Position in IBCP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,636,125
+$107,201 QoQ
Shares Held
139,223
0.0% QoQ
Ownership
0.676%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBCP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Ategra Capital Management, LLC holds $133,832,040 across 15 Banks - Regional names. IBCP ranks #11 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
395,710 | $18,190,788 | |
| 2 | FISI |
Financial Institutions Inc
|
564,100 | $17,887,611 | |
| 3 | BBT |
Beacon Financial Corp
|
511,288 | $15,338,640 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
248,665 | $14,912,440 | |
| 5 | HWBK |
Hawthorn Bancshares, Inc.
|
342,390 | $11,535,119 | |
| 6 | PKBK |
Parke Bancorp, Inc.
|
374,147 | $10,625,774 | |
| 7 | AX |
Axos Financial, Inc.
|
113,765 | $9,680,263 | |
| 8 | TCBX |
Third Coast Bancshares, Inc.
|
204,923 | $7,752,237 |
All Filings in IBCP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,636,125 | 139,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,528,924 | 139,223 | Shares | Defined | 2026-02-17 | |
| 2024-09-30 | $1,687,543 | 50,601 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,770,895 | 361,885 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $10,975,079 | 432,942 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $11,270,068 | 433,131 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $7,860,413 | 428,594 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $7,113,787 | 419,445 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $6,242,494 | 351,294 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $7,634,091 | 319,151 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $6,025,362 | 315,464 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $4,859,890 | 252,069 | Shares | Sole | 2025-02-14 | |
| 2022-03-31 | $3,521,804 | 160,082 | Shares | Sole | 2025-02-14 | |
| 2021-12-31 | $310,930 | 13,026 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||