Azora Capital LP
Net buyer this quarter
$2.37B
47
+$534M
52.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BAC | $238M | 10.04% | 0.06% | Not reported | Q1 2021 |
 BEN | $230M | 9.68% | 1.36% | +35.5% | Q2 2020 |
 VLY | $150M | 6.32% | 1.85% | +14.5% | Q3 2025 |
 LPLA | $148M | 6.24% | 0.66% | +23.1% | Q4 2017 |
 WT | $105M | 4.41% | 4.07% | +3.2% | Q1 2019 |
 SLM | $97.9M | 4.13% | 2.01% | +17.8% | Q4 2017 |
 XYZ | $80.5M | 3.39% | Not reported | +52.3% | Q1 2021 |
 STT | $68.9M | 2.90% | 0.15% | Not reported | Q2 2019 |
 IBOC | $67.3M | 2.83% | 1.42% | -32.5% | Q4 2017 |
 OMF | $64.9M | 2.73% | 0.92% | +266.0% | Q4 2017 |
 EVR | $63.5M | 2.68% | Not reported | Not reported | Q2 2019 |
 HBAN | $63.3M | 2.67% | 0.18% | Not reported | Q1 2024 |
 HOMB | $62M | 2.61% | 1.08% | +111.1% | Q1 2026 |
 MKTX | $58.2M | 2.45% | 1.46% | Not reported | Q1 2022 |
 ZION | $52.2M | 2.20% | 0.52% | Not reported | Q4 2020 |
 PJT | $48.7M | 2.05% | 1.30% | Not reported | Q4 2017 |
 NP | $46.2M | 1.95% | 1.53% | +53.8% | Q4 2025 |
 FCFS | $45.6M | 1.92% | 0.48% | +117.2% | Q1 2024 |
 ALLY | $42.6M | 1.79% | 0.30% | Not reported | Q3 2019 |
 BULL | $42.5M | 1.79% | Not reported | Not reported | Q2 2025 |
 TCBI | $42.1M | 1.77% | 0.93% | +1.9% | Q2 2018 |
 UMBF | $39.2M | 1.65% | 0.36% | Not reported | Q2 2024 |
 SEIC | $38.9M | 1.64% | 0.37% | Not reported | Q1 2020 |
 SYF | $36.6M | 1.54% | 0.15% | Not reported | Q3 2018 |
 ARX | $35.7M | 1.51% | 1.84% | +54.0% | Q3 2025 |
 AAMI | $35.5M | 1.49% | 1.39% | +50.6% | Q2 2020 |
 CCB | $35.4M | 1.49% | 2.99% | -30.6% | Q4 2024 |
 COLB | $33M | 1.39% | 0.36% | Not reported | Q1 2024 |
 PRG | $32.2M | 1.36% | 1.72% | -28.6% | Q4 2024 |
 PB | $29.1M | 1.23% | 0.40% | -57.4% | Q3 2023 |
 PIPR | $27.5M | 1.16% | 0.56% | New | Q2 2026 |
 BPOP | $26.1M | 1.10% | 0.25% | New | Q2 2026 |
 USB | $25.4M | 1.07% | 0.03% | Not reported | Q1 2020 |
 NU | $23.3M | 0.98% | Not reported | +160.1% | Q4 2022 |
 TRU | $20.3M | 0.86% | 0.15% | Not reported | Q1 2024 |
 CBC | $18.6M | 0.78% | 0.26% | +5.1% | Q4 2025 |
 NCNO | $18M | 0.76% | 1.01% | Not reported | Q3 2020 |
 LCLN | $14.5M | 0.61% | 0.59% | New | Q2 2026 |
 JEF | $10.6M | 0.45% | 0.10% | Not reported | Q1 2023 |
 AIZ | $10.2M | 0.43% | 0.08% | New | Q2 2026 |
 CIFR | $9.67M | 0.41% | 0.10% | +52.0% | Q4 2025 |
 ANDG | $8.41M | 0.35% | Not reported | New | Q2 2026 |
 BGC | $7.98M | 0.34% | Not reported | Not reported | Q4 2023 |
 DBRG | $7.9M | 0.33% | 0.27% | Not reported | Q3 2023 |
 ARI | $6.73M | 0.28% | 0.49% | -11.1% | Q1 2026 |
