EJF Capital LP
Net seller this quarter
$150M
72
-$13.3M
28.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COSO | $5.17M | 3.46% | 1.60% | Not reported | Q3 2025 |
 SFNC | $5.09M | 3.41% | 0.16% | -8.1% | Q3 2025 |
 BUSE | $4.41M | 2.95% | 0.18% | -3.5% | Q2 2020 |
 MCB | $4.29M | 2.87% | 0.35% | -3.9% | Q4 2017 |
 VLY | $4.15M | 2.77% | 0.05% | -12.4% | Q1 2023 |
 BANC | $4.15M | 2.77% | 0.13% | -15.1% | Q1 2017 |
 GNW | $4.05M | 2.71% | 0.11% | -10.5% | Q2 2013 |
 WSBC | $4M | 2.67% | 0.11% | -9.1% | Q2 2020 |
 BBT | $3.91M | 2.62% | 0.15% | -13.3% | Q3 2016 |
 CBK | $3.87M | 2.59% | 0.87% | -24.8% | Q4 2025 |
| FSUN | $3.76M | 2.51% | 0.35% | Not reported | Q4 2024 |
 FRST | $3.74M | 2.50% | 0.92% | +20.4% | Q3 2021 |
 CCNE | $3.68M | 2.46% | 0.37% | -3.6% | Q1 2018 |
 AVBH | $3.61M | 2.42% | 1.00% | -3.7% | Q3 2025 |
 CNNE | $3.6M | 2.41% | 0.58% | +25.0% | Q1 2024 |
 ECPG | $3.55M | 2.37% | 0.18% | -16.0% | Q2 2013 |
 OSBC | $3.53M | 2.36% | 0.30% | +0.1% | Q4 2021 |
 FFBC | $3.47M | 2.32% | 0.10% | -10.2% | Q2 2020 |
 BWB | $3.47M | 2.32% | 0.59% | -9.4% | Q1 2018 |
 NPB | $3.4M | 2.27% | 0.51% | -27.7% | Q1 2025 |
 SFST | $3.32M | 2.22% | 0.57% | Not reported | Q1 2014 |
 RBB | $3M | 2.00% | 0.64% | +0.4% | Q3 2017 |
 FHN | $2.96M | 1.98% | 0.02% | -20.0% | Q3 2013 |
 COF | $2.95M | 1.97% | 0.00% | -9.7% | Q4 2017 |
 JCAP | $2.83M | 1.89% | 0.25% | -15.0% | Q3 2025 |
 BKU | $2.8M | 1.87% | 0.08% | -3.6% | Q3 2013 |
 ONB | $2.77M | 1.85% | 0.03% | -9.1% | Q4 2021 |
 NP | $2.63M | 1.76% | 0.09% | +12.2% | Q4 2025 |
 OBT | $2.59M | 1.74% | 0.53% | -12.7% | Q3 2021 |
 CRBG | $2.57M | 1.72% | 0.02% | Not reported | Q2 2024 |
 BCS | $2.53M | 1.69% | 0.00% | Not reported | Q1 2014 |
 FCNCA | $2.53M | 1.69% | Not reported | -32.5% | Q3 2018 |
 PFS | $2.49M | 1.67% | 0.08% | -21.4% | Q4 2023 |
 COKE | $2.34M | 1.56% | 0.02% | Not reported | Q2 2024 |
 OPY | $2.11M | 1.41% | Not reported | Not reported | Q2 2023 |
 OSPN | $1.87M | 1.25% | 0.35% | Not reported | Q4 2023 |
 BRBS | $1.67M | 1.12% | 0.53% | -9.7% | Q1 2021 |
| EQH | $1.64M | 1.10% | 0.01% | Not reported | Q3 2020 |
 WEX | $1.52M | 1.02% | 0.03% | +16.1% | Q1 2025 |
 KBH | $1.5M | 1.00% | 0.04% | Not reported | Q4 2025 |
 CUBI | $1.29M | 0.86% | 0.05% | -25.8% | Q2 2021 |
 CARE | $1.22M | 0.82% | 0.16% | -63.6% | Q2 2024 |
 GDOT | $1.19M | 0.79% | 0.15% | -46.0% | Q1 2026 |
 WIX | $1.09M | 0.73% | 0.04% | Not reported | Q1 2026 |
 HTH | $985K | 0.66% | 0.04% | Not reported | Q3 2020 |
 BPOP | $924K | 0.62% | 0.01% | -2.2% | Q2 2013 |
 CCB | $919K | 0.61% | 0.08% | -3.4% | Q3 2018 |
 HCKT | $915K | 0.61% | 0.34% | Not reported | Q4 2025 |
 CNOB | $894K | 0.60% | 0.05% | -2.2% | Q2 2013 |
