EJF Capital LLC

EJF Capital LLC is an institution, managing $174.8M across 74 long positions as of Q3 2025 with 66% Financial Services concentration.

Top Holdings

Largest long holdings in EJF Capital LLC's portfolio (34.7% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 CoastalSouth Bancshares COSO	Unknown Unknown	$20.3M	11.60%	+$20.3M New	— 930.2K shares	Q3 2025 Held for 2 months
2 Acadian Asset Management Inc. AAMI	Unknown Unknown	$5.6M	3.20%	-$438.3K Sold	0.32% 116.0K shares	Q4 2024 Held for 11 months
3 WesBanco WSBC	Banks - Regional Financial Services	$4.5M	2.59%	+$326.0K Bought	0.15% 141.7K shares	Q4 2024 Held for 11 months
4 Valley National Bank VLY	Banks - Regional Financial Services	$4.5M	2.58%	+$117.8K Bought	0.08% 424.9K shares	Q1 2023 Held for 2y 8m
5 Genworth Financial GNW	Insurance - Life Financial Services	$4.5M	2.56%	—	0.12% 502.0K shares	Q1 2023 Held for 2y 8m
6 Eagle Financial Services EFSI	Unknown Unknown	$4.5M	2.55%	-$373.3K Sold	2.19% 117.7K shares	Q1 2025 Held for 8 months
7 Simmons First National SFNC	Banks - Regional Financial Services	$4.3M	2.48%	+$4.3M New	0.16% 225.8K shares	Q3 2025 Held for 2 months
8 Capital One Financial COF	Financial - Credit Services Financial Services	$4.2M	2.41%	+$97.6K Bought	0.00% 19.8K shares	Q4 2017 Held for 7y 11m
9 First Horizon FHN	Banks - Regional Financial Services	$4.2M	2.40%	+$115.4K Bought	0.04% 185.8K shares	Q3 2023 Held for 2y 2m
10 First Citizens BancShares FCNCA	Banks - Regional Financial Services	$4.1M	2.33%	+$114.5K Bought	0.02% 2.3K shares	Q3 2018 Held for 7y 2m

Portfolio activity, position movements, and quarter-over-quarter changes in EJF Capital LLC's latest filing

Market Value

$174.8M

Prior: $128.0M

Q/Q Change

+36.57%

+$46.8M

Net Flows % of MV

+13.84%

Turnover Ratio

20.78%

New Purchases

4 stocks

$30.6M

Added To

34 stocks

+$10.9M

Sold Out Of

10 stocks

$9.2M

Reduced Holdings

14 stocks

-$8.0M

Position	Shares Δ	Change
1 CoastalSouth Bancshares COSO	New	0 → 930.2K +$20.3M
2 Simmons First National SFNC	New	0 → 225.8K +$4.3M
3 BBT BB&T Corporation BBT	New	0 → 131.1K +$3.1M
4 AVBH Avidbank Holdings, Inc. AVBH	New	0 → 110.9K +$2.8M
5 First Foundation FFWM	+267.36%	180.0K → 661.3K +$2.7M

Position	Shares Δ	Change
1 Berkshire Hills Bancorp BHLB	Sold	85.4K → 0 −$2.1M
2 Veritex Holdings VBTX	Sold	80.7K → 0 −$2.1M
3 PCB Bancorp PCB	Sold	40.0K → 0 −$839.2K
4 Brookline Bancorp BRKL	Sold	76.7K → 0 −$808.7K
5 Byline Bancorp, Inc. BY	Sold	30.0K → 0 −$801.9K