PMC FIG Opportunities LLC
$62.7M
31
51.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FLG | $5.85M | 9.33% | 0.09% | Not reported | Q3 2024 |
 CVBF | $5M | 7.98% | 0.13% | -3.2% | Q1 2022 |
 BPOP | $3.92M | 6.26% | 0.04% | Not reported | Q4 2021 |
 WTFC | $2.74M | 4.38% | 0.03% | Not reported | Q2 2022 |
 OFG | $2.51M | 4.01% | 0.12% | New | Q2 2026 |
 MS | $2.5M | 3.98% | 0.00% | New | Q2 2026 |
 AX | $2.49M | 3.98% | 0.05% | -56.8% | Q1 2023 |
 RKT | $2.42M | 3.86% | Not reported | -15.1% | Q3 2022 |
 GS | $2.42M | 3.85% | 0.00% | Not reported | Q2 2024 |
 C | $2.39M | 3.81% | 0.00% | -23.5% | Q2 2023 |
 NBN | $2.35M | 3.75% | Not reported | -14.0% | Q2 2025 |
 BFH | $2.22M | 3.54% | 0.05% | New | Q2 2026 |
 COLB | $2.19M | 3.49% | 0.02% | -42.1% | Q4 2022 |
 BBT | $2.07M | 3.31% | 0.08% | +160.1% | Q1 2026 |
 CCB | $2.06M | 3.29% | 0.17% | -58.2% | Q1 2022 |
 BMRC | $1.97M | 3.14% | 0.44% | New | Q2 2026 |
 HOOD | $1.71M | 2.73% | 0.01% | Not reported | Q4 2024 |
 SFBS | $1.63M | 2.60% | 0.03% | -58.8% | Q2 2024 |
 BANC | $1.57M | 2.50% | 0.05% | Not reported | Q3 2023 |
 SFST | $1.53M | 2.44% | 0.26% | Not reported | Q2 2023 |
 NBHC | $1.52M | 2.42% | 0.08% | New | Q2 2026 |
 NPB | $1.47M | 2.35% | 0.22% | -24.3% | Q1 2025 |
 FCBM | $1.32M | 2.11% | Not reported | New | Q2 2026 |
 HUT | $985K | 1.57% | 0.01% | New | Q2 2026 |
 BHYP | $941K | 1.50% | 0.73% | New | Q2 2026 |
 WULF | $843K | 1.35% | 0.01% | New | Q2 2026 |
 QCRH | $831K | 1.33% | 0.05% | -73.9% | Q3 2022 |
 ENVA | $822K | 1.31% | 0.01% | -87.5% | Q4 2025 |
 FINW | $725K | 1.16% | 0.37% | New | Q2 2026 |
 AMAL | $705K | 1.12% | 0.05% | New | Q2 2026 |
 MYFW | $548K | 0.87% | 0.17% | -80.5% | Q3 2024 |
| Q1 2026 | |||||
| AX | $5.04M | 7.75% | 0.10% | +805.3% | Q1 2023 |
| CCB | $4.84M | 7.44% | 0.42% | +47.2% | Q1 2022 |
| CVBF | $4.44M | 6.83% | 0.17% | +191.7% | Q1 2022 |
| ENVA | $3.7M | 5.69% | 0.11% | +1498.5% | Q4 2025 |
| SFBS | $3.32M | 5.11% | 0.08% | Not reported | Q2 2024 |
| COLB | $3.23M | 4.97% | 0.04% | +20.0% | Q4 2022 |
 ABCB | $3.06M | 4.71% | 0.06% | +36.6% | Q3 2025 |
| QCRH | $2.8M | 4.30% | 0.20% | +38.9% | Q3 2022 |
| RKT | $2.58M | 3.96% | Not reported | Not reported | Q3 2022 |
| C | $2.53M | 3.89% | 0.00% | -14.8% | Q2 2023 |
 NU | $2.45M | 3.76% | Not reported | New | Q1 2026 |
 SII | $2.43M | 3.74% | 0.07% | -13.3% | Q4 2025 |
 CASH | $2.34M | 3.59% | 0.12% | -9.1% | Q4 2021 |
| NBN | $2.32M | 3.56% | Not reported | -37.0% | Q2 2025 |
 TFIN | $2.27M | 3.48% | 0.16% | Not reported | Q4 2021 |
 SSB | $2.25M | 3.46% | 0.02% | +23.7% | Q4 2022 |
 SF | $2.25M | 3.45% | 0.02% | -35.6% | Q2 2025 |
| MYFW | $2.15M | 3.31% | 0.90% | -18.4% | Q3 2024 |
| NPB | $1.75M | 2.69% | 0.29% | +93.2% | Q1 2025 |
 FIGR | $1.65M | 2.54% | Not reported | New | Q1 2026 |
 IBKR | $1.63M | 2.51% | 0.01% | Not reported | Q1 2023 |
 AMTB | $1.29M | 1.98% | 0.15% | -42.2% | Q3 2022 |
 JCAP | $957K | 1.47% | 0.09% | New | Q1 2026 |
 CNOB | $877K | 1.35% | 0.07% | -64.4% | Q4 2021 |
 UMBF | $824K | 1.27% | 0.01% | Not reported | Q1 2024 |
 LOB | $804K | 1.24% | 0.05% | +85.6% | Q2 2025 |
| BBT | $786K | 1.21% | 0.03% | New | Q1 2026 |
