EJF Capital
EJF Capital reported 72 stocks worth $150M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are COSO (3.5%), SFNC (3.4%) and BUSE (3.0%). Compared with Q1 2026, the fund opened new positions in FSUN, SFST and RKT, added to FRST, CNNE and OSBC, trimmed SFNC, BUSE and MCB and sold out of CBNA and TMP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  COSO Coastalsouth Bancshares Inc | $5.2M | 3.5% | 193K | No change | 4 of 8 | |
| 2 |  SFNC Simmons 1ST Natl Corp | $5.1M | 3.4% | 225K | −20K (−8%) | 4 of 8 | |
| 3 |  BUSE First Busey Corp | $4.4M | 3.0% | 149K | −5,430 (−4%) | 6 of 8 | |
| 4 |  MCB Metropolitan BK Hldg Corp | $4.3M | 2.9% | 43K | −1,773 (−4%) | 4 of 8 | |
| 5 |  VLY Valley Natl Bancorp | $4.1M | 2.8% | 283K | −40K (−12%) | 8 of 8 | |
| 6 |  BANC Banc of California Inc | $4.1M | 2.8% | 203K | −36K (−15%) | 8 of 8 | |
| 7 |  GNW Genworth Finl Inc | $4.1M | 2.7% | 428K | −50K (−10%) | 8 of 8 | |
| 8 |  WSBC Wesbanco Inc | $4M | 2.7% | 102K | −10K (−9%) | 7 of 8 | |
| 9 |  BBT Berkshire Hills Bancorp Inc | $3.9M | 2.6% | 128K | −20K (−13%) | 6 of 8 | |
| 10 |  CBK Commercial Bancgroup Inc | $3.9M | 2.6% | 120K | −39K (−25%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →EJF Capital 13F FAQ
What does EJF Capital own?
EJF Capital reported 72 stocks worth $150M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are COSO (3.5%), SFNC (3.4%) and BUSE (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did EJF Capital buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 6 added to, 44 trimmed and 2 sold out. New positions include FSUN, SFST and RKT. It sold all of CBNA and TMP.
When will EJF Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is EJF Capital's portfolio worth?
The Q2 2026 filing reports $150M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.