 SFNC | $5.12M | 0.22% | 0.16% | Not reported | Q3 2025 |
 SLNH | $32.3K | 0.00% | 0.01% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| LPLA | $129M | 8.45% | 0.53% | -4.7% | Q4 2017 |
| BEN | $120M | 7.92% | 0.98% | -12.0% | Q2 2020 |
| VLY | $110M | 7.23% | 1.61% | +14.8% | Q3 2025 |
 BBT | $94.1M | 6.19% | 3.74% | +0.2% | Q1 2019 |
| IBOC | $88.3M | 5.81% | 2.11% | -13.9% | Q4 2017 |
| WT | $87.2M | 5.73% | 3.93% | -2.6% | Q1 2019 |
 VIRT | $82.7M | 5.44% | Not reported | Not reported | Q3 2022 |
| SLM | $68.6M | 4.51% | 1.70% | +381.6% | Q4 2017 |
| PB | $62.9M | 4.14% | 0.93% | Not reported | Q3 2023 |
 SCHW | $55.4M | 3.64% | 0.03% | +120.6% | Q3 2018 |
| CCB | $50.1M | 3.30% | 4.32% | +6.5% | Q4 2024 |
 RIOT | $46.1M | 3.03% | 0.98% | +1328.9% | Q2 2023 |
| XYZ | $41.8M | 2.75% | Not reported | Not reported | Q1 2021 |
| TCBI | $38M | 2.50% | 0.91% | -40.8% | Q2 2018 |
 HUT | $35.9M | 2.36% | 0.68% | +10.7% | Q3 2025 |
 EWBC | $33.3M | 2.19% | 0.23% | +80.7% | Q4 2017 |
 BTDR | $29M | 1.90% | 1.42% | +328.1% | Q3 2025 |
| PRG | $27.7M | 1.82% | 2.44% | Not reported | Q4 2024 |
| HOMB | $27.7M | 1.82% | 0.52% | New | Q1 2026 |
| ARX | $26.5M | 1.74% | 1.19% | -18.8% | Q3 2025 |
| NP | $23.1M | 1.52% | 0.99% | +28.2% | Q4 2025 |
 KLAR | $20.2M | 1.33% | 0.41% | Not reported | Q3 2025 |
| FCFS | $18.2M | 1.20% | 0.22% | Not reported | Q1 2024 |
| AAMI | $17.9M | 1.18% | 0.92% | Not reported | Q2 2020 |
| OMF | $15.5M | 1.02% | 0.25% | -78.7% | Q4 2017 |
 MTB | $14.9M | 0.98% | 0.05% | Not reported | Q2 2018 |
 IBKR | $14.2M | 0.93% | 0.08% | Not reported | Q3 2021 |
| CBC | $14M | 0.92% | 0.24% | +0.3% | Q4 2025 |
 PNFP | $12.8M | 0.84% | 0.10% | Not reported | Q3 2023 |
 BRBS | $11.4M | 0.75% | 3.01% | -45.3% | Q2 2024 |
 SSB | $11M | 0.72% | 0.12% | New | Q1 2026 |
| NU | $9.64M | 0.63% | Not reported | Not reported | Q4 2022 |
 PFSI | $9.6M | 0.63% | 0.21% | New | Q1 2026 |
| DBRG | $7.72M | 0.51% | 0.27% | Not reported | Q3 2023 |
 WLTH | $7.5M | 0.49% | 0.54% | +169.9% | Q4 2025 |
| ARI | $7.48M | 0.49% | 0.52% | New | Q1 2026 |
| CIFR | $3.34M | 0.22% | 0.06% | -70.9% | Q4 2025 |
 WULF | $3.24M | 0.21% | 0.05% | Not reported | Q3 2025 |
 FHI | $3.06M | 0.20% | Not reported | Not reported | Q2 2021 |
 DAVE | $2.2M | 0.14% | Not reported | -79.8% | Q2 2025 |
 SPY | $1.49M | 0.10% | Not reported | Not reported | Q3 2022 |
 GLBE | $656K | 0.04% | 0.01% | New | Q1 2026 |
| SLNH | $16.9K | 0.00% | 0.02% | -18.5% | Q3 2025 |
| Q4 2025 | |||||
| LPLA | $160M | 10.08% | 0.56% | +26.8% | Q4 2017 |
