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Michael Shay

@Strategic Value Bank Partners Llc

Latest period2024 - Q3ReportedManaged Assets$162.867MTotal holdings18
Assets growth rate7.92%Assets growth rate (2-Q avg)3.3%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Value Bank Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 18 positions.

Assets under management

The assets under management (AUM) of Strategic Value Bank Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 162.867M in assets, with a quarterly growth rate of 7.92% and a 2-quarter average growth rate of 3.3%. The portfolio is managed by Michael Shay, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WTFCWintrust Finl Corp
Recent Activity
Exited
0%
$6.853M
69,533 shares@ $98.56 avg price
RFRegions Financial Corp New
Recent Activity
Exited
0%
$5.82M
290,439 shares@ $20.05 avg price
TCBITexas Cap Bancshares Inc
Recent Activity
Exited
0%
$1.731M
28,309 shares@ $61.14 avg price
FSFGFirst Svgs Finl Group Inc
Recent Activity
Exited
0%
$1.479M
83,155 shares@ $17.79 avg price