Petiole USA
Latest statistics and disclosures from Petiole USA's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CBAN, CARE, FXNC, CBK, WBS, and represent 28.61% of Petiole USA's stock portfolio.
- Added to shares of these 3 stocks: PNFP, UMBF, EWBC.
- Started 2 new stock positions in PNFP, EWBC.
- Reduced shares in these 10 stocks: FCNCA (-$7.1M), SNV, , ZION, CBK, CFG, ORRF, HBAN, WAL, FNB.
- Sold out of its positions in Pinnacle Financial Partners, SNV, ZION.
- Petiole USA was a net seller of stock by $-12M.
- Petiole USA has $143M in assets under management (AUM), dropping by -7.30%.
- Central Index Key (CIK): 0001600202
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Portfolio Holdings for Petiole USA
Petiole USA holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Colony Bank (CBAN) | 6.4 | $9.1M | 455k | 19.97 |
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| Carter Bankshares Com New (CARE) | 6.2 | $8.9M | 381k | 23.32 |
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| First National Corporation (FXNC) | 5.8 | $8.3M | 308k | 26.92 |
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| Commercial Bancgroup (CBK) | 5.3 | $7.6M | -6% | 291k | 26.02 |
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| Webster Financial Corporation (WBS) | 4.9 | $7.1M | 102k | 69.42 |
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| Renasant (RNST) | 4.9 | $7.1M | 195k | 36.13 |
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| Banc Of California (BANC) | 4.9 | $7.0M | 397k | 17.58 |
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| Mid Penn Ban (MPB) | 4.4 | $6.3M | 195k | 32.16 |
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| Orrstown Financial Services (ORRF) | 4.3 | $6.2M | -2% | 172k | 36.08 |
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| Western Alliance Bancorporation (WAL) | 3.9 | $5.6M | -3% | 79k | 70.85 |
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| Hancock Holding Company (HWC) | 3.8 | $5.5M | 86k | 63.59 |
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| CNB Financial Corporation (CCNE) | 3.8 | $5.5M | 189k | 28.96 |
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| UMB Financial Corporation (UMBF) | 3.4 | $4.8M | +76% | 43k | 112.79 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 3.2 | $4.6M | -60% | 2.4k | 1884.66 |
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| Wintrust Financial Corporation (WTFC) | 2.9 | $4.1M | 30k | 138.94 |
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| First Merchants Corporation (FRME) | 2.5 | $3.6M | 94k | 38.73 |
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| Sb Financial (SBFG) | 2.5 | $3.5M | 169k | 21.00 |
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| Pinnacle Finl Partners (PNFP) | 2.4 | $3.5M | NEW | 40k | 86.14 |
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| Citizens Financial (CFG) | 2.4 | $3.4M | -7% | 57k | 59.97 |
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| Southern California Bancorp (BCAL) | 2.4 | $3.4M | 192k | 17.72 |
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| Primis Financial Corp (FRST) | 2.1 | $3.1M | 230k | 13.28 |
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| Shore Bancshares (SHBI) | 1.9 | $2.8M | 148k | 18.68 |
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| Huntington Bancshares Incorporated (HBAN) | 1.8 | $2.6M | -6% | 169k | 15.65 |
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| Equity Bancshares Com Cl A (EQBK) | 1.8 | $2.5M | 57k | 44.41 |
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| F.N.B. Corporation (FNB) | 1.8 | $2.5M | -6% | 150k | 16.72 |
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| First Bank (FRBA) | 1.7 | $2.5M | 155k | 16.00 |
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| First Northwest Ban (FNWB) | 1.6 | $2.2M | 258k | 8.68 |
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| Columbia Banking System (COLB) | 1.5 | $2.1M | -6% | 77k | 27.43 |
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| Southstate Bk Corp (SSB) | 1.4 | $2.0M | -6% | 22k | 92.52 |
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| East West Ban (EWBC) | 1.4 | $2.0M | NEW | 19k | 106.76 |
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| Banner Corp Com New (BANR) | 1.3 | $1.9M | -6% | 31k | 60.68 |
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| Hanmi Finl Corp Com New (HAFC) | 1.3 | $1.8M | -2% | 70k | 26.36 |
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Past Filings by Petiole USA
SEC 13F filings are viewable for Petiole USA going back to 2021
- Petiole USA 2026 Q1 filed May 14, 2026
- Petiole USA 2025 Q4 restated filed Feb. 20, 2026
- Petiole USA 2025 Q3 filed Nov. 13, 2025
- Petiole USA 2025 Q2 filed Aug. 13, 2025
- Petiole USA 2025 Q1 filed May 14, 2025
- Petiole USA 2024 Q4 filed Feb. 13, 2025
- Petiole USA 2024 Q3 filed Nov. 13, 2024
- Petiole USA 2024 Q2 filed Aug. 13, 2024
- Petiole USA 2024 Q1 filed May 14, 2024
- Petiole USA 2023 Q4 filed Feb. 13, 2024
- Petiole USA 2023 Q3 filed Nov. 14, 2023
- Petiole USA 2023 Q2 filed Aug. 14, 2023
- Petiole USA 2023 Q1 restated filed May 16, 2023
- Petiole USA 2023 Q1 filed May 12, 2023
- Petiole USA 2022 Q4 filed Feb. 13, 2023
- Petiole USA 2022 Q3 filed Nov. 10, 2022