Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Azora Capital LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Azora Capital LP (CIK 1700272) reported $2.37B across 47 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BAC ($238.3M, 10.04%), BEN ($229.8M, 9.68%), VLY ($150.1M, 6.32%), LPLA ($148.1M, 6.24%), WT ($104.7M, 4.41%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BACBANK OF AMER CORP$238.3M10.04%4.2MNew
2BENFRANKLIN RESOURCES INC$229.8M9.68%6.9MAdded
3VLYVALLEY NATL BANCORP$150.1M6.32%10.2MAdded
4LPLALPL FINL HLDGS INC$148.1M6.24%525,867Added
5WTWISDOMTREE INC$104.7M4.41%6.2MAdded
6SLMSLM CORP$97.9M4.13%3.8MAdded
7XYZBLOCK INC$80.5M3.39%1.1MAdded
8STTSTATE STR CORP$68.9M2.90%406,286New
9IBOCINTERNATIONAL BANCSHARES COR$67.3M2.83%885,768Trimmed
10OMFONEMAIN HLDGS INC$64.9M2.73%1.1MAdded
11EVREVERCORE INC$63.5M2.68%186,028New
12HBANHUNTINGTON BANCSHARES INC$63.3M2.67%3.6MNew
13HOMBHOME BANCSHARES INC$62.0M2.61%2.2MAdded
14MKTXMARKETAXESS HLDGS INC$58.2M2.45%513,081New
15ZIONZIONS BANCORPORATION NATL AS$52.2M2.20%754,919New
16PJTPJT PARTNERS INC$48.7M2.05%322,481New
17NPNEPTUNE INS HLDGS INC$46.2M1.95%1.5MAdded
18FCFSFIRSTCASH HOLDINGS INC$45.6M1.92%210,705Added
19ALLYALLY FINL INC$42.6M1.79%926,211New
20BULLWEBULL CORP$42.5M1.79%6.5MNew
21TCBITEXAS CAP BANCSHARES INC$42.1M1.77%407,750Added
22UMBFUMB FINL CORP$39.2M1.65%274,871New
23SEICSEI INVTS CO$38.9M1.64%443,189New
24SYFSYNCHRONY FINANCIAL$36.6M1.54%481,469New
25ARXACCELERANT HOLDINGS$35.7M1.51%3.0MAdded

Source: SEC Form 13F filings · as of 2026-06-30