Strategic Value Bank Partners LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Strategic Value Bank Partners LLC disclosed 10 US equity positions worth $142.8m in its Q2 2026 13F filing. The largest position was FSUN at 31.3% of the reported book, followed by BBT and PGC. Against the Q1 2026 filing, it opened 1 new position, added to 0 and reduced 2 among the top 10 holdings.
What did Strategic Value Bank Partners LLC own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | FSUN FIRSTSUN CAPITAL BANCORP | 31.3% | $44.6m | 1,151,160 | – | new | |
| 2 | BBT BEACON FINANCIAL CORP | Financial Services | 13.3% | $19.0m | 623,747 | 0% | held |
| 3 | PGC PEAPACK GLADSTONE FINL CORP | Financial Services | 12.5% | $17.9m | 378,416 | 0% | held |
| 4 | MRBK MERIDIAN CORP | 9.1% | $13.0m | 651,298 | 0% | held | |
| 5 | WNEB WESTERN NEW ENGLAND BANCORP | 8.7% | $12.4m | 865,565 | 0% | held | |
| 6 | OCFC OCEANFIRST FINANCIAL CORP | Financial Services | 8.6% | $12.3m | 627,333 | 0% | held |
| 7 | SBFG SB FINANCIAL GROUP INC | 4.3% | $6.2m | 243,628 | -11% | reduced | |
| 8 | TCBX THIRD COAST BANCSHARES INC | 4.1% | $5.9m | 146,474 | -8% | reduced | |
| 9 | WAL WESTERN ALLIANCE BANCORP | Financial Services | 4.1% | $5.8m | 70,602 | 0% | held |
| 10 | VABK VIRGINIA NATIONAL BANKSHARES | 4.0% | $5.7m | 128,953 | 0% | held |
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.