 RKT | $866K | 0.58% | Not reported | Not reported | Q3 2020 |
| Q1 2026 | |||||
| SFNC | $4.76M | 3.35% | 0.17% | +7.6% | Q3 2025 |
| COSO | $4.74M | 3.34% | 1.61% | -79.3% | Q3 2025 |
| BBT | $4.44M | 3.13% | 0.18% | +1.2% | Q3 2016 |
| NPB | $4.23M | 2.98% | 0.71% | +13.8% | Q1 2025 |
| BANC | $4.2M | 2.96% | 0.16% | +13.7% | Q1 2017 |
| CBK | $4.14M | 2.92% | 1.16% | -0.8% | Q4 2025 |
| VLY | $3.97M | 2.80% | 0.06% | -10.5% | Q1 2023 |
| BUSE | $3.91M | 2.76% | 0.18% | +17.5% | Q2 2020 |
| WSBC | $3.89M | 2.74% | 0.12% | -21.0% | Q2 2020 |
| GNW | $3.88M | 2.74% | 0.12% | Not reported | Q2 2013 |
| MCB | $3.77M | 2.66% | 0.37% | Not reported | Q4 2017 |
| FCNCA | $3.39M | 2.39% | Not reported | -19.1% | Q3 2018 |
| JCAP | $3.29M | 2.32% | 0.31% | +41.4% | Q3 2025 |
| FHN | $3.28M | 2.31% | 0.03% | -3.2% | Q3 2013 |
| CCNE | $3.28M | 2.31% | 0.38% | +33.1% | Q1 2018 |
| AVBH | $3.24M | 2.28% | 1.04% | -2.5% | Q3 2025 |
| BWB | $3.22M | 2.27% | 0.65% | -12.3% | Q1 2018 |
| FFBC | $3.19M | 2.24% | 0.11% | +36.8% | Q2 2020 |
| ECPG | $3.17M | 2.23% | 0.21% | Not reported | Q2 2013 |
| OSBC | $3.05M | 2.15% | 0.29% | +1.4% | Q4 2021 |
| COF | $2.97M | 2.09% | 0.00% | -10.1% | Q4 2017 |
| PFS | $2.84M | 2.00% | 0.10% | -25.3% | Q4 2023 |
| BKU | $2.71M | 1.91% | 0.08% | -19.2% | Q3 2013 |
| ONB | $2.6M | 1.83% | 0.03% | -23.7% | Q4 2021 |
| OBT | $2.59M | 1.82% | 0.60% | -11.3% | Q3 2021 |
 HTB | $2.54M | 1.79% | 0.35% | -3.7% | Q2 2013 |
| FRST | $2.52M | 1.77% | 0.77% | +8.3% | Q3 2021 |
| COKE | $2.35M | 1.66% | 0.02% | Not reported | Q2 2024 |
| RBB | $2.33M | 1.64% | 0.64% | Not reported | Q3 2017 |
| CARE | $2.3M | 1.62% | 0.45% | -38.7% | Q2 2024 |
| CNNE | $2.27M | 1.60% | 0.44% | +21.2% | Q1 2024 |
 FSBC | $2.25M | 1.58% | 0.28% | -5.3% | Q2 2021 |
| BRBS | $2.2M | 1.55% | 0.58% | +16.0% | Q1 2021 |
| WIX | $2.16M | 1.52% | 0.04% | New | Q1 2026 |
| CRBG | $2.15M | 1.51% | 0.02% | +31.9% | Q2 2024 |
| BCS | $1.99M | 1.40% | 0.00% | Not reported | Q1 2014 |
 CBNA | $1.97M | 1.39% | Not reported | -2.7% | Q1 2025 |
| GDOT | $1.83M | 1.29% | 0.29% | New | Q1 2026 |
| NP | $1.8M | 1.27% | 0.08% | -55.3% | Q4 2025 |
| OPY | $1.78M | 1.26% | Not reported | Not reported | Q2 2023 |
| CUBI | $1.53M | 1.08% | 0.07% | +5.0% | Q2 2021 |
| WEX | $1.42M | 1.00% | 0.03% | Not reported | Q1 2025 |
| EQH | $1.39M | 0.98% | 0.01% | Not reported | Q3 2020 |
| OSPN | $1.37M | 0.96% | 0.35% | Not reported | Q4 2023 |
| KBH | $1.24M | 0.88% | 0.04% | Not reported | Q4 2025 |
| HCKT | $1.11M | 0.78% | 0.33% | Not reported | Q4 2025 |
| CCB | $934K | 0.66% | 0.08% | -7.2% | Q3 2018 |
| HTH | $910K | 0.64% | 0.04% | Not reported | Q3 2020 |
 NBBK | $873K | 0.62% | 0.09% | -76.3% | Q4 2023 |
 TMP | $844K | 0.60% | 0.07% | -57.2% | Q4 2025 |
| Q4 2025 | |||||
| COSO | $21.6M | 12.28% | 7.77% | Not reported | Q3 2025 |
| NP | $4.86M | 2.76% | 0.17% | New | Q4 2025 |
| FCNCA | $4.78M | 2.71% | Not reported | -2.1% | Q3 2018 |
| WSBC | $4.74M | 2.69% | 0.15% | +0.6% | Q2 2020 |
| FFWM | $4.44M | 2.52% | 0.87% | +9.0% | Q3 2015 |
| COF | $4.39M | 2.49% | 0.00% | -8.8% | Q4 2017 |
| GNW | $4.32M | 2.45% | 0.12% | -4.8% | Q2 2013 |
| SFNC | $4.29M | 2.43% | 0.16% | +0.7% | Q3 2025 |
| VLY | $4.22M | 2.40% | 0.06% | -15.0% | Q1 2023 |
| BANC | $4.05M | 2.30% | 0.14% | +5.2% | Q1 2017 |
| CBK | $3.94M | 2.24% | 1.17% | New | Q4 2025 |
| BBT | $3.86M | 2.19% | 0.17% | +11.7% | Q3 2016 |
| BWB | $3.63M | 2.06% | 0.75% | +5.9% | Q1 2018 |
| NPB | $3.62M | 2.05% | 0.62% | +2.5% | Q1 2025 |
| FHN | $3.56M | 2.02% | 0.03% | -19.9% | Q3 2013 |
| PFS | $3.55M | 2.01% | 0.14% | +0.7% | Q4 2023 |
| NBBK | $3.47M | 1.97% | 0.38% | +1.3% | Q4 2023 |
| ONB | $3.44M | 1.95% | 0.04% | +1.2% | Q4 2021 |
| BKU | $3.31M | 1.88% | 0.10% | +18.9% | Q3 2013 |
| CARE | $3.17M | 1.80% | 0.73% | +0.4% | Q2 2024 |
| BUSE | $3.14M | 1.78% | 0.15% | +18.8% | Q2 2020 |
| AVBH | $3.09M | 1.76% | 1.06% | +5.0% | Q3 2025 |
| OSBC | $2.91M | 1.65% | 0.28% | -14.2% | Q4 2021 |
| JCAP | $2.7M | 1.53% | 0.21% | -10.7% | Q3 2025 |
| HTB | $2.65M | 1.51% | 0.36% | -5.4% | Q2 2013 |
| OBT | $2.6M | 1.48% | 0.68% | -22.0% | Q3 2021 |
| CNNE | $2.6M | 1.47% | 0.35% | Not reported | Q1 2024 |
| ECPG | $2.46M | 1.40% | 0.21% | Not reported | Q2 2013 |
| FRST | $2.43M | 1.38% | 0.71% | Not reported | Q3 2021 |
 CBC | $2.43M | 1.38% | Not reported | New | Q4 2025 |
| BCS | $2.4M | 1.36% | 0.00% | Not reported | Q1 2014 |
| FSBC | $2.25M | 1.28% | 0.29% | -2.0% | Q2 2021 |
| CCNE | $2.22M | 1.26% | 0.29% | Not reported | Q1 2018 |
| FFBC | $2.09M | 1.19% | 0.08% | +60.5% | Q2 2020 |
| CRBG | $2.06M | 1.17% | 0.01% | Not reported | Q2 2024 |
 BHRB | $2.03M | 1.15% | 0.22% | -34.6% | Q2 2024 |
| CBNA | $2.01M | 1.14% | Not reported | -7.0% | Q1 2025 |
| WBS | $2.01M | 1.14% | 0.02% | -0.8% | Q2 2022 |
| BRBS | $1.93M | 1.10% | 0.49% | +28.4% | Q1 2021 |
| COKE | $1.88M | 1.07% | 0.02% | Not reported | Q2 2024 |
| TMP | $1.81M | 1.03% | 0.17% | New | Q4 2025 |
| EQH | $1.78M | 1.01% | 0.01% | Not reported | Q3 2020 |
 EFSI | $1.74M | 0.99% | 0.81% | -62.8% | Q1 2025 |
| OSPN | $1.67M | 0.95% | 0.35% | Not reported | Q4 2023 |
| HCKT | $1.67M | 0.95% | 0.31% | New | Q4 2025 |
| CUBI | $1.53M | 0.87% | 0.06% | -20.0% | Q2 2021 |
| CCB | $1.52M | 0.86% | 0.09% | -5.5% | Q3 2018 |
| OPY | $1.45M | 0.82% | Not reported | Not reported | Q2 2023 |
| WEX | $1.39M | 0.79% | 0.03% | Not reported | Q1 2025 |
 C | $1.38M | 0.78% | 0.00% | -31.9% | Q2 2013 |
| Q3 2025 | |||||
| COSO | $20.3M | 11.78% | 7.77% | New | Q3 2025 |
 AAMI | $5.59M | 3.25% | 0.32% | -7.3% | Q3 2020 |
| WSBC | $4.53M | 2.63% | 0.15% | +7.8% | Q2 2020 |
| VLY | $4.5M | 2.62% | 0.08% | +2.7% | Q1 2023 |
| GNW | $4.47M | 2.60% | 0.12% | Not reported | Q2 2013 |
| EFSI | $4.45M | 2.59% | 2.19% | -7.7% | Q1 2025 |
| SFNC | $4.33M | 2.51% | 0.16% | New | Q3 2025 |
| COF | $4.22M | 2.45% | 0.00% | +2.4% | Q4 2017 |
| FHN | $4.2M | 2.44% | 0.04% | +2.8% | Q3 2013 |
| FCNCA | $4.07M | 2.36% | Not reported | +2.9% | Q3 2018 |
| FFWM | $3.68M | 2.14% | 0.80% | +267.4% | Q3 2015 |
| NPB | $3.59M | 2.09% | 0.61% | -6.7% | Q1 2025 |
| BWB | $3.44M | 2.00% | 0.71% | +20.2% | Q1 2018 |
| PFS | $3.44M | 2.00% | 0.14% | +9.0% | Q4 2023 |
| ONB | $3.34M | 1.94% | 0.04% | +28.8% | Q4 2021 |
| BANC | $3.3M | 1.92% | 0.13% | +16.8% | Q1 2017 |
| CARE | $3.12M | 1.81% | 0.72% | +23.9% | Q2 2024 |
| BBT | $3.11M | 1.81% | 0.16% | +53.6% | Q3 2016 |
| BHRB | $3.08M | 1.79% | 0.33% | +0.9% | Q2 2024 |
| NBBK | $3.05M | 1.77% | 0.43% | +3.0% | Q4 2023 |
| CNNE | $3.02M | 1.75% | 0.32% | Not reported | Q1 2024 |
| OSBC | $3M | 1.75% | 0.33% | +21.3% | Q4 2021 |
| OBT | $2.95M | 1.71% | 0.87% | +2.5% | Q3 2021 |
| AVBH | $2.83M | 1.64% | 1.01% | New | Q3 2025 |
| HTB | $2.67M | 1.55% | 0.37% | +3.8% | Q2 2013 |
| BUSE | $2.57M | 1.49% | 0.12% | -40.1% | Q2 2020 |
 RNST | $2.49M | 1.44% | 0.07% | -16.7% | Q4 2019 |
| BKU | $2.38M | 1.38% | 0.08% | Not reported | Q3 2013 |
| JCAP | $2.34M | 1.36% | 0.23% | New | Q3 2025 |
| CRBG | $2.19M | 1.27% | 0.01% | Not reported | Q2 2024 |
 HBNC | $2.14M | 1.24% | 0.30% | +25.6% | Q3 2024 |
 TFC | $2.13M | 1.24% | 0.00% | +4.0% | Q2 2020 |
| FSBC | $2.07M | 1.20% | 0.30% | +24.2% | Q2 2021 |
| OSPN | $2.07M | 1.20% | 0.34% | Not reported | Q4 2023 |
| CBNA | $2.04M | 1.19% | Not reported | -1.0% | Q1 2025 |
| HTBK | $2.03M | 1.18% | 0.33% | +3.9% | Q1 2024 |
| BCS | $1.95M | 1.13% | 0.00% | -50.0% | Q1 2014 |
| WBS | $1.91M | 1.11% | 0.02% | +195.3% | Q2 2022 |
| EQH | $1.9M | 1.10% | 0.01% | Not reported | Q3 2020 |
| ECPG | $1.89M | 1.10% | 0.20% | Not reported | Q2 2013 |
 CIVB | $1.76M | 1.02% | 0.45% | Not reported | Q1 2017 |
| C | $1.76M | 1.02% | 0.00% | +48.7% | Q2 2013 |
| CUBI | $1.71M | 0.99% | 0.08% | Not reported | Q2 2021 |
 BCAL | $1.59M | 0.92% | 0.29% | -16.5% | Q2 2023 |
| CCB | $1.51M | 0.88% | 0.09% | +3.3% | Q3 2018 |
| BRBS | $1.49M | 0.86% | 0.38% | +9.0% | Q1 2021 |
| OPY | $1.48M | 0.86% | Not reported | -50.0% | Q2 2023 |
| WEX | $1.47M | 0.85% | 0.03% | Not reported | Q1 2025 |
| CADE | $1.45M | 0.84% | Not reported | Not reported | Q2 2017 |
| COKE | $1.44M | 0.83% | 0.02% | Not reported | Q2 2024 |