−$905K |
| Popular Inc | — | 5.75K | $772K | 0.5% | $55.5K | Cut$5.84K |
| Connectone Bancorp Inc | — | 27.3K | $731.5K | 0.5% | $15K | Cut−$12.2K |
| Red Rock Resorts, Inc. | RRR | 13K | $691.3K | 0.5% | −$111.3K | Held |
| West Fraser Timber Co., Ltd | WFG | 10K | $652.9K | 0.5% | $41.8K | Held |
| Designer Brands Inc. | DBI | 97K | $551.9K | 0.4% | −$168.8K | Held |
| Truist Finl Corp | — | 12K | $551.5K | 0.4% | −$38.9K | Cut−$78.8K |
| Wintrust Finl Corp | — | 3.9K | $541.9K | 0.4% | −$3.43K | Cut−$46.5K |
| Fifth Third Bancorp | — | 10.5K | $486.9K | 0.3% | — | New |
| Third Coast Bancshares, Inc. | TCBX | 12.8K | $482.7K | 0.3% | −$2.3K | Cut−$21.1K |
| California Bancorp | — | 26.4K | $468.1K | 0.3% | −$25.1K | Cut−$56.5K |
| Axos Financial, Inc. | AX | 5.12K | $435.7K | 0.3% | −$5.48K | Cut−$38.3K |
| First Merchants Corp | — | 10.9K | $421K | 0.3% | $13.6K | Cut−$11K |
| Western Alliance Bancorp | — | 5.73K | $406K | 0.3% | −$75.8K | Cut−$107K |
| Ameris Bancorp | ABCB | 5.07K | $395.5K | 0.3% | $18.9K | Cut−$9.43K |
| Acadian Asset Management Inc. | AAMI | 5.14K | $279.9K | 0.2% | $38.2K | Held |
| Pamt Corp | PAMT | 25K | $211.3K | 0.1% | −$90.8K | Held |
| Keros Therapeutics, Inc. | KROS | 15K | $165.6K | 0.1% | −$139.8K | Held |
| Algoma Stl Group Inc | — | 11K | $45.4K | 0.0% | $330 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.