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Portfolio (Quarterly) Guide ↗

EJF Capital LP

· CIK 0001353254
13F Portfolio $142M AUM 69 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 14 Added 32 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SFNC SIMMONS FIRST NATL CORP Financial Services 244,700.0 $4.8M 3.35% +17K +7.6% $19.45 +9.4%
2 BEACON FINANCIAL CORP. 148,153.0 $4.4M 3.13% +2K +1.2% $30.00
3 NORTHPOINTE BANCSHARES INC. 245,107.0 $4.2M 2.98% +30K +13.8% $17.26
4 BANC BANC OF CALIFORNIA INC Financial Services 238,943.0 $4.2M 2.96% +29K +13.7% $17.58 +7.0%
5 BUSE FIRST BUSEY CORP Financial Services 154,834.0 $3.9M 2.76% +23K +17.5% $25.27 +6.2%
6 JCAP JEFFERSON CAPITAL INC Financial Services 171,092.0 $3.3M 2.32% +50K +41.4% $19.23 -9.6%
7 CCNE CNB FINL CORP PA Financial Services 113,143.0 $3.3M 2.31% +28K +33.1% $28.96 +6.4%
8 FFBC 1ST FINL BANCORP Financial Services 114,262.0 $3.2M 2.25% +31K +36.8% $27.88 +10.0%
9 OSBC OLD SECOND BANCORP INC DEL Financial Services 151,170.0 $3.0M 2.15% +2K +1.4% $20.16 +4.6%
10 FRST PRIMIS FINANCIAL CORP Financial Services 189,504.0 $2.5M 1.77% +15K +8.3% $13.28 +8.2%
11 CNNE CANNAE HLDGS INC Consumer Cyclical 200,000.0 $2.3M 1.60% +35K +21.2% $11.37 +19.1%
12 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 524,303.0 $2.2M 1.55% +72K +16.0% $4.20 -21.4%
13 CRBG COREBRIDGE FINL INC Financial Services 89,937.0 $2.1M 1.51% +22K +31.9% $23.86 +15.9%
14 CUBI CUSTOMERS BANCORP INC Financial Services 21,996.0 $1.5M 1.08% +1K +5.0% $69.41 +9.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 88.9%
Technology 4.8%
Consumer Cyclical 3.8%
Consumer Defensive 1.9%
Basic Materials 0.6%
Healthcare 0.1%