Strategic Value Bank Partners LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Strategic Value Bank Partners LLC disclosed 14 US equity positions worth $186.1m in its Q1 2026 13F filing. The largest position was 2682426D at 21.5% of the reported book, followed by CBSH and BBT.
What did Strategic Value Bank Partners LLC own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | 2682426D FIRST FOUNDATION INC | 21.5% | $39.9m | 6,768,343 | – | ||
| 2 | CBSH COMMERCE BANCSHARES INC | Financial Services | 18.8% | $35.1m | 712,590 | – | |
| 3 | BBT BEACON FINANCIAL CORP | Financial Services | 10.1% | $18.7m | 623,747 | – | |
| 4 | CFG CITIZENS FINANCIAL GROUP | Financial Services | 8.9% | $16.5m | 275,500 | – | |
| 5 | PGC PEAPACK GLADSTONE FINL CORP | Financial Services | 7.2% | $13.3m | 378,416 | – | |
| 6 | MRBK MERIDIAN CORP | 6.6% | $12.3m | 651,298 | – | ||
| 7 | OCFC OCEANFIRST FINANCIAL CORP | Financial Services | 6.1% | $11.3m | 627,333 | – | |
| 8 | WNEB WESTERN NEW ENGLAND BANCORP | 6.0% | $11.2m | 865,565 | – | ||
| 9 | TCBX THIRD COAST BANCSHARES INC | 3.2% | $6.0m | 158,469 | – | ||
| 10 | SBFG SB FINANCIAL GROUP INC | 3.1% | $5.8m | 274,163 | – | ||
| 11 | USB US BANCORP | Financial Services | 2.8% | $5.2m | 100,000 | – | |
| 12 | WAL WESTERN ALLIANCE BANCORP | Financial Services | 2.7% | $5.0m | 70,602 | – | |
| 13 | VABK VIRGINIA NATIONAL BANKSHARES | 2.6% | $4.9m | 128,953 | – | ||
| 14 | BCML BAYCOM CORP | 0.4% | $784.5k | 26,393 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.