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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
Page 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COF CAPITAL ONE FINL CORP Financial Services 16,269.0 $3.0M 2.09% -2K -10.1% $182.43 +2.3%
22 PFS PROVIDENT FINL SVCS INC Financial Services 134,150.0 $2.8M 2.00% -45K -25.3% $21.16 +4.7%
23 BKU BANKUNITED INC Financial Services 59,971.0 $2.7M 1.91% -14K -19.2% $45.16 +2.6%
24 ONB OLD NATL BANCORP IND Financial Services 117,529.0 $2.6M 1.83% -37K -23.7% $22.10 +7.8%
25 OBT ORANGE CNTY BANCORP INC Financial Services 80,842.0 $2.6M 1.82% -10K -11.3% $31.98 +6.3%
26 HOMETRUST BANCSHARES INC 59,500.0 $2.5M 1.79% -2K -3.7% $42.65
27 FRST PRIMIS FINANCIAL CORP Financial Services 189,504.0 $2.5M 1.77% +15K +8.3% $13.28 +8.2%
28 COKE COCA COLA CONS INC Consumer Defensive 12,250.0 $2.3M 1.66% $191.74 -8.0%
29 RBB RBB BANCORP Financial Services 108,857.0 $2.3M 1.64% NEW $21.37 +9.1%
30 CARE CARTER BANKSHARES INC Financial Services 98,758.0 $2.3M 1.62% -62K -38.7% $23.32 +15.6%
31 CNNE CANNAE HLDGS INC Consumer Cyclical 200,000.0 $2.3M 1.60% +35K +21.2% $11.37 +19.1%
32 FSBC FIVE STAR BANCORP Financial Services 59,526.0 $2.2M 1.58% -3K -5.3% $37.72 +11.3%
33 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 524,303.0 $2.2M 1.55% +72K +16.0% $4.20 -21.4%
34 WIX WIX COM LTD Technology 24,000.0 $2.2M 1.52% NEW $90.07 -39.2%
35 CRBG COREBRIDGE FINL INC Financial Services 89,937.0 $2.1M 1.51% +22K +31.9% $23.86 +15.9%
36 BCS BARCLAYS PLC Financial Services 94,200.0 $2.0M 1.41% $21.16 +13.3%
37 CHAIN BRIDGE BANCORP INC 56,494.0 $2.0M 1.39% -2K -2.7% $34.90
38 GDOT GREEN DOT CORP Financial Services 162,913.0 $1.8M 1.29% NEW $11.22 +14.6%
39 NEPTUNE INS HLDGS INC 74,453.0 $1.8M 1.27% -92K -55.3% $24.19
40 OPY OPPENHEIMER HLDGS INC Financial Services 20,000.0 $1.8M 1.26% $89.19 +8.3%
Page 2 of 4  ·  69 positions

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%