Strategic Value Bank Partners

Latest statistics and disclosures from Strategic Value Bank Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FFWM, BBT, CFG, MRBK, WNEB, and represent 66.13% of Strategic Value Bank Partners's stock portfolio.
  • Reduced shares in these 3 stocks: LNKB, CIVB, SBFG.
  • Sold out of its positions in CIVB, LNKB.
  • Strategic Value Bank Partners was a net seller of stock by $-5.3M.
  • Strategic Value Bank Partners has $146M in assets under management (AUM), dropping by 3.89%.
  • Central Index Key (CIK): 0001904067

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Positions held by Strategic Value Bank Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Strategic Value Bank Partners

Strategic Value Bank Partners holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Fndtn (FFWM) 28.5 $42M 6.8M 6.16
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Berkshire Hills Ban (BBT) 11.3 $16M 624k 26.37
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Citizens Financial (CFG) 11.0 $16M 276k 58.41
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Meridian Bank (MRBK) 7.8 $11M 651k 17.58
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Western New England Ban (WNEB) 7.5 $11M 866k 12.62
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Peapack-Gladstone Financial (PGC) 7.2 $11M 378k 27.85
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Webster Financial Corporation (WBS) 6.0 $8.8M 140k 62.94
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BankFinancial Corporation (BFIN) 5.3 $7.7M 645k 12.00
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Sb Financial (SBFG) 4.2 $6.1M 274k 22.27
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German American Ban (GABC) 4.0 $5.8M 149k 39.18
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Us Bancorp Com New (USB) 3.7 $5.3M 100k 53.36
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Virginia Natl Bankshares (VABK) 3.5 $5.1M 129k 39.85
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Past Filings by Strategic Value Bank Partners

SEC 13F filings are viewable for Strategic Value Bank Partners going back to 2021

View all past filings