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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BCAL CALIFORNIA BANCORP Financial Services 26,418.0 $468K 0.33% -2K -6.0% $17.72 +7.2%
62 AX AXOS FINANCIAL INC Financial Services 5,120.0 $436K 0.31% -381.0 -6.9% $85.09 +1.0%
63 FRME FIRST MERCHANTS CORP Financial Services 10,870.0 $421K 0.30% -655.0 -5.7% $38.73 +3.9%
64 WAL WESTERN ALLIANCE BANCORP Financial Services 5,731.0 $406K 0.29% -371.0 -6.1% $70.85 +8.7%
65 ABCB AMERIS BANCORP Financial Services 5,071.0 $395K 0.28% -381.0 -7.0% $77.99 +8.7%
66 ACADIAN ASSET MANAGEMENT INC 5,143.0 $280K 0.20% $54.42
67 PAMT CORP 25,000.0 $211K 0.15% $8.45
68 KROS KEROS THERAPEUTICS INC Healthcare 15,000.0 $166K 0.12% $11.04 +1.6%
69 ASTL ALGOMA STL GROUP INC Basic Materials 11,000.0 $45K 0.03% $4.13 +14.5%
Page 4 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%