Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MCBMetropolitan Bank Holding Corp. | $65.7M | 16.8% | −13.1% |
| AMTBAmerant Bancorp Inc. | $51.2M | 13.1% | −11.1% |
| EQBKEquity Bancshares, Inc. | $49.8M | 12.7% | −14.8% |
| TOWNTowneBank | $37.0M | 9.5% | −32.7% |
| USCBUSCB Financial Holdings, Inc. | $37.0M | 9.4% | −2.7% |
| AVBHAvidbank Holdings, Inc. | $34.7M | 8.9% | |
| NEWTNewtekOne, Inc. | $34.2M | 8.7% | |
| FRBAFirst Bank | $28.9M | 7.4% | |
| FRSTPrimis Financial Corp. | $19.9M | 5.1% | |
| COSOCoastalSouth Bancshares, Inc. | $18.6M | 4.7% | −40.4% |
| MSBIMidland States Bancorp, Inc. | $13.7M | 3.5% | |
| PEBOPeoples Bancorp Inc. | $603K | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| FRSTPrimis Financial Corp. | September 30, 2025 | +55.8% | $19.9M |
| MSBIMidland States Bancorp, Inc. | March 31, 2026 | +39.6% | $13.7M |
| AMTBAmerant Bancorp Inc. | September 30, 2025 | +32.4% | $51.2M |
| MCBMetropolitan Bank Holding Corp. | September 30, 2025 | +32.0% | $65.7M |
| AVBHAvidbank Holdings, Inc. | September 30, 2025 | +29.5% | $34.7M |
| NEWTNewtekOne, Inc. | September 30, 2025 | +29.3% | $34.2M |
| PEBOPeoples Bancorp Inc. | September 30, 2025 | +28.1% | $603K |
| COSOCoastalSouth Bancshares, Inc. | September 30, 2025 | +23.1% | $18.6M |
| EQBKEquity Bancshares, Inc. | September 30, 2025 | +20.4% | $49.8M |
| USCBUSCB Financial Holdings, Inc. | September 30, 2025 | +17.2% | $37.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.3% | +14.8% |
| March 31, 2026 | +3.7% | −4.6% |
| December 31, 2025 | +4.9% | +2.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Patriot Financial Partners GP II, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2061817&type=13F-HR&dateb=&owner=include&count=40CIK 2061817
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2061817/000110465926095794/Filed August 13, 2026 · accession 0001104659-26-095794