DOSSIER · 13F-HR · Q4 2025

Patriot Financial Partners GP II, L.P.

Patriot Financial GP II, L.P.'s asset manager based in San Francisco, CA — $321M in tracked AUM across 11 positions as of Q4 2025.

PF

Patriot Financial GP II, L.P.·San Francisco, CA·Asset Manager

CIK 0002061817 · last filed Dec 31, 2025

Total AUM

$321M

▲ 9.2%

vs prior

Holdings

11

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

11% weight

concentration

AI Analysis · Q4 2025 · Q4 2025

Comprehensive Analysis of SEC 13F Filing: Patriot Financial Partners GP II, L.P.

Portfolio Overview

The filing for Patriot Financial Partners GP II, L.P. (CIK: 0002061817) reveals a highly concentrated investment portfolio with a total market value of approximately $173.44 million as of September 30, 2025. The portfolio is notably compact, consisting of only six distinct holdings. This extreme lack of diversification suggests a high-conviction investment strategy where the firm allocates s...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

01

Metropolitan Bank Holding Corp.

$58M765K18.2%

02

Equity Bancshares, Inc.

$54M1.2M16.9%

03

Amerant Bancorp Inc.

$45M2.3M14.1%

04

USCB Financial Holdings, Inc.

$34M1.9M10.7%

05

First Bank

$30M1.8M9.4%

06

Avidbank Holdings, Inc.

$28M1.1M8.7%

07

NewtekOne, Inc.

$26M2.3M8.2%

08

Primis Financial Corp.

$17M1.2M5.3%

09

CoastalSouth Bancshares, Inc.

$17M719K5.2%

10

Flushing Financial Corporation

$10M675K3.2%

Filing history

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