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CIK: 0001470261
Total reported value
$283.5M
$283.5M
9 檔
69.5%
The Q1 2024 SEC filing reveals that Patriot Financial Partners Gp, LP held a total portfolio value of $283.5M, covering 9 public equity positions.
In Q1 2024, Patriot Financial Partners Gp, LP displayed an active expansion posture, initiating 0 new positions and adding to 7 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AMTB, USCB, EQBK) accounted for 69.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMTB | Amerant Bancorp Inc | Stock-Other | 20.11% | -1.22% | +8.79% | |
| 2 | USCB | Uscb Financial Holdings Inc | Stock-Other | 19.07% | -1.90% | — | |
| 3 | EQBK | Equity Bancshares Inc - Cl A | Stock-Other | 12.85% | +1.35% | +16.48% | |
| 4 | MCB | Metropolitan Bank Holding Co | Stock-Other | 10.98% | +4.44% | +6.25% | |
| 5 | BANC | Banc Of California Inc | Stock-Other | 10.52% | -4.79% | EXIT | |
| 6 | FRBA | First Bank/hamilton Nj | Stock-Other | 10.41% | +0.94% | +16.06% | |
| 7 | PEBO | Peoples Bancorp Inc | Stock-Other | 7.42% | +0.01% | — | |
| 8 | FRST | Primis Financial CORP | Stock-Other | 5.53% | +0.65% | +19.66% | |
| 9 | INBK | First Internet Bancorp | Stock-Other | 3.11% | +0.16% | +54.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BANC | Banc Of California Inc | +2.6% | +20.37% | Add |
| 2 | EQBK | Equity Bancshares Inc - Cl A | +1.7% | +16.48% | Add |
| 3 | INBK | First Internet Bancorp | +1.7% | +54.42% | Add |
| 4 | FRST | Primis Financial CORP | +0.6% | +19.66% | Add |
| 5 | FRBA | First Bank/hamilton Nj | +0.6% | +16.06% | Add |
| 6 | AMTB | Amerant Bancorp Inc | +0.2% | +8.79% | Add |
| 7 | PEBO | Peoples Bancorp Inc | -1.2% | — | Unchanged |
| 8 | USCB | Uscb Financial Holdings Inc | -1.9% | — | Unchanged |
| 9 | MCB | Metropolitan Bank Holding Co | -4.2% | +6.25% | Add |
According to official SEC Form 13F filings, Patriot Financial Partners Gp, LP reported a total U.S. public equity portfolio value of $283.5M across 9 disclosed positions in Q1 2024.
During Q1 2024, Patriot Financial Partners Gp, LP's top holdings by market value included AMTB (20.1%)、USCB (19.1%)、EQBK (12.8%). The largest single position, AMTB, represented 20.1% of total portfolio value.
In Q1 2024, Patriot Financial Partners Gp, LP made 7 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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