| BEN | $138M | 8.72% | 1.11% | +78.8% | Q2 2020 |
| IBOC | $101M | 6.38% | 2.45% | +35.1% | Q4 2017 |
 C | $93.6M | 5.90% | 0.04% | +56.5% | Q3 2018 |
| OMF | $92.1M | 5.80% | 1.16% | +210.7% | Q4 2017 |
| VLY | $91.1M | 5.74% | 1.40% | -19.8% | Q3 2025 |
| BBT | $82.6M | 5.20% | 3.73% | +454.5% | Q1 2019 |
| WT | $75M | 4.72% | 4.37% | +9.3% | Q1 2019 |
| CCB | $70.8M | 4.46% | 4.08% | +4.6% | Q4 2024 |
| TCBI | $61.2M | 3.85% | 1.48% | -34.8% | Q2 2018 |
| SYF | $55.7M | 3.50% | 0.19% | +388.7% | Q3 2018 |
 UWMC | $49.5M | 3.12% | 10.96% | +230.8% | Q1 2023 |
| WBS | $48.1M | 3.03% | 0.47% | -46.0% | Q4 2019 |
| EVR | $40.2M | 2.53% | Not reported | -8.4% | Q2 2019 |
| ARX | $39.9M | 2.51% | 1.47% | +288.9% | Q3 2025 |
 RELY | $39.7M | 2.50% | 1.37% | +50.4% | Q3 2022 |
 UPST | $38.6M | 2.43% | 0.90% | Not reported | Q3 2022 |
| HUT | $31.7M | 2.00% | 0.63% | +181.2% | Q3 2025 |
| SCHW | $26.7M | 1.68% | 0.02% | Not reported | Q3 2018 |
 DLO | $21.9M | 1.38% | 0.52% | Not reported | Q4 2024 |
| NP | $21.7M | 1.37% | 0.77% | New | Q4 2025 |
| BRBS | $21.1M | 1.33% | 5.40% | +10.5% | Q2 2024 |
| EWBC | $19.4M | 1.22% | 0.13% | Not reported | Q4 2017 |
| SLM | $18M | 1.13% | 0.33% | Not reported | Q4 2017 |
| SEIC | $17.8M | 1.12% | 0.18% | Not reported | Q1 2020 |
 INDB | $16.2M | 1.02% | 0.45% | New | Q4 2025 |
| CBC | $14M | 0.88% | Not reported | New | Q4 2025 |
| BULL | $14M | 0.88% | Not reported | -45.3% | Q2 2025 |
| DAVE | $13.8M | 0.87% | Not reported | -53.1% | Q2 2025 |
| CIFR | $13.1M | 0.83% | 0.22% | New | Q4 2025 |
 HAPN | $10.2M | 0.64% | 0.47% | -77.6% | Q1 2024 |
| BTDR | $8.77M | 0.55% | 0.33% | -43.9% | Q3 2025 |
| DBRG | $7.68M | 0.48% | 0.27% | -86.5% | Q3 2023 |
 COSO | $7.18M | 0.45% | 2.58% | -22.6% | Q3 2025 |
| WLTH | $4.08M | 0.26% | 0.69% | New | Q4 2025 |
| COLB | $3.4M | 0.21% | 0.04% | Not reported | Q1 2024 |
| RIOT | $3.31M | 0.21% | 0.07% | -79.2% | Q2 2023 |
 PFBC | $3.11M | 0.20% | Not reported | New | Q4 2025 |
 WAFD | $2.41M | 0.15% | 0.10% | Not reported | Q1 2019 |
 OBT | $1.53M | 0.10% | 0.40% | +7.4% | Q2 2025 |
 SFST | $645K | 0.04% | 0.15% | New | Q4 2025 |
 OBK | $640K | 0.04% | 0.05% | +4.0% | Q2 2018 |
 RBB | $638K | 0.04% | 0.18% | New | Q4 2025 |
 DCOM | $562K | 0.04% | 0.04% | Not reported | Q4 2024 |
 PGC | $308K | 0.02% | 0.06% | +4.1% | Q2 2025 |
| SLNH | $34.4K | 0.00% | 0.03% | +97.7% | Q3 2025 |
| Q3 2025 | |||||
| BAC | $144M | 6.69% | 0.04% | -5.6% | Q1 2021 |
| LPLA | $118M | 5.45% | 0.44% | -25.2% | Q4 2017 |
