— Know what they know.
Not Investment Advice
Private Equity ← All Institutions

STRATEGIC VALUE BANK PARTNERS LLC

127 PUBLIC SQUARE SUITE 1510, CLEVELAND, OH 44114-1217 • 216-282-0704

Q4 2025 · Filed 2026-01-27
Market Value
$146M
+3.9%
Holdings
14
-2
New Purchases
0
Added To
0
Closed
2
Reduced
1
Top 10 Concentration
92.8%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FFWM 28.54% 26.81% +1.73% $42M
BBT 11.26% 10.52% +0.74% $16M
CFG 11.02% 10.42% +0.60% $16M
MRBK 7.84% 7.31% +0.52% $11M
SBFG 4.18% 3.83% +0.35% $6M
USB 3.65% 3.44% +0.22% $5M
WBS 6.01% 5.90% +0.11% $9M
WNEB 7.48% 7.39% +0.08% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LNKB 0.00% 2.28% -2.28% $0
CIVB 0.00% 1.44% -1.44% $0
BFIN 5.30% 5.52% -0.22% $8M
PGC 7.21% 7.43% -0.21% $11M
GABC 3.99% 4.16% -0.16% $6M
VABK 3.52% 3.56% -0.04% $5M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $30M 20.7%
Mid Cap 1 $16M 11.3%
Small Cap 5 $58M 39.7%
Micro Cap 5 $41M 28.3%

Portfolio Analytics

Avg Market Cap
$9.3B
Median Market Cap
$509M
Avg P/E
17.2
Median P/E
11.5
Avg Dividend Yield
0.03%
Avg Beta
0.68
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FFWM 28.54% 6,768,343 $42M $6.16 $4M
2 BBT 11.26% 623,747 $16M $26.37 $2M
3 CFG 11.02% 275,500 $16M $58.41 $1M
4 MRBK 7.84% 651,298 $11M $17.58 $1M
5 WNEB 7.48% 865,565 $11M $12.62 $528K
6 PGC 7.21% 378,416 $11M $27.85 $95K
7 WBS 6.01% 139,577 $9M $62.94 $489K
8 BFIN 5.30% 645,000 $8M $12.00 -$19K
9 SBFG 4.18% 274,163 $6M $22.27 $727K -4,659 -1.7%
10 GABC 3.99% 148,837 $6M $39.18 -$13K
11 USB 3.65% 100,000 $5M $53.36 $503K
12 VABK 3.52% 128,953 $5M $39.85 $134K
13 CIVB —% -$2M -99,979 -100.0% SOLD
14 LNKB —% -$3M -448,946 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CIVB —%
LNKB —%
View SEC EDGAR Filings for STRATEGIC VALUE BANK PARTNERS LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms