EJF Capital LP holds a diversified book of 72 stocks worth $149.5M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Firstsun Capital Bancorp and trimmed Simmons First Natl Corp-CL A. Their largest long position is Coastal South Bancshares Inc at 3% of the equity book. Cloning the disclosed picks since 2025 would be +28% (+36.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning EJF Capital LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as EJF Capital LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 74 / 72 | $37.6B |
| MORGAN STANLEY | 74 / 72 | $6.6B |
| JPMORGAN CHASE & CO | 74 / 72 | $6.5B |
| UBS Group AG | 74 / 72 | $2.3B |
| CITIGROUP INC | 74 / 72 | $443.2M |
| GEODE CAPITAL MANAGEMENT, LLC | 73 / 72 | $11.0B |
| FMR LLC | 73 / 72 | $7.7B |
| BANK OF AMERICA CORP /DE/ | 73 / 72 | $5.5B |
Ranked by how many of EJF Capital LP's top 72 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Coastalsouth Bancshares Inc COM NEW | $5.2M | 192.7K | 3.5% | —Held | |
| 2 | Simmons First Natl Corp CL A $1 PAR | $5.1M | 224.8K | 3.4% | ▼−8.1% Reduced · −20K sh | |
| 3 | First Busey Corp COM NEW | $4.4M | 149.4K | 2.9% | ▼−3.5% Reduced · −5K sh | |
| 4 | Metropolitan BK Hldg Corp COM | $4.3M | 43.5K | 2.9% | ▼−3.9% Reduced · −2K sh | |
| 5 | Valley Natl Bancorp COM | $4.1M | 283.1K | 2.8% | ▼−12% Reduced · −40K sh | |
| 6 | Banc Of California Inc COM | $4.1M | 203.0K | 2.8% | ▼−15% Reduced · −36K sh | |
| 7 | Genworth Finl Inc COM SHS | $4.1M | 428.0K | 2.7% | ▼−10% Reduced · −50K sh | |
| 8 | Wesbanco Inc COM | $4.0M | 102.5K | 2.7% | ▼−9.1% Reduced · −10K sh | |
| 9 | Beacon Financial Corp. COM | $3.9M | 128.5K | 2.6% | ▼−13% Reduced · −20K sh | |
| 10 | Commercial Bancgroup Inc COM | $3.9M | 119.7K | 2.6% | ▼−25% Reduced · −39K sh | |
| 11 | Firstsun Cap Bancorp Empty Title | $3.8M | 96.9K | 2.5% | ▲New New position | |
| 12 | Primis Financial Corp COM | $3.7M | 228.2K | 2.5% | ▲+20% Added · +39K sh | |
| 13 | CNB Finl Corp Pa COM | $3.7M | 109.1K | 2.5% | ▼−3.6% Reduced · −4K sh | |
| 14 | Avidbank Hldgs Inc COM | $3.6M | 109.3K | 2.4% | ▼−3.7% Reduced · −4K sh | |
| 15 | Cannae Hldgs Inc COM | $3.6M | 250.0K | 2.4% | ▲+25% Added · +50K sh | |
| 16 | Encore Cap Group Inc COM | $3.5M | 38.0K | 2.4% | ▼−16% Reduced · −7K sh | |
| 17 | Old Second Bancorp Inc Del COM | $3.5M | 151.4K | 2.4% | ▲+0.1% Added · +188 sh | |
| 18 | 1ST Finl Bancorp COM | $3.5M | 102.6K | 2.3% | ▼−10% Reduced · −12K sh | |
| 19 | Bridgewater Bancshares Inc COM | $3.5M | 164.8K | 2.3% | ▼−9.3% Reduced · −17K sh | |
| 20 | Northpointe Bancshares Inc. COM SHS | $3.4M | 177.1K | 2.3% | ▼−28% Reduced · −68K sh | |
| 21 | Southern First Bancshares COM | $3.3M | 54.3K | 2.2% | ▲New New position | |
| 22 | RBB Bancorp COM | $3.0M | 109.3K | 2.0% | ▲+0.4% Added · +401 sh | |
| 23 | First Horizon Corporation COM | $3.0M | 115.4K | 2.0% | ▼−20% Reduced · −29K sh | |
| 24 | Capital One Finl Corp COM | $2.9M | 14.7K | 2.0% | ▼−9.7% Reduced · −2K sh | |
| 25 | Jefferson Capital Inc COM | $2.8M | 145.4K | 1.9% | ▼−15% Reduced · −26K sh | |
| 26 | Bankunited Inc COM | $2.8M | 57.8K | 1.9% | ▼−3.6% Reduced · −2K sh | |
| 27 | Old Natl Bancorp Ind COM | $2.8M | 106.8K | 1.9% | ▼−9.1% Reduced · −11K sh | |
| 28 | Neptune Ins Hldgs Inc CL A | $2.6M | 83.6K | 1.8% | ▲+12% Added · +9K sh | |
| 29 | Orange Cnty Bancorp Inc COM | $2.6M | 70.5K | 1.7% | ▼−13% Reduced · −10K sh | |
| 30 | Corebridge Finl Inc COM | $2.6M | 89.9K | 1.7% | —Held | |
| 31 | Barclays PLC ADR | $2.5M | 94.2K | 1.7% | —Held | |
| 32 | First CTZNS Bancshares Inc D CL A | $2.5M | 1.2K | 1.7% | ▼−33% Reduced · −586 sh | |
| 33 | Provident Finl Svcs Inc COM | $2.5M | 105.4K | 1.7% | ▼−21% Reduced · −29K sh | |
| 34 | Coca Cola Cons Inc COM | $2.3M | 12.3K | 1.6% | —Held | |
| 35 | Oppenheimer Hldgs Inc CL A NON VTG | $2.1M | 20.0K | 1.4% | —Held | |
| 36 | Onespan Inc COM | $1.9M | 130.0K | 1.2% | —Held | |
| 37 | Blue Ridge Bankshares Inc Va COM | $1.7M | 473.4K | 1.1% | ▼−9.7% Reduced · −51K sh | |
| 38 | Equitable Hldgs Inc COM | $1.6M | 37.4K | 1.1% | —Held | |
| 39 | Wex Inc COM | $1.5M | 10.8K | 1.0% | ▲+16% Added · +2K sh | |
| 40 | KB Home COM | $1.5M | 24.0K | 1.0% | —Held | |
| 41 | Customers Bancorp Inc COM | $1.3M | 16.3K | 0.9% | ▼−26% Reduced · −6K sh | |
| 42 | Carter Bankshares Inc COM NEW | $1.2M | 36.0K | 0.8% | ▼−64% Reduced · −63K sh | |
| 43 | Green Dot Corp CL A | $1.2M | 87.9K | 0.8% | ▼−46% Reduced · −75K sh | |
| 44 | Wix Com Ltd SHS | $1.1M | 24.0K | 0.7% | —Held | |
| 45 | Hilltop Hldgs Inc COM | $985K | 25.4K | 0.7% | —Held | |
| 46 | Popular Inc COM NEW | $924K | 5.6K | 0.6% | ▼−2.2% Reduced · −127 sh | |
| 47 | Coastal Finl Corp Wa COM NEW | $919K | 11.9K | 0.6% | ▼−3.4% Reduced · −416 sh | |
| 48 | Hackett Group Inc COM | $915K | 85.0K | 0.6% | —Held | |
| 49 | Connectone Bancorp Inc COM | $894K | 26.7K | 0.6% | ▼−2.2% Reduced · −598 sh | |
| 50 | Rocket Cos Inc COM CL A | $866K | 55.0K | 0.6% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1353254/holdings"
Use Arkolith to show EJF Capital LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 72 | $149.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 69 | $141.9M | 13F-HR |
| Q4 2025 | Nov 12, 2025 | Nov 12, 2025 | 73 | $172.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.