Strategic Value Bank Partners LLC holds a concentrated book of 15 stocks worth $174.9M as of Q2 2025 (disclosed Jul 30, 2025, a ~30-day 13F lag). This quarter they opened Glacier Bancorp Inc and trimmed Southern States Bancshares. Their largest long position is First Foundation Inc at 20% of the equity book.
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.
58% 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
Other tracked managers holding the same core names as Strategic Value Bank Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 17 / 15 | $11.9B |
| VANGUARD CAPITAL MANAGEMENT LLC | 17 / 15 | $7.9B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17 / 15 | $3.8B |
| FMR LLC | 17 / 15 | $3.3B |
| JPMORGAN CHASE & CO | 17 / 15 | $3.3B |
| MORGAN STANLEY | 17 / 15 | $2.6B |
| DIMENSIONAL FUND ADVISORS LP | 17 / 15 | $1.7B |
| NORTHERN TRUST CORP | 17 / 15 | $1.4B |
Ranked by how many of Strategic Value Bank Partners LLC's top 15 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 | First Foundation Inc COM | $34.5M | 6.77M | 19.7% | —Held | |
| 2 | Southern States Bancshares COM | $28.8M | 792.3K | 16.5% | ▼−6.6% Reduced · −56K sh | |
| 3 | Glacier Bancorp Inc COM | $15.8M | 366.7K | 9.0% | ▲New New position | |
| 4 | Berkshire Hills Bancorp Inc COM | $15.6M | 623.7K | 8.9% | ▲+18% Added · +93K sh | |
| 5 | Citizens Financial Group COM | $12.3M | 275.5K | 7.1% | —Held | |
| 6 | Peapack Gladstone Finl Corp COM | $10.7M | 378.4K | 6.1% | —Held | |
| 7 | Meridian Corp COM | $8.4M | 651.3K | 4.8% | —Held | |
| 8 | Western New England Bancorp COM | $8.0M | 865.6K | 4.6% | —Held | |
| 9 | Webster Financial Corp COM | $7.6M | 139.6K | 4.4% | ▲New New position | |
| 10 | Bankfinancial Corp COM | $7.5M | 645.0K | 4.3% | —Held | |
| 11 | SB Financial Group Inc COM | $6.7M | 352.8K | 3.9% | —Held | |
| 12 | German American Bancorp COM | $6.3M | 163.9K | 3.6% | —Held | |
| 13 | Virginia National Bankshares COM | $4.8M | 129.0K | 2.7% | —Held | |
| 14 | US Bancorp COM NEW | $4.5M | 100.0K | 2.6% | ▲New New position | |
| 15 | Linkbancorp Inc COM | $3.3M | 449.0K | 1.9% | —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/1904067/holdings"
Use Arkolith to show STRATEGIC VALUE BANK PARTNERS LLC'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. Price-derived performance is withheld until the price-source policy and freshness gate are green.