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Azora Capital LP

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13F filer, CIK 1700272, MIAMI, FL

Azora Capital LP reported $2,373,566,834 across 47 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 52.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013594-26-000895

Period
2026-06-30
Reported value
$2.37B
Holdings
47
Top 10 weight
52.69%
New
24
Sold out
22

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BACnew+4,182,530$238M
STTnew+406,286$68.9M
EVRnew+186,028$63.5M
HBANnew+3,569,496$63.3M
BENadded+1,808,672$60.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BBTexited-3,137,941-$94.1M
VIRTexited-1,880,990-$82.7M
SCHWexited-589,547-$55.4M
RIOTexited-3,732,717-$46.1M
PBreduced-537,308-$39.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001013594-26-000895, largest first. % of portfolio is the value over $2,373,566,834, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 315,833 shares; 2025Q1: 3,344,363 shares; 2025Q2: 2,965,563 shares; 2025Q3: 2,799,458 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,182,530 shares 4,182,530$238M10.04%newTimeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,188,729 shares; 2025Q3: 3,242,470 shares; 2025Q4: 5,796,575 shares; 2026Q1: 5,099,949 shares; 2026Q2: 6,908,621 shares 6,908,621$230M9.68%+1,808,672Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,728,285 shares; 2025Q4: 7,798,088 shares; 2026Q1: 8,948,599 shares; 2026Q2: 10,247,196 shares 10,247,196$150M6.32%+1,298,597Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643,544 shares; 2024Q4: 416,185 shares; 2025Q1: 442,434 shares; 2025Q2: 472,352 shares; 2025Q3: 353,356 shares; 2025Q4: 448,189 shares; 2026Q1: 427,338 shares; 2026Q2: 525,867 shares 525,867$148M6.24%+98,529Timeline
WTWISDOMTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,609,577 shares; 2024Q4: 10,576,624 shares; 2025Q1: 9,069,642 shares; 2025Q2: 7,069,860 shares; 2025Q3: 5,628,932 shares; 2025Q4: 6,150,111 shares; 2026Q1: 5,987,605 shares; 2026Q2: 6,180,510 shares 6,180,510$105M4.41%+192,905Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 665,688 shares; 2026Q1: 3,205,808 shares; 2026Q2: 3,774,739 shares 3,774,739$97.9M4.13%+568,931Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503,402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 695,247 shares; 2026Q2: 1,059,160 shares 1,059,160$80.5M3.39%+363,913Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 818,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 406,286 shares 406,286$68.9M2.9%newTimeline
IBOCINTERNATIONAL BANCSHARES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905,453 shares; 2024Q4: 737,586 shares; 2025Q1: 947,229 shares; 2025Q2: 1,090,166 shares; 2025Q3: 1,128,361 shares; 2025Q4: 1,524,345 shares; 2026Q1: 1,312,674 shares; 2026Q2: 885,768 shares 885,768$67.3M2.83%-426,906Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 760,598 shares; 2025Q1: 710,883 shares; 2025Q2: 295,425 shares; 2025Q3: 438,632 shares; 2025Q4: 1,362,934 shares; 2026Q1: 290,665 shares; 2026Q2: 1,063,857 shares 1,063,857$64.9M2.73%+773,192Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,954 shares; 2025Q4: 118,110 shares; 2026Q1: not reported; 2026Q2: 186,028 shares 186,028$63.5M2.68%newTimeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,569,496 shares 3,569,496$63.3M2.67%newTimeline
HOMBHOME BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029,342 shares; 2026Q2: 2,172,583 shares 2,172,583$62M2.61%+1,143,241Timeline
MKTXMARKETAXESS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,150 shares; 2024Q4: 43,756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 513,081 shares 513,081$58.2M2.45%newTimeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 754,919 shares 754,919$52.2M2.2%newTimeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,404 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 322,481 shares 322,481$48.7M2.05%newTimeline
NPNEPTUNE INS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743,987 shares; 2026Q1: 954,029 shares; 2026Q2: 1,467,570 shares 1,467,570$46.2M1.95%+513,541Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,997 shares; 2026Q2: 210,705 shares 210,705$45.6M1.92%+113,708Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,041,535 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 926,211 shares 926,211$42.6M1.79%newTimeline
BULLWEBULL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770,575 shares; 2025Q3: 3,289,043 shares; 2025Q4: 1,800,423 shares; 2026Q1: not reported; 2026Q2: 6,516,371 shares 6,516,371$42.5M1.79%newTimeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 322,659 shares; 2025Q1: 385,424 shares; 2025Q2: 930,014 shares; 2025Q3: 1,036,613 shares; 2025Q4: 675,833 shares; 2026Q1: 400,000 shares; 2026Q2: 407,750 shares 407,750$42.1M1.77%+7,750Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,978 shares; 2024Q4: 179,645 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 274,871 shares 274,871$39.2M1.65%newTimeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 371,665 shares; 2025Q2: 777,952 shares; 2025Q3: not reported; 2025Q4: 216,465 shares; 2026Q1: not reported; 2026Q2: 443,189 shares 443,189$38.9M1.64%newTimeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,330 shares; 2024Q4: 2,107,839 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,497 shares; 2025Q4: 667,070 shares; 2026Q1: not reported; 2026Q2: 481,469 shares 481,469$36.6M1.54%newTimeline
