Patriot Financial Partners GP II, L.P.

CIK 0002061817 · Q2 2026

13F Equity AUM

$391.3M

+0.8% QoQ

Positions

0 QoQ

AUM Rank

#4,300

Top 49%

Skill Alpha (FF)

—

Building track record (3q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 61.5%Top 10: 96.4%Top 20: 100.0%

MCB16.8%

AMTB13.1%

EQBK12.7%

TOWN9.5%

USCB9.4%

AVBH8.9%

NEWT8.7%

FRBA7.4%

FRST5.1%

COSO4.7%

Others (2)3.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 12Median: 8.80%Avg: 8.33%

0–0.5%

1(0.1%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

2(8.2%)

5%+

9(91.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 12vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased6Exited0

Decreased

TOWN9.5%

-496,739(-33%)

COSO4.7%

-467,844(-40%)

AMTB13.1%

-250,000(-11%)

EQBK12.7%

-177,149(-15%)

MCB16.8%

-100,000(-13%)

USCB9.4%

-50,000(-3%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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