Position in CFFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$524,657
-$505,322 QoQ
Shares Held
7,193
-49.3% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFFI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ategra Capital Management, LLC holds $139,924,552 across 13 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FISI |
Financial Institutions Inc
|
564,100 | $21,982,977 | |
| 2 | TFC |
Truist Financial Corp
|
395,710 | $19,714,272 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
248,665 | $17,423,956 | |
| 4 | HWBK |
Hawthorn Bancshares, Inc.
|
342,390 | $13,455,927 | |
| 5 | PKBK |
Parke Bancorp, Inc.
|
343,842 | $11,401,800 | |
| 6 | AX |
Axos Financial, Inc.
|
113,765 | $11,079,573 | |
| 7 | TCBX |
Third Coast Bancshares, Inc.
|
261,387 | $10,560,034 | |
| 8 | CBNK |
Capital Bancorp Inc
|
231,256 | $8,121,710 |
All Filings in CFFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $524,657 | 7,193 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,029,979 | 14,189 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,106,918 | 16,472 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,016,816 | 16,472 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,110,048 | 16,472 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,384,458 | 19,431 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,133,798 | 19,431 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $936,574 | 19,431 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $699,979 | 13,035 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $3,639,866 | 70,390 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $5,284,098 | 90,683 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $4,851,540 | 90,683 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $3,973,600 | 86,439 | Shares | Sole | 2025-02-14 | |
| 2022-03-31 | $4,367,762 | 86,439 | Shares | Sole | 2025-02-14 | |
| 2021-12-31 | $3,780,074 | 73,844 | Shares | Sole | 2025-02-14 | |
| 2021-09-30 | $3,561,450 | 67,058 | Shares | Sole | 2025-02-14 | |
| 2021-06-30 | $3,149,658 | 61,758 | Shares | Sole | 2025-02-14 | |
| 2021-03-31 | $2,076,846 | 46,892 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||