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CIK: 0001904067
Total reported value
$142.8M
$142.8M
14 檔
86.5%
In Q1 2026, Strategic Value Bank Partners LLC's U.S. equity holdings reached a combined market value of $142.8M, distributed across 14 disclosed stock positions.
In Q1 2026, Strategic Value Bank Partners LLC displayed an active expansion posture, initiating 5 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FFWM | First Foundation Inc | Stock-Other | 21.46% | -21.46% | EXIT | |
| 2 | CBSH | Commerce Bancshares Inc | Stock-Financials | 18.84% | -18.84% | EXIT | |
| 3 | BBT | Beacon Financial CORP | Stock-Other | 10.06% | +3.24% | — | |
| 4 | CFG | Citizens Financial Group | Stock-Financials | 8.88% | -8.88% | EXIT | |
| 5 | PGC | Peapack Gladstone Finl CORP | Stock-Other | 7.16% | +5.38% | — | |
| 6 | MRBK | Meridian CORP | Stock-Other | 6.64% | +2.49% | — | |
| 7 | OCFC | Oceanfirst Financial CORP | Stock-Other | 6.08% | +2.50% | — | |
| 8 | WNEB | Western New England Bancorp | Stock-Other | 6.01% | +2.66% | — | |
| 9 | TCBX | Third Coast Bancshares Inc | Stock-Other | 3.22% | +0.92% | — | |
| 10 | SBFG | Sb Financial Group Inc | Stock-Other | 3.09% | +1.22% | — | |
| 11 | USB | US Bancorp | Stock-Financials | 2.80% | -2.80% | EXIT | |
| 12 | WAL | Western Alliance Bancorp | Stock-Financials | 2.69% | +1.37% | — | |
| 13 | VABK | Virginia National Bankshares | Stock-Other | 2.65% | +1.36% | — | |
| 14 | BCML | Baycom CORP | Stock-Other | 0.42% | -0.42% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PGC | Peapack Gladstone Finl CORP | -0.1% | — | Unchanged |
| 2 | USB | US Bancorp | -0.9% | — | Unchanged |
| 3 | VABK | Virginia National Bankshares | -0.9% | — | Unchanged |
| 4 | SBFG | Sb Financial Group Inc | -1.1% | — | Unchanged |
| 5 | BBT | Beacon Financial CORP | -1.2% | — | Unchanged |
| 6 | MRBK | Meridian CORP | -1.2% | — | Unchanged |
| 7 | WNEB | Western New England Bancorp | -1.5% | — | Unchanged |
| 8 | CFG | Citizens Financial Group | -2.1% | — | Unchanged |
| 9 | FFWM | First Foundation Inc | -7.1% | — | Unchanged |
| 10 | CBSH | Commerce Bancshares Inc | — | NEW | New buy |
| 11 | OCFC | Oceanfirst Financial CORP | — | NEW | New buy |
| 12 | WBS | Webster Financial CORP | — | EXIT | Sold out |
| 13 | BFINUSD | Bankfinancial CORP | — | EXIT | Sold out |
| 14 | TCBX | Third Coast Bancshares Inc | — | NEW | New buy |
| 15 | GABC | German American Bancorp | — | EXIT | Sold out |
| 16 | WAL | Western Alliance Bancorp | — | NEW | New buy |
| 17 | BCML | Baycom CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Strategic Value Bank Partners LLC reported a total U.S. public equity portfolio value of $142.8M across 14 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FFWM, CBSH, BBT) accounted for 86.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
CBSH
市值: $35.1M
Top Position Liquidated / Trimmed
WBS
前期市值: $8.8M
During Q1 2026, Strategic Value Bank Partners LLC's top holdings by market value included FFWM (21.5%)、CBSH (18.8%)、BBT (10.1%). The largest single position, FFWM, represented 21.5% of total portfolio value.
In Q1 2026, Strategic Value Bank Partners LLC made 8 total portfolio adjustments, initiating 5 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 3 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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