JACOBS ASSET MANAGEMENT, LLC
NEW YORK NY · SEC CIK 0001351063
$1.67亿2026Q1 申报市值
28持仓数
61.8%前十大占比 · 第一大 13.7%
2 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TFIN 加仓+$632.41万
EVER 加仓+$414.52万
SFBS 加仓+$364.15万
CBSH 新建仓+$307.50万
QNST 加仓+$242.36万
2026Q1 卖出最多 按季末市值估算
ALL 清仓-$1,009.53万
FCNCA 清仓-$751.16万
PB BANKSHARES IN 清仓-$431.92万
CBC 清仓-$265.32万
OSBC 减仓-$265.06万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SII | SPROTT INC | $2,286.79万 | 13.69% | 160,027 | -5,440 | -3.3% | -$77.74万 | 减仓 |
| QNST | QUINSTREET INC | $1,362.29万 | 8.15% | 1,134,300 | 201,800 | 21.6% | $242.36万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $1,092.45万 | 6.54% | 150,000 | 50,000 | 50.0% | $364.15万 | 加仓 |
| GOLD | GOLD COM INC | $1,032.06万 | 6.18% | 257,500 | -42,500 | -14.2% | -$170.34万 | 减仓 |
| MAX | MEDIAALPHA INC | $859.73万 | 5.15% | 924,443 | 219,144 | 31.1% | $203.80万 | 加仓 |
| QCRH | QCR HLDGS INC | $854.50万 | 5.11% | 100,000 | -9,694 | -8.8% | -$82.84万 | 减仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $733.55万 | 4.39% | 425,000 | -50,000 | -10.5% | -$86.30万 | 减仓 |
| CBK | COMMERCIAL BANCGROUP INC | $724.54万 | 4.34% | 278,454 | -41,546 | -13.0% | -$108.10万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL INC | $701.00万 | 4.20% | 117,500 | 106,003 | 922.0% | $632.41万 | 加仓 |
| CCB | COASTAL FINL CORP WA | $678.40万 | 4.06% | 89,146 | 697 | 0.8% | $5.30万 | 加仓 |
| BPOP | POPULAR INC | $670.85万 | 4.01% | 50,000 | 0 | 0.0% | — | 不变 |
| MYFW | FIRST WESTN FINL INC | $633.72万 | 3.79% | 257,819 | -9,921 | -3.7% | -$24.39万 | 减仓 |
| EVER | EVERQUOTE INC | $621.89万 | 3.72% | 403,300 | 268,819 | 199.9% | $414.52万 | 加仓 |
| COFS | CHOICEONE FINANCIA | $551.79万 | 3.30% | 196,227 | 32,330 | 19.7% | $90.91万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $469.92万 | 2.81% | 120,000 | -65,000 | -35.1% | -$254.54万 | 减仓 |
| HBNC | HORIZON BANCORP IND | $439.11万 | 2.63% | 265,000 | 0 | 0.0% | — | 不变 |
| OFG | OFG BANCORP | $364.14万 | 2.18% | 90,000 | 10,670 | 13.5% | $43.17万 | 加仓 |
| TCBK | TRICO BANCSHARES | $356.55万 | 2.13% | 75,000 | 7,500 | 11.1% | $35.66万 | 加仓 |
| — | HERITAGE COMM CORP | $327.60万 | 1.96% | 262,500 | 62,500 | 31.2% | $78.00万 | 加仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $308.25万 | 1.84% | 375,000 | 87,500 | 30.4% | $71.92万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $307.50万 | 1.84% | 62,500 | 62,500 | — | $307.50万 | 新建仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $302.40万 | 1.81% | 150,000 | -131,477 | -46.7% | -$265.06万 | 减仓 |
| FBK | FB FINL CORP | $259.70万 | 1.55% | 50,000 | 0 | 0.0% | — | 不变 |
| AVBH | AVIDBANK HLDGS INC | $253.32万 | 1.52% | 88,885 | -46,115 | -34.2% | -$131.43万 | 减仓 |
| GDOT | GREEN DOT CORP | $252.45万 | 1.51% | 225,000 | 120,464 | 115.2% | $135.16万 | 加仓 |
| CVBF | CVB FINL CORP | $116.34万 | 0.70% | 60,000 | 5,471 | 10.0% | $10.61万 | 加仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $83.95万 | 0.50% | 199,878 | -87,500 | -30.4% | -$36.75万 | 减仓 |
| TREE | LENDINGTREE INC | $64.32万 | 0.38% | 15,000 | 15,000 | — | $64.32万 | 新建仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -48,500 | -100.0% | -$1,009.53万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -3,500 | -100.0% | -$751.16万 | 清仓 |
| — | PB BANKSHARES INC | $0 | 0.00% | 0 | -204,218 | -100.0% | -$431.92万 | 清仓 |
| CBC | CENTRAL BANCOMPANY | $0 | 0.00% | 0 | -110,000 | -100.0% | -$265.32万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -7,500 | -100.0% | -$170.79万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -259,000 | -100.0% | -$113.44万 | 清仓 |