Patriot Financial Partners GP II, L.P. — 13F Holdings & Portfolio

CIK 2061817 · latest 13F-HR filed 2026-08-13

Patriot Financial Partners GP II, L.P. manages $391.3M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MCB (16.78%), AMTB (13.09%), EQBK (12.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 7, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
FOUR RADNOR CORPORATE CENTER
100 MATSONFORD ROAD, SUITE 210
RADNOR, PA 19087
Phone
(215) 399-4650
Filing Manager
Patriot Financial Partners GP II, L.P.
RADNOR, PA
Signatory
W. Kirk Wycoff
Managing Partner
Loading holdings…
AUM

$391.3M

Long-equity book

Holdings

12

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+0 / −0 / ↑7 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NewtekOne, Inc.$8.9M +35.3%
  • Avidbank Holdings, Inc.$4.8M +15.9%
  • Midland States Bancorp, Inc.$3.9M +39.6%
  • Primis Financial Corp.$3.8M +23.3%
  • First Bank$2.8M +10.8%
Show all 7

Top Trims

  • TowneBank-$14.1M -27.6%
  • CoastalSouth Bancshares, Inc.-$9.9M -34.9%
  • Equity Bancshares, Inc.-$3.2M -6.0%
Show all 3

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Metropolitan Bank Holding Corp. MCB 591774104 $65.7M 16.78% 664,884 SH
2 Amerant Bancorp Inc. AMTB 023576101 $51.2M 13.09% 2,007,283 SH
3 Equity Bancshares, Inc. EQBK 29460X109 $49.8M 12.74% 1,017,214 SH
4 TowneBank TOWN 89214P109 $37.0M 9.46% 1,021,404 SH
5 USCB Financial Holdings, Inc. USCB 90355N101 $37.0M 9.45% 1,806,286 SH
6 Avidbank Holdings, Inc. AVBH 05368J103 $34.7M 8.87% 1,050,918 SH
7 NewtekOne, Inc. NEWT 652526203 $34.2M 8.74% 2,307,692 SH
8 First Bank FRBA 31931U102 $28.9M 7.39% 1,631,437 SH
9 Primis Financial Corp. FRST 74167B109 $19.9M 5.09% 1,217,531 SH
10 CoastalSouth Bancshares, Inc. COSO 19058X207 $18.6M 4.74% 691,367 SH
11 Midland States Bancorp, Inc. MSBI 597742105 $13.7M 3.49% 438,500 SH
12 Peoples Bancorp Inc. PEBO 709789101 $602.6K 0.15% 15,689 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $391.3M 12 0001104659-26-095794
2026-03-31 2026-05-06 $388.3M 12 0001104659-26-056150
2025-12-31 2026-02-10 $320.7M 11 0001104659-26-012755