STRATEGIC VALUE BANK PARTNERS LLC

CLEVELAND, OH · CIK 1904067 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2018 · limited liability company

As an employer

$142.8m reported value -23.2% vs Q1 2026

10positions

100.0%in top 10

1 new 0 added 2 reduced 5 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FIRSTSUN CAP BANCORP COM FSUN	FSUN	1,151,160	$44.6m31.26%	31.26%	New
2	BERKSHIRE HILLS BANCORP INC COM BBT	BBT	623,747	$19.0m13.30%	13.30%	Unchanged
3	PEAPACK-GLADSTONE FINL CORP COM PGC	PGC	378,416	$17.9m12.54%	12.54%	Unchanged
4	MERIDIAN CORP COM MRBK	MRBK	651,298	$13.0m9.13%	9.13%	Unchanged
5	WESTERN NEW ENG BANCORP INC COM WNEB	WNEB	865,565	$12.4m8.67%	8.67%	Unchanged
6	OCEANFIRST FINL CORP COM OCFC	OCFC	627,333	$12.3m8.58%	8.58%	Unchanged
7	SB FINL GROUP INC COM SBFG	SBFG	243,628	$6.2m4.31%	4.31%	Reduced -30.5k	-30,535 -11.1%
8	THIRD COAST BANCSHARES INC COM TCBX	TCBX	146,474	$5.9m4.14%	4.14%	Reduced -12.0k	-11,995 -7.6%
9	WESTERN ALLIANCE BANCORP COM WAL	WAL	70,602	$5.8m4.06%	4.06%	Unchanged
10	VIRGINIA NATL BANKSHARES COR COM VABK	VABK	128,953	$5.7m4.01%	4.01%	Unchanged

Security	Ticker	Shares held before	Value then
FIRST FNDTN INC FFWM	FFWM	6,768,343	$39.9m6.8m shares
COMMERCE BANCSHARES INC CBSH	CBSH	712,590	$35.1m712.6k shares
CITIZENS FINL GROUP INC CFG	CFG	275,500	$16.5m275.5k shares
US BANCORP DEL USB	USB	100,000	$5.2m100.0k shares
BAYCOM CORP BCML	BCML	26,393	$784.5k26.4k shares