§ 13F · FUND PROFILE
STRATEGIC VALUE BANK PARTNERS LLC.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $175M (13F)Positions · 15Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$58M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FFWM | FIRST FOUNDATION INC | 6.77M | $40M | 21.5% | ±0% |
| 2 | CBSH | COMMERCE BANCSHARES INC | 713K | $35M | 18.8% | NEW |
| 3 | BBT | BEACON FINANCIAL CORP | 624K | $19M | 10.1% | ±0% |
| 4 | CFG | CITIZENS FINANCIAL GROUP | 276K | $17M | 8.9% | ±0% |
| 5 | PGC | PEAPACK GLADSTONE FINL CORP | 378K | $13M | 7.2% | ±0% |
| 6 | MRBK | MERIDIAN CORP | 651K | $12M | 6.6% | ±0% |
| 7 | OCFC | OCEANFIRST FINANCIAL CORP | 627K | $11M | 6.1% | NEW |
| 8 | WNEB | WESTERN NEW ENGLAND BANCORP | 866K | $11M | 6.0% | ±0% |
| 9 | TCBX | THIRD COAST BANCSHARES INC | 158K | $6M | 3.2% | NEW |
| 10 | SBFG | SB FINANCIAL GROUP INC | 274K | $6M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
STRATEGIC VALUE BANK PARTNERS LLC is a Dealer / Bank fund managing $175 million in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed