Patriot Financial Partners GP II, L.P. holds a concentrated book of 12 stocks worth $391.3M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they trimmed Metropolitan Bank Holding Co. Their largest long position is Metropolitan Bank Holding Co at 17% of the equity book. Cloning the disclosed picks since 2025 would be +15% (+22.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Patriot Financial Partners GP II, L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~0 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
83% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Patriot Financial Partners GP II, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 12 / 12 | $699.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | 12 / 12 | $382.3M |
| STATE STREET CORP | 12 / 12 | $370.4M |
| GEODE CAPITAL MANAGEMENT, LLC | 12 / 12 | $260.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12 / 12 | $212.5M |
| ALLIANCEBERNSTEIN L.P. | 12 / 12 | $103.8M |
| NORTHERN TRUST CORP | 12 / 12 | $73.7M |
| GOLDMAN SACHS GROUP INC | 12 / 12 | $64.6M |
Ranked by how many of Patriot Financial Partners GP II, L.P.'s top 12 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Metropolitan Bank Holding Corp. Common Stock | $65.7M | 664.9K | 16.8% | ▼−13% Reduced · −100K sh | |
| 2 | Amerant Bancorp Inc. Common Stock | $51.2M | 2.01M | 13.1% | ▼−11% Reduced · −250K sh | |
| 3 | Equity Bancshares, Inc. Common Stock | $49.8M | 1.02M | 12.7% | ▼−15% Reduced · −177K sh | |
| 4 | TowneBank Common Stock | $37.0M | 1.02M | 9.5% | ▼−33% Reduced · −497K sh | |
| 5 | USCB Financial Holdings, Inc. Common Stock | $37.0M | 1.81M | 9.4% | ▼−2.7% Reduced · −50K sh | |
| 6 | Avidbank Holdings, Inc. Common Stock | $34.7M | 1.05M | 8.9% | —Held | |
| 7 | NewtekOne, Inc. Common Stock | $34.2M | 2.31M | 8.7% | —Held | |
| 8 | First Bank Common Stock | $28.9M | 1.63M | 7.4% | —Held | |
| 9 | Primis Financial Corp. Common Stock | $19.9M | 1.22M | 5.1% | —Held | |
| 10 | CoastalSouth Bancshares, Inc. Common Stock | $18.6M | 691.4K | 4.7% | ▼−40% Reduced · −468K sh | |
| 11 | Midland States Bancorp, Inc. Common Stock | $13.7M | 438.5K | 3.5% | —Held | |
| 12 | Peoples Bancorp Inc. Common Stock | $603K | 15.7K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2061817/holdings"
Use Arkolith to show Patriot Financial Partners GP II, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.