ARXACCELERANT HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627,118 shares; 2025Q4: 2,439,094 shares; 2026Q1: 1,980,211 shares; 2026Q2: 3,049,846 shares 3,049,846$35.7M1.51%+1,069,635Timeline
AAMIACADIAN ASSET MANAGEMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,028,358 shares; 2024Q4: 1,565,866 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 329,349 shares; 2026Q2: 496,005 shares 496,005$35.5M1.49%+166,656Timeline
CCBCOASTAL FINL CORP WAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 397,994 shares; 2025Q1: 594,142 shares; 2025Q2: 751,098 shares; 2025Q3: 591,020 shares; 2025Q4: 618,244 shares; 2026Q1: 658,617 shares; 2026Q2: 457,333 shares 457,333$35.4M1.49%-201,284Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,708 shares; 2026Q1: not reported; 2026Q2: 1,028,488 shares 1,028,488$33M1.39%newTimeline
PRGPROG HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 79,150 shares; 2025Q1: 85,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 966,576 shares; 2026Q2: 690,331 shares 690,331$32.2M1.36%-276,245Timeline
PBPROSPERITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 936,043 shares; 2026Q2: 398,735 shares 398,735$29.1M1.23%-537,308Timeline
PIPRPIPER SANDLER COMPANIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380,367 shares 380,367$27.5M1.16%newTimeline
BPOPPOPULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 159,253 shares 159,253$26.1M1.1%newTimeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 419,830 shares 419,830$25.4M1.07%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,992,760 shares; 2025Q2: 5,435,076 shares; 2025Q3: 2,607,082 shares; 2025Q4: not reported; 2026Q1: 671,113 shares; 2026Q2: 1,745,536 shares 1,745,536$23.3M0.98%+1,074,423Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 281,924 shares 281,924$20.3M0.86%newTimeline
CBCCENTRAL BANCOMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 581,710 shares; 2026Q1: 583,336 shares; 2026Q2: 613,246 shares 613,246$18.6M0.78%+29,910Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058,002 shares; 2024Q4: not reported; 2025Q1: 130,324 shares; 2025Q2: 564,792 shares; 2025Q3: 1,144,472 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,101,641 shares 1,101,641$18M0.76%newTimeline
LCLNLINCOLN INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606,033 shares 606,033$14.5M0.61%newTimeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211,758 shares 211,758$10.6M0.45%newTimeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,009 shares 38,009$10.2M0.43%newTimeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 890,561 shares; 2026Q1: 259,577 shares; 2026Q2: 394,535 shares 394,535$9.67M0.41%+134,958Timeline
ANDGANDERSEN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 222,996 shares 222,996$8.41M0.35%newTimeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 715,390 shares; 2025Q1: 1,231,874 shares; 2025Q2: 1,736,032 shares; 2025Q3: 2,265,066 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 746,114 shares 746,114$7.98M0.34%newTimeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516,874 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,278,151 shares; 2025Q3: 3,703,734 shares; 2025Q4: 500,720 shares; 2026Q1: 500,720 shares; 2026Q2: 500,720 shares 500,720$7.9M0.33%0Timeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 708,335 shares; 2026Q2: 629,909 shares 629,909$6.73M0.28%-78,426Timeline
SFNCSIMMONS FIRST NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687,380 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 226,123 shares 226,123$5.12M0.22%newTimeline
SLNHSOLUNA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,856 shares; 2025Q4: 29,369 shares; 2026Q1: 23,934 shares; 2026Q2: 23,934 shares 23,934$32.3K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BBTBEACON FINANCIAL CORP.3,137,941$94.1Mshares
VIRTVIRTU FINL INC1,880,990$82.7Mshares
SCHWCHARLES SCHWAB CORP (THE)589,547$55.4Mshares
RIOTRIOT PLATFORMS INC3,732,717$46.1Mshares
HUTHUT 8 CORP764,573$35.9Mshares
EWBCEAST WEST BANCORP INC311,949$33.3Mshares
BTDRBITDEER TECHNOLOGIES GROUP3,347,667$29Mshares
KLARKLARNA GROUP PLC1,544,803$20.2Mshares
BITFBITFARMS LTD10,194,455$19.9Mshares
IWMISHARES TR69,401$17.2Mshares
MTBM & T BK CORP74,276$14.9Mshares
IBKRINTERACTIVE BROKERS GROUP IN211,418$14.2Mshares
PNFPPINNACLE FINL PARTNERS INC149,042$12.8Mshares
BRBSBLUE RIDGE BANKSHARES INC VA2,703,441$11.4Mshares
SSBSOUTHSTATE BK CORP118,438$11Mshares
PFSIPENNYMAC FINL SVCS INC NEW109,878$9.6Mshares
WLTHWEALTHFRONT CORP811,056$7.5Mshares
WULFTERAWULF INC224,537$3.24Mshares
FHIFEDERATED HERMES INC53,897$3.06Mshares
DAVEDAVE INC12,649$2.2Mshares
SPYSTATE STR SPDR S&P 500 ETF T2,286$1.49Mshares
GLBEGLOBAL E ONLINE LTD21,273$656Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001013594-26-000895 base2026-08-14acceptance time not in the bulk data set