JACOBS ASSET MANAGEMENT, LLC
NEW YORK NY · SEC CIK 0001351063
$1.59亿2026Q2 申报市值
23持仓数
68.6%前十大占比 · 第一大 11.8%
3 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WEX 新建仓+$423.27万
BLUE RIDGE BANKS 加仓+$106.33万
CCB 加仓+$95.65万
AOMR 加仓+$63.18万
FBK 加仓+$55.35万
2026Q2 卖出最多 按季末市值估算
BPOP 清仓-$670.85万
COFS 清仓-$551.79万
CBK 减仓-$463.21万
HBNC 清仓-$439.11万
EVER 减仓-$389.90万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KRE | SPDR SERIES TRUST 看跌期权 | $1,871.25万 | 11.77% | 250,000 | 250,000 | — | $1,871.25万 | 新建仓 |
| SII | SPROTT INC | $1,463.63万 | 9.21% | 130,274 | -29,753 | -18.6% | -$334.27万 | 减仓 |
| QNST | QUINSTREET INC | $1,391.75万 | 8.76% | 950,000 | -184,300 | -16.2% | -$270.00万 | 减仓 |
| MAX | MEDIAALPHA INC | $1,156.14万 | 7.27% | 919,761 | -4,682 | -0.5% | -$5.89万 | 减仓 |
| GOLD | GOLD COM INC | $1,102.66万 | 6.94% | 265,000 | 7,500 | 2.9% | $31.21万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $997.62万 | 6.28% | 115,000 | -35,000 | -23.3% | -$303.62万 | 减仓 |
| CCB | COASTAL FINL CORP WA | $786.62万 | 4.95% | 101,486 | 12,340 | 13.8% | $95.65万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II 看跌期权 | $743.84万 | 4.68% | 80,000 | 80,000 | — | $743.84万 | 新建仓 |
| TFIN | TRIUMPH FINANCIAL INC | $711.34万 | 4.48% | 93,217 | -24,283 | -20.7% | -$185.30万 | 减仓 |
| QCRH | QCR HLDGS INC | $681.45万 | 4.29% | 70,000 | -30,000 | -30.0% | -$292.05万 | 减仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $671.30万 | 4.22% | 350,000 | -75,000 | -17.6% | -$143.85万 | 减仓 |
| EVER | EVERQUOTE INC | $569.55万 | 3.58% | 239,408 | -163,892 | -40.6% | -$389.90万 | 减仓 |
| NBHC | NATIONAL BK HLDGS CORP | $533.16万 | 3.35% | 120,000 | 0 | 0.0% | — | 不变 |
| MYFW | FIRST WESTN FINL INC | $449.54万 | 2.83% | 140,000 | -117,819 | -45.7% | -$378.32万 | 减仓 |
| CBK | COMMERCIAL BANCGROUP INC | $435.92万 | 2.74% | 135,000 | -143,454 | -51.5% | -$463.21万 | 减仓 |
| WEX | WEX INC | $423.27万 | 2.66% | 30,000 | 30,000 | — | $423.27万 | 新建仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $403.68万 | 2.54% | 444,585 | 69,585 | 18.6% | $63.18万 | 加仓 |
| TCBK | TRICO BANCSHARES | $368.48万 | 2.32% | 68,428 | -6,572 | -8.8% | -$35.39万 | 减仓 |
| OFG | OFG BANCORP | $343.49万 | 2.16% | 70,000 | -20,000 | -22.2% | -$98.14万 | 减仓 |
| FBK | FB FINL CORP | $332.10万 | 2.09% | 60,000 | 10,000 | 20.0% | $55.35万 | 加仓 |
| AVBH | AVIDBANK HLDGS INC | $237.54万 | 1.49% | 71,915 | -16,970 | -19.1% | -$56.05万 | 减仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $176.89万 | 1.11% | 501,105 | 301,227 | 150.7% | $106.33万 | 加仓 |
| TREE | LENDINGTREE INC | $44.29万 | 0.28% | 10,000 | -5,000 | -33.3% | -$22.14万 | 减仓 |
| BPOP | POPULAR INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$670.85万 | 清仓 |
| COFS | CHOICEONE FINANCIA | $0 | 0.00% | 0 | -196,227 | -100.0% | -$551.79万 | 清仓 |
| HBNC | HORIZON BANCORP IND | $0 | 0.00% | 0 | -265,000 | -100.0% | -$439.11万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -262,500 | -100.0% | -$327.60万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -62,500 | -100.0% | -$307.50万 | 清仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $0 | 0.00% | 0 | -150,000 | -100.0% | -$302.40万 | 清仓 |
| GDOT | GREEN DOT CORP | $0 | 0.00% | 0 | -225,000 | -100.0% | -$252.45万 | 清仓 |
| CVBF | CVB FINL CORP | $0 | 0.00% | 0 | -60,000 | -100.0% | -$116.34万 | 清仓 |