Azora Capital LP — 13F holdings

Azora Capital LP reported 47 holdings worth $2.37B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BAC BANK AMERICA CORP — $238M (10.0%)
2. BEN FRANKLIN RESOURCES INC — $230M (9.7%)
3. VLY VALLEY NATL BANCORP — $150M (6.3%)
4. LPLA LPL FINL HLDGS INC — $148M (6.2%)
5. WT WISDOMTREE INC — $105M (4.4%)
6. SLM SLM CORP — $97.9M (4.1%)
7. XYZ BLOCK INC — $80.5M (3.4%)
8. STT STATE STR CORP — $68.9M (2.9%)
9. IBOC INTERNATIONAL BANCSHARES COR — $67.3M (2.8%)
10. OMF ONEMAIN HLDGS INC — $64.9M (2.7%)