EJF Capital LLC 13F 持仓 · 2026年Q2
EJF Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 1.50 亿美元。前几大持仓：COSO（3.46%）、SFNC（3.41%）、BUSE（2.95%）。本季前 25 大持仓中：新建仓 2 只、增持 4 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | COSO | COASTALSOUTH BANCSHARES INC | $5.2M | 3.46% | 192,676 | 持平 |
| 2 | SFNC | SIMMONS FIRST NATL CORP | $5.1M | 3.41% | 224,842 | 减持 |
| 3 | BUSE | FIRST BUSEY CORP | $4.4M | 2.95% | 149,404 | 减持 |
| 4 | MCB | METROPOLITAN BK HLDG CORP | $4.3M | 2.87% | 43,477 | 减持 |
| 5 | BANC | BANC OF CALIFORNIA INC | $4.1M | 2.77% | 202,967 | 减持 |
| 6 | VLY | VALLEY NATL BANCORP | $4.1M | 2.77% | 283,082 | 减持 |
| 7 | GNW | GENWORTH FINL INC | $4.1M | 2.71% | 428,000 | 减持 |
| 8 | WSBC | WESBANCO INC | $4.0M | 2.67% | 102,453 | 减持 |
| 9 | BBT | BEACON FINANCIAL CORP. | $3.9M | 2.62% | 128,480 | 减持 |
| 10 | CBK | COMMERCIAL BANCGROUP INC | $3.9M | 2.59% | 119,725 | 减持 |
| 11 | FSUN | FIRSTSUN CAP BANCORP | $3.8M | 2.51% | 96,926 | 新建仓 |
| 12 | FRST | PRIMIS FINANCIAL CORP | $3.7M | 2.50% | 228,204 | 增持 |
| 13 | CCNE | CNB FINL CORP PA | $3.7M | 2.46% | 109,058 | 减持 |
| 14 | AVBH | AVIDBANK HLDGS INC | $3.6M | 2.42% | 109,350 | 减持 |
| 15 | CNNE | CANNAE HLDGS INC | $3.6M | 2.41% | 250,000 | 增持 |
| 16 | ECPG | ENCORE CAP GROUP INC | $3.5M | 2.37% | 38,000 | 减持 |
| 17 | OSBC | OLD SECOND BANCORP INC DEL | $3.5M | 2.36% | 151,358 | 增持 |
| 18 | BWB | BRIDGEWATER BANCSHARES INC | $3.5M | 2.32% | 164,752 | 减持 |
| 19 | FFBC | 1ST FINL BANCORP | $3.5M | 2.32% | 102,637 | 减持 |
| 20 | NPB | NORTHPOINTE BANCSHARES INC. | $3.4M | 2.27% | 177,121 | 减持 |
| 21 | SFST | SOUTHERN FIRST BANCSHARES | $3.3M | 2.22% | 54,318 | 新建仓 |
| 22 | RBB | RBB BANCORP | $3.0M | 2.00% | 109,258 | 增持 |
| 23 | FHN | FIRST HORIZON CORPORATION | $3.0M | 1.98% | 115,389 | 减持 |
| 24 | COF | CAPITAL ONE FINL CORP | $2.9M | 1.97% | 14,690 | 减持 |
| 25 | JCAP | JEFFERSON CAPITAL INC | $2.8M | 1.89% | 145,387 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR