Patriot Financial Partners GP II, L.P.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Patriot Financial Partners GP II, L.P. reported 12 stock positions worth $388.3 million. Its top holding was Metropolitan Bank (MCB) at 16.4% of the portfolio, followed by Equity Bancshares Class A (EQBK, 13.7%) and Towne Bank (TOWN, 13.2%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 1 and reduced 3. The biggest buy was a new position in Towne Bank (TOWN) and the biggest sale Equity Bancshares Class A (EQBK, shares −2%).

Most Recent 13F
Q2 2026
Location
RADNOR, PA
CIK
0002061817
Portfolio Value
$388.3M (Q1 2026)
SEC Filing
0001104659-26-056150 ↗ filed May 6, 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 $388.3M Q1 2026 Q2 2026: $391.3M Q2 2026

Holdings 12 stocks · $388.3M

MCB Metropolitan Bank Holding Co. 16.41% 764,884 $63.7M No change
EQBK Equity Bancshares Inc. Class A 13.66% 1,194,363 $53.0M Reduce -1.9%
TOWN Towne Bank 13.16% 1,518,143 $51.1M New
AMTB Amerant Bancorp Inc. 12.81% 2,257,283 $49.8M Reduce -2.5%
USCB Uscb Financial Holdings Inc. 8.86% 1,856,286 $34.4M No change
AVBH Avidbank Holdings Inc. 7.71% 1,050,918 $30.0M No change
COSO Coastal South Bancshares Inc. 7.34% 1,159,211 $28.5M Add +61.2%
FRBA First Bank/Hamilton NJ 6.72% 1,631,437 $26.1M Reduce -10.9%
NEWT Newtekone Inc. 6.51% 2,307,692 $25.3M No change
FRST Primis Financial Corp. 4.16% 1,217,531 $16.2M No change
MSBI Midland States Bancorp Inc. 2.52% 438,500 $9.8M New
PEBO Peoples Bancorp Inc. 0.13% 15,689 $516K No change

Portfolio Sells Q4 2025 → Q1 2026

EQBK Equity Bancshares Inc. Class A Reduce -1.9% 13.66% −3.29
FFIC Flushing Financial Corp. Sold out 0.00% −3.19
FRBA First Bank/Hamilton NJ Reduce -10.9% 6.72% −2.68
AMTB Amerant Bancorp Inc. Reduce -2.5% 12.81% −1.27

Portfolio Buys Q4 2025 → Q1 2026

TOWN Towne Bank New 13.16% +13.16
MSBI Midland States Bancorp Inc. New 2.52% +2.52
COSO Coastal South Bancshares Inc. Add +61.2% 7.34% +2.13

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