 TFC | $115M | 5.35% | 0.20% | Not reported | Q1 2020 |
| VLY | $103M | 4.78% | 1.74% | New | Q3 2025 |
| TCBI | $87.6M | 4.06% | 2.27% | +11.5% | Q2 2018 |
| WBS | $84.1M | 3.90% | 0.86% | -25.0% | Q4 2019 |
| WT | $78.2M | 3.62% | 4.01% | -20.4% | Q1 2019 |
| IBOC | $77.6M | 3.59% | 1.82% | +3.5% | Q4 2017 |
| BEN | $75M | 3.47% | 0.62% | +1.7% | Q2 2020 |
 CG | $67.5M | 3.13% | 0.30% | +79.6% | Q4 2024 |
| CMA | $65.2M | 3.02% | 0.74% | -53.9% | Q4 2017 |
| CCB | $63.9M | 2.96% | 3.91% | -21.3% | Q4 2024 |
 FHN | $60.3M | 2.80% | 0.53% | +2.2% | Q4 2017 |
| C | $52M | 2.41% | 0.03% | -16.2% | Q3 2018 |
| BULL | $48.6M | 2.25% | Not reported | +326.8% | Q2 2025 |
 EBC | $47.2M | 2.18% | 1.23% | +54.5% | Q4 2024 |
| EVR | $43.5M | 2.01% | Not reported | Not reported | Q2 2019 |
| DBRG | $43.3M | 2.01% | 2.03% | +62.6% | Q3 2023 |
| NU | $41.7M | 1.93% | Not reported | -52.0% | Q4 2022 |
 FIBK | $40.7M | 1.88% | 1.23% | +1538.7% | Q2 2025 |
| KLAR | $40.3M | 1.87% | Not reported | New | Q3 2025 |
| PJT | $40.1M | 1.86% | 0.91% | Not reported | Q4 2017 |
 SOFI | $37.1M | 1.72% | 0.12% | -40.6% | Q2 2023 |
| HAPN | $36.3M | 1.68% | 2.07% | +258.2% | Q1 2024 |
 MS | $32.7M | 1.51% | 0.01% | Not reported | Q1 2019 |
| RELY | $31.2M | 1.45% | 0.91% | Not reported | Q3 2022 |
| NCNO | $31M | 1.44% | 0.99% | +102.6% | Q3 2020 |
 STNE | $28.8M | 1.34% | Not reported | -68.6% | Q3 2020 |
| DAVE | $26.6M | 1.23% | Not reported | +87.9% | Q2 2025 |
 TPG | $25M | 1.16% | Not reported | +143.7% | Q4 2024 |
| OMF | $24.8M | 1.15% | 0.37% | +48.5% | Q4 2017 |
| RIOT | $23.9M | 1.11% | 0.34% | -74.7% | Q2 2023 |
| BTDR | $23.8M | 1.10% | 0.72% | New | Q3 2025 |
| BGC | $21.4M | 0.99% | Not reported | +30.5% | Q4 2023 |
| UWMC | $20.8M | 0.96% | 3.31% | +56.5% | Q1 2023 |
 WTFC | $20.2M | 0.94% | 0.23% | -57.1% | Q1 2018 |
| BRBS | $18.9M | 0.88% | 4.88% | +1.4% | Q2 2024 |
| PJC | $17.2M | 0.80% | Not reported | Not reported | Q1 2023 |
 KMX | $16.4M | 0.76% | 0.25% | -46.5% | Q2 2024 |
 MC | $15.9M | 0.74% | Not reported | -70.2% | Q3 2018 |
 CLSK | $15.3M | 0.71% | 0.37% | New | Q3 2025 |
 UCB | $13.4M | 0.62% | 0.35% | New | Q3 2025 |
| BBT | $13.4M | 0.62% | 0.67% | Not reported | Q1 2019 |
| SFNC | $13.2M | 0.61% | 0.48% | New | Q3 2025 |
| WULF | $11.9M | 0.55% | 0.24% | New | Q3 2025 |
| SYF | $9.7M | 0.45% | 0.04% | Not reported | Q3 2018 |
| ARX | $9.34M | 0.43% | 0.38% | New | Q3 2025 |
 KEY | $9.07M | 0.42% | 0.04% | -91.0% | Q4 2017 |
| COSO | $8.7M | 0.40% | 3.33% | New | Q3 2025 |
| HUT | $8.55M | 0.40% | 0.23% | New | Q3 2025 |