Strategic Value Bank Partners LLC
Net seller this quarter
$143M
10
-$63.9M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
| FSUN | $44.6M | 31.26% | 4.12% | New | Q2 2026 |
 BBT | $19M | 13.30% | 0.74% | Not reported | Q4 2021 |
 PGC | $17.9M | 12.54% | 2.14% | Not reported | Q4 2021 |
 MRBK | $13M | 9.13% | 5.46% | Not reported | Q4 2021 |
 WNEB | $12.4M | 8.67% | 4.32% | Not reported | Q4 2021 |
 OCFC | $12.3M | 8.58% | 1.09% | Not reported | Q1 2026 |
 SBFG | $6.16M | 4.31% | 3.88% | -11.1% | Q4 2021 |
 TCBX | $5.92M | 4.14% | 0.88% | -7.6% | Q1 2026 |
 WAL | $5.8M | 4.06% | 0.06% | Not reported | Q1 2026 |
 VABK | $5.72M | 4.01% | 2.38% | Not reported | Q4 2021 |
| Q1 2026 | |||||
| FFWM | $39.9M | 21.46% | 8.16% | Not reported | Q4 2022 |
 CBSH | $35.1M | 18.84% | 0.49% | New | Q1 2026 |
| BBT | $18.7M | 10.06% | 0.74% | Not reported | Q4 2021 |
 CFG | $16.5M | 8.88% | 0.06% | Not reported | Q4 2021 |
| PGC | $13.3M | 7.16% | 2.14% | Not reported | Q4 2021 |
| MRBK | $12.3M | 6.64% | 5.48% | Not reported | Q4 2021 |
| OCFC | $11.3M | 6.08% | 1.09% | New | Q1 2026 |
| WNEB | $11.2M | 6.01% | 4.28% | Not reported | Q4 2021 |
| TCBX | $5.99M | 3.22% | 0.96% | New | Q1 2026 |
| SBFG | $5.76M | 3.09% | 4.35% | Not reported | Q4 2021 |
 USB | $5.2M | 2.80% | 0.01% | Not reported | Q1 2023 |
| WAL | $5M | 2.69% | 0.06% | New | Q1 2026 |
| VABK | $4.93M | 2.65% | 2.38% | Not reported | Q4 2021 |
 BCML | $785K | 0.42% | 0.24% | New | Q1 2026 |
| Q4 2025 | |||||
| FFWM | $41.7M | 28.54% | 8.17% | Not reported | Q4 2022 |
| BBT | $16.4M | 11.26% | 0.74% | Not reported | Q4 2021 |
| CFG | $16.1M | 11.02% | 0.06% | Not reported | Q4 2021 |
| MRBK | $11.4M | 7.84% | 5.51% | Not reported | Q4 2021 |
| WNEB | $10.9M | 7.48% | 4.25% | Not reported | Q4 2021 |
| PGC | $10.5M | 7.21% | 2.16% | Not reported | Q4 2021 |
| WBS | $8.78M | 6.01% | 0.09% | Not reported | Q2 2025 |
| SBFG | $6.11M | 4.18% | 4.35% | -1.7% | Q4 2021 |
 GABC | $5.83M | 3.99% | 0.40% | Not reported | Q1 2025 |
| USB | $5.34M | 3.65% | 0.01% | Not reported | Q1 2023 |
| VABK | $5.14M | 3.52% | 2.39% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| FFWM | $37.7M | 26.81% | 8.19% | Not reported | Q4 2022 |
| BBT | $14.8M | 10.52% | 0.74% | Not reported | Q4 2021 |
| CFG | $14.6M | 10.42% | 0.06% | Not reported | Q4 2021 |
| PGC | $10.4M | 7.43% | 2.16% | Not reported | Q4 2021 |
| WNEB | $10.4M | 7.39% | 4.22% | Not reported | Q4 2021 |
| MRBK | $10.3M | 7.31% | 5.65% | Not reported | Q4 2021 |
| WBS | $8.3M | 5.90% | 0.08% | Not reported | Q2 2025 |
| GABC | $5.84M | 4.16% | 0.40% | -9.2% | Q1 2025 |
| SBFG | $5.38M | 3.83% | 4.40% | -21.0% | Q4 2021 |
| VABK | $5M | 3.56% | 2.39% | Not reported | Q4 2021 |
| USB | $4.83M | 3.44% | 0.01% | Not reported | Q1 2023 |
| LNKB | $3.2M | 2.28% | 1.20% | 0.0% | Q3 2022 |
 CIVB | $2.03M | 1.44% | 0.52% | New | Q3 2025 |