Patriot Financial Partners GP II, L.P.
RADNOR, PA
$391m in 12 US stocks at the end of 30 June 2026. The top 10 are 96.4% of the money. It changed about 7.2% of the portfolio this quarter.
Value
$391m
Stocks
12
Top 10 share
96.4%
Turnover
7.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Metropolitan Bank HoldingMCB16.8% of the fund-13%
- Amerant BancorpAMTB13.1% of the fund-11%
- Equity BancsharesEQBK12.7% of the fund-15%
- Townebank Portsmouth VATOWN9.5% of the fund-33%
- Uscb Financial HoldingsUSCB9.4% of the fund-3%
- CoastalSouth BancsharesCOSO4.7% of the fund-40%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Townebank Portsmouth VATOWN
- Share
- 9.5%
- Value
- $37m
- Shares
- 1,021,404
-33%
- First BK Williamstown New JEFRBA
- Share
- 7.4%
- Value
- $29m
- Shares
- 1,631,437
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Metropolitan Bank HoldingMCB | 16.8% | $66m | 664,884 | -13% |
| Amerant BancorpAMTB | 13.1% | $51m | 2,007,283 | -11% |
| Equity BancsharesEQBK | 12.7% | $50m | 1,017,214 | -15% |
| Townebank Portsmouth VATOWN | 9.5% | $37m | 1,021,404 | -33% |
| Uscb Financial HoldingsUSCB | 9.4% | $37m | 1,806,286 | -3% |
| Avidbank HoldingsAVBH | 8.9% | $35m | 1,050,918 | Held |
| NewtekOneNEWT | 8.7% | $34m | 2,307,692 | Held |
| First BK Williamstown New JEFRBA | 7.4% | $29m | 1,631,437 | Held |
| Primis FinancialFRST | 5.1% | $20m | 1,217,531 | Held |
| CoastalSouth BancsharesCOSO | 4.7% | $19m | 691,367 | -40% |
| Midland States BancorpMSBI | 3.5% | $14m | 438,500 | Held |
| Peoples BancorpPEBO | 0.2% | $602,614 | 15,689 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 23.7% since 30 September 2025.
Where the money is
Financial services83.1%
Other16.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.