Position in FVCB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,643,090
+$1,008,888 QoQ
Shares Held
436,748
0.0% QoQ
Ownership
2.42%
of shares outstanding
% of Portfolio
4.54%
of 13F equity value
Holder Rank
#5
of 118 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FVCB 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. FVCB ranks #10 (5.5% of the industry book) .
| # | 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 FVCB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,643,090 | 436,748 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,634,202 | 436,748 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,075,164 | 436,748 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,781,170 | 368,633 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,397,131 | 118,401 | Shares | Defined | 2025-08-14 | |
| 2023-09-30 | $1,054,314 | 82,304 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $886,414 | 82,304 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $737,533 | 69,252 | Shares | Sole | 2025-02-14 | |
| 2021-09-30 | $4,215,920 | 210,796 | Shares | Sole | 2025-02-14 | |
| 2021-06-30 | $5,814,652 | 336,886 | Shares | Sole | 2025-02-14 | |
| 2021-03-31 | $6,291,853 | 363,271 | Shares | Sole | 2025-02-14 | |
| 2020-12-31 | $3,966,662 | 269,841 | Shares | Sole | 2025-02-14 | |
| 2020-09-30 | $1,210,420 | 121,042 | Shares | Sole | 2025-02-14 | |
| 2020-06-30 | $894,930 | 83,172 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||