PATRIOT FINANCIAL PARTNERS GP, LP

CIK 1470261 · View on SEC EDGAR ↗

Portfolio value
$283.5M
#5,350 of 9,443 by 13F value · top 56.7%
Positions
9
As of
June 30, 2025 Data as of Q2 2025

Portfolio value QoQ: -4.4% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
8
Effective number of positions
5.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2025: 0.41% Est. buys $1,188,000 · sells $14,267,610

New positions
0
Increased
1
Decreased
1
Closed
1
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Performance vs S&P 500

Tracked Q4 2024–Q2 2025
-3.2%
S&P 500 total return (same window)
+5.3%
Excess return
-8.5%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Financials
100.0%

Full portfolio 9 positions

Type Streak 8Q trend
USCB USCB Financial Holdings, Inc. - Class A Common Stock $74,196,935 26.17% 4,485,909 $-9,061,536
MCB Metropolitan Bank Holding Corp. Common Stock $53,541,880 18.88% 764,884 $10,716,025
EQBK Equity Bancshares, Inc. Class A Common Stock $49,662,331 17.52% 1,217,214 $1,704,099
AMTB Amerant Bancorp Inc. Class A Common Stock $42,213,187 14.89% 2,315,589 $-5,580,570
FRBA First Bank - Common Stock $31,426,330 11.08% 2,031,437 $1,340,748
FRST Primis Financial Corp. - Common Stock $13,210,211 4.66% 1,217,531 $1,314,933
INBK First Internet Bancorp - Common Stock $10,779,341 3.80% 400,719 $-25,907 Down ×1
FFIC Flushing Financial Corporation - Common Stock $8,019,000 2.83% 675,000 $716,500 Up ×2
PEBO Peoples Bancorp Inc. - Common Stock $479,142 0.17% 15,689 $13,806

Top movers (QoQ)

Security Action Shares Δ Value Δ
MCB Price move only +0 +$10.7M
USCB Price move only +0 -$9.1M
AMTB Price move only +0 -$5.6M
EQBK Price move only +0 +$1.7M
FRBA Price move only +0 +$1.3M
FRST Price move only +0 +$1.3M
FFIC Bought more +100K +$716K
INBK Trimmed -3K -$26K
PEBO Price move only +0 +$14K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
BANC June 30, 2025 1,000,232 $14,193,285 34.2%