Filed: 11/14/2025ACC: 0001493152-25-023422
📋 What this filing means
PMC FIG OPPORTUNITIES LLC filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $66.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$66.31M
Total AUM (reported)
2.12M
Total Shares
Allocation by class
COM$48.46M73.1%
COM NEW$10.37M15.6%
CL A NEW$2.85M4.3%
COM SHS$2.23M3.4%
COM CL A$2.09M3.1%
SPDR S&P1500VL$313.6K0.5%
Portfolio Concentration
Top 3$12.99M19.6%
4–10$20.81M31.4%
11–25$28.83M43.5%
Rest$3.68M5.5%
Top 3 weight
19.6%
Top 10 weight
51.0%
Voting Authority Distribution
Total shares with voting rights: 2.12M
Sole
Full voting authority
2.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
CONNECTONE BANCORP INC
SOLEShares235.82K
TypeSH
Market value$5.85M
8.82%
Sole
235.82K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares35.35K
TypeSH
Market value$3.59M
5.41%
Sole
35.35K
Shared
0.00
None
0.00
FB FINL CORP
SOLEShares63.64K
TypeSH
Market value$3.55M
5.35%
Sole
63.64K
Shared
0.00
None
0.00
STIFEL FINL CORP
SOLEShares31.11K
TypeSH
Market value$3.53M
5.32%
Sole
31.11K
Shared
0.00
None
0.00
AXOS FINANCIAL INC
SOLEShares39.60K
TypeSH
Market value$3.35M
5.06%
Sole
39.60K
Shared
0.00
None
0.00
COASTAL FINL CORP WA
SOLEShares28.28K
TypeSH
Market value$3.06M
4.61%
Sole
28.28K
Shared
0.00
None
0.00
PAGAYA TECHNOLOGIES LTD
SOLEShares95.94K
TypeSH
Market value$2.85M
4.30%
Sole
95.94K
Shared
0.00
None
0.00
FIRST WESTN FINL INC
SOLEShares120.11K
TypeSH
Market value$2.77M
4.17%
Sole
120.11K
Shared
0.00
None
0.00
QCR HOLDINGS INC
SOLEShares35.35K
TypeSH
Market value$2.67M
4.03%
Sole
35.35K
Shared
0.00
None
0.00
SEACOAST BKG CORP FLA
SOLEShares84.85K
TypeSH
Market value$2.58M
3.89%
Sole
84.85K
Shared
0.00
None
0.00
LIVE OAK BANCSHARES INC
SOLEShares70.71K
TypeSH
Market value$2.49M
3.76%
Sole
70.71K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares28.28K
TypeSH
Market value$2.45M
3.70%
Sole
28.28K
Shared
0.00
None
0.00
TOWNEBANK PORTSMOUTH VA
SOLEShares70.71K
TypeSH
Market value$2.44M
3.69%
Sole
70.71K
Shared
0.00
None
0.00
AVIDBANK HLDGS INC
SOLEShares93.74K
TypeSH
Market value$2.39M
3.60%
Sole
93.74K
Shared
0.00
None
0.00
NORTHPOINTE BANCSHARES INC.