| Q4 2025 | |||||
| CCB | $4.95M | 7.78% | 0.29% | +52.8% | Q1 2022 |
 TBBK | $4.78M | 7.50% | 0.17% | +233.4% | Q4 2021 |
| SF | $3.94M | 6.18% | 0.03% | +1.0% | Q2 2025 |
| NBN | $3.4M | 5.35% | Not reported | Not reported | Q2 2025 |
 BAC | $3.24M | 5.09% | 0.00% | +108.4% | Q3 2022 |
| C | $3.06M | 4.80% | 0.00% | -25.9% | Q2 2023 |
| MYFW | $2.87M | 4.51% | 1.10% | -10.8% | Q3 2024 |
| COLB | $2.75M | 4.31% | 0.03% | Not reported | Q4 2022 |
 TFC | $2.58M | 4.05% | 0.00% | Not reported | Q4 2023 |
| CNOB | $2.41M | 3.79% | 0.18% | -61.0% | Q4 2021 |
| ABCB | $2.14M | 3.36% | 0.04% | +19.7% | Q3 2025 |
 FBK | $2.12M | 3.33% | 0.07% | -40.3% | Q3 2025 |
| CASH | $2.05M | 3.21% | 0.13% | Not reported | Q4 2021 |
| AMTB | $1.97M | 3.10% | 0.25% | Not reported | Q3 2022 |
 FCNCA | $1.97M | 3.09% | Not reported | Not reported | Q1 2023 |
| QCRH | $1.96M | 3.09% | 0.14% | -33.3% | Q3 2022 |
| SII | $1.92M | 3.02% | 0.08% | New | Q4 2025 |
 CFG | $1.91M | 3.00% | 0.01% | +15.8% | Q1 2024 |
| SSB | $1.85M | 2.90% | 0.02% | -7.4% | Q4 2022 |
| LNKB | $1.75M | 2.75% | 0.57% | +71.2% | Q3 2022 |
| CVBF | $1.46M | 2.30% | 0.06% | Not reported | Q1 2022 |
 SBCF | $1.44M | 2.26% | 0.05% | -46.0% | Q4 2022 |
 LPLA | $1.4M | 2.20% | 0.00% | New | Q4 2025 |
 GDOT | $1.17M | 1.85% | 0.17% | New | Q4 2025 |
 AVBH | $1.04M | 1.64% | 0.36% | -58.1% | Q3 2025 |
| NPB | $879K | 1.38% | 0.15% | -59.9% | Q1 2025 |
 PFSI | $863K | 1.36% | 0.01% | New | Q4 2025 |
| AX | $564K | 0.89% | 0.01% | -83.5% | Q1 2023 |
 AFRM | $487K | 0.77% | 0.01% | Not reported | Q3 2024 |
| LOB | $450K | 0.71% | 0.03% | -81.5% | Q2 2025 |
| ENVA | $268K | 0.42% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
| CNOB | $5.85M | 8.82% | 0.47% | -0.6% | Q4 2021 |
| C | $3.59M | 5.41% | 0.00% | -25.8% | Q2 2023 |
| FBK | $3.55M | 5.35% | 0.12% | New | Q3 2025 |
| SF | $3.53M | 5.32% | 0.03% | +128.5% | Q2 2025 |
| AX | $3.35M | 5.06% | 0.07% | -27.3% | Q1 2023 |
| CCB | $3.06M | 4.61% | 0.19% | -40.7% | Q1 2022 |
 PGY | $2.85M | 4.30% | Not reported | -47.5% | Q2 2025 |
| MYFW | $2.77M | 4.17% | 1.24% | +77.0% | Q3 2024 |
| QCRH | $2.67M | 4.03% | 0.21% | +159.7% | Q3 2022 |
| SBCF | $2.58M | 3.89% | 0.10% | +55.8% | Q4 2022 |
| LOB | $2.49M | 3.76% | 0.15% | +3.9% | Q2 2025 |
 WAL | $2.45M | 3.70% | 0.03% | Not reported | Q4 2021 |
| AVBH | $2.39M | 3.60% | 0.86% | New | Q3 2025 |
| NPB | $2.23M | 3.36% | 0.38% | +91.7% | Q1 2025 |
| WBS | $2.1M | 3.17% | 0.02% | Not reported | Q4 2021 |
| SSB | $2.1M | 3.16% | 0.02% | -22.1% | Q4 2022 |
| ABCB | $1.76M | 2.66% | 0.04% | New | Q3 2025 |
 ABR | $1.73M | 2.60% | 0.07% | New | Q3 2025 |
 UWMC | $1.72M | 2.60% | 0.27% | Not reported | Q4 2024 |
 BKU | $1.62M | 2.44% | 0.06% | Not reported | Q1 2024 |
| TBBK | $1.59M | 2.40% | 0.05% | Not reported | Q4 2021 |
| CFG | $1.5M | 2.27% | 0.01% | -30.8% | Q1 2024 |
| BAC | $1.46M | 2.20% | 0.00% | -48.1% | Q3 2022 |
 AGNC | $1.25M | 1.88% | 0.01% | Not reported | Q4 2022 |
 OSBC | $978K | 1.47% | 0.11% | Not reported | Q2 2024 |
| LNKB | $882K | 1.33% | 0.33% | Not reported | Q3 2022 |
 SMBK | $826K | 1.25% | 0.14% | -59.4% | Q2 2024 |