Patriot Financial Partners GP II, L.P.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Patriot Financial Partners GP II, L.P. reported 12 stock positions worth $391.3 million. Its top holding was Metropolitan Bank (MCB) at 16.8% of the portfolio, followed by Amerant Bancorp (AMTB, 13.1%) and Equity Bancshares Class A (EQBK, 12.7%). Compared with Q1 2026, it reduced 6. The biggest sale was Towne Bank (TOWN, shares −33%).

Most Recent 13F
Q2 2026
Location
RADNOR, PA
CIK
0002061817
Portfolio Value
$391.3M (Q2 2026)
SEC Filing
0001104659-26-095794 ↗ filed Aug 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q3 2025: $316.2M Q3 2025 Q4 2025: $320.7M Q4 2025 Q1 2026: $388.3M Q1 2026 Q2 2026: $391.3M $391.3M Q2 2026

Holdings 12 stocks · $391.3M

MCB Metropolitan Bank Holding Co. 16.78% 664,884 $65.7M Reduce -13.1%
AMTB Amerant Bancorp Inc. 13.09% 2,007,283 $51.2M Reduce -11.1%
EQBK Equity Bancshares Inc. Class A 12.74% 1,017,214 $49.8M Reduce -14.8%
TOWN Towne Bank 9.46% 1,021,404 $37.0M Reduce -32.7%
USCB Uscb Financial Holdings Inc. 9.45% 1,806,286 $37.0M Reduce -2.7%
AVBH Avidbank Holdings Inc. 8.87% 1,050,918 $34.7M No change
NEWT Newtekone Inc. 8.74% 2,307,692 $34.2M No change
FRBA First Bank/Hamilton NJ 7.39% 1,631,437 $28.9M No change
FRST Primis Financial Corp. 5.09% 1,217,531 $19.9M No change
COSO Coastal South Bancshares Inc. 4.74% 691,367 $18.6M Reduce -40.4%
MSBI Midland States Bancorp Inc. 3.49% 438,500 $13.7M No change
PEBO Peoples Bancorp Inc. 0.15% 15,689 $603K No change

Portfolio Sells Q1 2026 → Q2 2026

TOWN Towne Bank Reduce -32.7% 9.46% −3.70
COSO Coastal South Bancshares Inc. Reduce -40.4% 4.74% −2.60
EQBK Equity Bancshares Inc. Class A Reduce -14.8% 12.74% −0.92
AMTB Amerant Bancorp Inc. Reduce -11.1% 13.09% +0.28
MCB Metropolitan Bank Holding Co. Reduce -13.1% 16.78% +0.38
USCB Uscb Financial Holdings Inc. Reduce -2.7% 9.45% +0.58

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$391.3MMCB, AMTB, EQBK, TOWN, USCB
Q1 2026 12$388.3MMCB, EQBK, TOWN, AMTB, USCB
Q4 2025 11$320.7MMCB, EQBK, AMTB, USCB, FRBA
Q3 2025Amended 12$316.2MMCB, EQBK, AMTB, USCB, FRBA