SOLEShares130.50K
TypeSH
Market value$2.23M
3.36%
Sole
130.50K
Shared
0.00
None
0.00
WEBSTER FINL CORP
SOLEShares35.35K
TypeSH
Market value$2.10M
3.17%
Sole
35.35K
Shared
0.00
None
0.00
SOUTHSTATE BK CORP
SOLEShares21.21K
TypeSH
Market value$2.10M
3.16%
Sole
21.21K
Shared
0.00
None
0.00
AMERIS BANCORP
SOLEShares24.04K
TypeSH
Market value$1.76M
2.66%
Sole
24.04K
Shared
0.00
None
0.00
ARBOR REALTY TRUST INC
SOLEShares141.41K
TypeSH
Market value$1.73M
2.60%
Sole
141.41K
Shared
0.00
None
0.00
UWM HOLDINGS CORPORATION
SOLEShares282.83K
TypeSH
Market value$1.72M
2.60%
Sole
282.83K
Shared
0.00
None
0.00
BANKUNITED INC
SOLEShares42.42K
TypeSH
Market value$1.62M
2.44%
Sole
42.42K
Shared
0.00
None
0.00
BANCORP INC DEL
SOLEShares21.21K
TypeSH
Market value$1.59M
2.40%
Sole
21.21K
Shared
0.00
None
0.00
CITIZENS FINL GROUP INC
SOLEShares28.28K
TypeSH
Market value$1.50M
2.27%
Sole
28.28K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares28.28K
TypeSH
Market value$1.46M
2.20%
Sole
28.28K
Shared
0.00
None
0.00
AGNC INVT CORP
SOLEShares127.27K
TypeSH
Market value$1.25M
1.88%
Sole
127.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CONNECTONE BANCORP INCSOLE | COM | 235.82K | SH | $5.85M 8.82% | 235.82K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 35.35K | SH | $3.59M 5.41% | 35.35K | 0.00 | 0.00 |
FB FINL CORPSOLE | COM | 63.64K | SH | $3.55M 5.35% | 63.64K | 0.00 | 0.00 |
STIFEL FINL CORPSOLE | COM | 31.11K | SH | $3.53M 5.32% | 31.11K | 0.00 | 0.00 |
AXOS FINANCIAL INCSOLE | COM | 39.60K | SH | $3.35M 5.06% | 39.60K | 0.00 | 0.00 |
COASTAL FINL CORP WASOLE | COM NEW | 28.28K | SH | $3.06M 4.61% | 28.28K | 0.00 | 0.00 |
PAGAYA TECHNOLOGIES LTDSOLE | CL A NEW | 95.94K | SH | $2.85M 4.30% | 95.94K | 0.00 | 0.00 |
FIRST WESTN FINL INCSOLE | COM | 120.11K | SH | $2.77M 4.17% | 120.11K | 0.00 | 0.00 |
QCR HOLDINGS INCSOLE | COM | 35.35K | SH | $2.67M 4.03% | 35.35K | 0.00 | 0.00 |
SEACOAST BKG CORP FLASOLE | COM NEW | 84.85K | SH | $2.58M 3.89% | 84.85K | 0.00 | 0.00 |
LIVE OAK BANCSHARES INCSOLE | COM | 70.71K | SH | $2.49M 3.76% | 70.71K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 28.28K | SH | $2.45M 3.70% | 28.28K | 0.00 | 0.00 |
TOWNEBANK PORTSMOUTH VASOLE | COM | 70.71K | SH | $2.44M 3.69% | 70.71K | 0.00 | 0.00 |
AVIDBANK HLDGS INCSOLE | COM | 93.74K | SH | $2.39M 3.60% | 93.74K | 0.00 | 0.00 |
NORTHPOINTE BANCSHARES INC.SOLE | COM SHS | 130.50K | SH | $2.23M 3.36% | 130.50K | 0.00 | 0.00 |
WEBSTER FINL CORPSOLE | COM | 35.35K | SH | $2.10M 3.17% | 35.35K | 0.00 | 0.00 |
SOUTHSTATE BK CORPSOLE | COM | 21.21K | SH | $2.10M 3.16% | 21.21K | 0.00 | 0.00 |
AMERIS BANCORPSOLE | COM | 24.04K | SH | $1.76M 2.66% | 24.04K | 0.00 | 0.00 |
ARBOR REALTY TRUST INCSOLE | COM | 141.41K | SH | $1.73M 2.60% | 141.41K | 0.00 | 0.00 |
UWM HOLDINGS CORPORATIONSOLE | COM CL A | 282.83K | SH | $1.72M 2.60% | 282.83K | 0.00 | 0.00 |
BANKUNITED INCSOLE | COM | 42.42K | SH | $1.62M 2.44% | 42.42K | 0.00 | 0.00 |
BANCORP INC DELSOLE | COM | 21.21K | SH | $1.59M 2.40% | 21.21K | 0.00 | 0.00 |
CITIZENS FINL GROUP INCSOLE | COM | 28.28K | SH | $1.50M 2.27% | 28.28K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 28.28K | SH | $1.46M 2.20% | 28.28K | 0.00 | 0.00 |
AGNC INVT CORPSOLE | COM | 127.27K | SH | $1.25M 1.88% | 127.27K | 0.00 | 0.00 |
Page 1 of 2