StockDriftsStockDriftsTop 10 Strategic Value Bank Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FSUN | FIRSTSUN CAPITAL BANCORP | 31.26% | 1.15M | $44.6M | new | $37.31(+10.18%) | 2026-06-30 | |
| BBT | BEACON FINANCIAL CORP | 13.3% | 623.7K | $19.0M | +0.00%(+0) | $27.19(+17.95%) | 2026-06-30 | |
| PGC | PEAPACK GLADSTONE FINL CORP | 12.54% | 378.4K | $17.9M | +0.00%(+0) | $33.70(+37.61%) | 2026-06-30 | |
| MRBK | MERIDIAN CORP | 9.13% | 651.3K | $13.0M | +0.00%(+0) | $16.38(+22.63%) | 2026-06-30 | |
| WNEB | WESTERN NEW ENGLAND BANCORP | 8.67% | 865.6K | $12.4M | +0.00%(+0) | $8.64(+62.52%) | 2026-06-30 | |
| OCFC | OCEANFIRST FINANCIAL CORP | 8.58% | 627.3K | $12.3M | +0.00%(+0) | $18.00(+9.86%) | 2026-06-30 | |
| SBFG | SB FINANCIAL GROUP INC | 4.31% | 243.6K | $6.2M | -11.14%(-30.54K) | $18.34(+49.11%) | 2026-06-30 | |
| TCBX | THIRD COAST BANCSHARES INC | 4.14% | 146.5K | $5.9M | -7.57%(-11.99K) | $37.92(+20.40%) | 2026-06-30 | |
| WAL | WESTERN ALLIANCE BANCORP | 4.06% | 70.6K | $5.8M | +0.00%(+0) | $77.46(+6.27%) | 2026-06-30 | |
| VABK | VIRGINIA NATIONAL BANKSHARES | 4.01% | 129.0K | $5.7M | +0.00%(+0) | $37.01(+26.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.91% | +119.25% | — | — | +67.90% |
| Top 20 Holdings Unweighted | +29.30% | +116.18% | — | — | +66.50% |
Strategic Value Bank Partners LLC reports $142.82M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are FSUN (31.3%), BBT (13.3%) and PGC (12.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +119.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Strategic Value Bank Partners LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Strategic Value Bank Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904067). View Strategic Value Bank Partners LLC’s 13F filings on SEC