Filed: 8/14/2025ACC: 0001641172-25-024012
📋 What this filing means
PMC FIG OPPORTUNITIES LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $67.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$67.81M
Total AUM (reported)
1.50M
Total Shares
Allocation by class
COM$39.13M57.7%
COM NEW$14.20M20.9%
COM CL A$9.06M13.4%
CL A NEW$4.11M6.1%
COM SHS$933.3K1.4%
SPDR S&P1500VL$376.9K0.6%
Portfolio Concentration
Top 3$14.25M21.0%
4–10$20.71M30.5%
11–25$27.09M39.9%
Rest$5.76M8.5%
Top 3 weight
21.0%
Top 10 weight
51.6%
Voting Authority Distribution
Total shares with voting rights: 1.50M
Sole
Full voting authority
1.50M
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)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
CONNECTONE BANCORP INC
SOLEShares237.26K
TypeSH
Market value$5.49M
8.10%
Sole
237.26K
Shared
0.00
None
0.00
COASTAL FINL CORP WA
SOLEShares47.65K
TypeSH
Market value$4.62M
6.81%
Sole
47.65K
Shared
0.00
None
0.00
AXOS FINANCIAL INC
SOLEShares54.46K
TypeSH
Market value$4.14M
6.11%
Sole
54.46K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares47.65K
TypeSH
Market value$4.06M
5.98%
Sole
47.65K
Shared
0.00
None
0.00
PAGAYA TECHNOLOGIES LTD
SOLEShares182.87K
TypeSH
Market value$3.90M
5.75%
Sole
182.87K
Shared
0.00
None
0.00
UMB FINL CORP
SOLEShares27.23K
TypeSH
Market value$2.86M
4.22%
Sole
27.23K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares54.46K
TypeSH
Market value$2.58M
3.80%
Sole
54.46K
Shared
0.00
None
0.00
SOUTHSTATE CORPORATION
SOLEShares27.23K
TypeSH
Market value$2.51M
3.70%
Sole
27.23K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares170.19K
TypeSH
Market value$2.41M
3.56%
Sole
170.19K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares6.84K
TypeSH
Market value$2.40M
3.54%
Sole
6.84K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares31.87K
TypeSH
Market value$2.20M
3.25%
Sole
31.87K
Shared
0.00
None
0.00
PATHWARD FINANCIAL INC
SOLEShares27.23K
TypeSH
Market value$2.15M
3.18%
Sole
27.23K
Shared
0.00
None
0.00
POPULAR INC
SOLEShares19.07K
TypeSH
Market value$2.10M
3.10%
Sole
19.07K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares21.88K
TypeSH
Market value$2.05M
3.02%
Sole
21.88K
Shared
0.00
None
0.00
LIVE OAK BANCSHARES INC
SOLEShares68.08K
TypeSH
Market value$2.03M
2.99%
Sole
68.08K
Shared
0.00
None
0.00
SMARTFINANCIAL INC
SOLEShares56.94K
TypeSH
Market value$1.92M
2.84%
Sole
56.94K
Shared
0.00
None
0.00
FISERV INC
SOLEShares10.90K
TypeSH
Market value$1.88M
2.77%
Sole
10.90K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares20.42K
TypeSH
Market value$1.86M
2.75%
Sole
20.42K
Shared
0.00
None
0.00
CITIZENS FINL GROUP INC
SOLEShares40.85K
TypeSH
Market value$1.83M
2.70%
Sole
40.85K
Shared
0.00
None
0.00
PIPER SANDLER COMPANIES
SOLEShares6.31K
TypeSH
Market value$1.75M
2.59%
Sole
6.31K
Shared
0.00
None
0.00
FIRST WESTN FINL INC
SOLEShares67.88K
TypeSH
Market value$1.53M
2.26%
Sole
67.88K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares18.85K
TypeSH
Market value$1.51M
2.23%
Sole
18.85K
Shared
0.00
None
0.00
SEACOAST BKG CORP FLA
SOLEShares54.46K
TypeSH
Market value$1.50M
2.22%
Sole
54.46K
Shared
0.00
None
0.00
STIFEL FINL CORP
SOLEShares13.62K
TypeSH
Market value$1.41M
2.08%
Sole
13.62K
Shared
0.00
None
0.00
PINNACLE FINL PARTNERS INC
SOLEShares12.20K
TypeSH
Market value$1.35M
1.99%
Sole
12.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CONNECTONE BANCORP INCSOLE | COM | 237.26K | SH | $5.49M 8.10% | 237.26K | 0.00 | 0.00 |
COASTAL FINL CORP WASOLE | COM NEW | 47.65K | SH | $4.62M 6.81% | 47.65K | 0.00 | 0.00 |
AXOS FINANCIAL INCSOLE | COM | 54.46K | SH | $4.14M 6.11% | 54.46K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 47.65K | SH | $4.06M 5.98% | 47.65K | 0.00 | 0.00 |
PAGAYA TECHNOLOGIES LTDSOLE | CL A NEW | 182.87K | SH | $3.90M 5.75% | 182.87K | 0.00 | 0.00 |
UMB FINL CORPSOLE | COM | 27.23K | SH | $2.86M 4.22% | 27.23K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 54.46K | SH | $2.58M 3.80% | 54.46K | 0.00 | 0.00 |
SOUTHSTATE CORPORATIONSOLE | COM | 27.23K | SH | $2.51M 3.70% | 27.23K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 170.19K | SH | $2.41M 3.56% | 170.19K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 6.84K | SH | $2.40M 3.54% | 6.84K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 31.87K | SH | $2.20M 3.25% | 31.87K | 0.00 | 0.00 |
PATHWARD FINANCIAL INCSOLE | COM | 27.23K | SH | $2.15M 3.18% | 27.23K | 0.00 | 0.00 |
POPULAR INCSOLE | COM NEW | 19.07K | SH | $2.10M 3.10% | 19.07K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 21.88K | SH | $2.05M 3.02% | 21.88K | 0.00 | 0.00 |
LIVE OAK BANCSHARES INCSOLE | COM | 68.08K | SH | $2.03M 2.99% | 68.08K | 0.00 | 0.00 |
SMARTFINANCIAL INCSOLE | COM NEW | 56.94K | SH | $1.92M 2.84% | 56.94K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 10.90K | SH | $1.88M 2.77% | 10.90K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 20.42K | SH | $1.86M 2.75% | 20.42K | 0.00 | 0.00 |
CITIZENS FINL GROUP INCSOLE | COM | 40.85K | SH | $1.83M 2.70% | 40.85K | 0.00 | 0.00 |
PIPER SANDLER COMPANIESSOLE | COM | 6.31K | SH | $1.75M 2.59% | 6.31K | 0.00 | 0.00 |
FIRST WESTN FINL INCSOLE | COM | 67.88K | SH | $1.53M 2.26% | 67.88K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 18.85K | SH | $1.51M 2.23% | 18.85K | 0.00 | 0.00 |
SEACOAST BKG CORP FLASOLE | COM NEW | 54.46K | SH | $1.50M 2.22% | 54.46K | 0.00 | 0.00 |
STIFEL FINL CORPSOLE | COM | 13.62K | SH | $1.41M 2.08% | 13.62K | 0.00 | 0.00 |
PINNACLE FINL PARTNERS INCSOLE | COM | 12.20K | SH | $1.35M 1.99% | 12.20K | 0.00 | 0.00 |
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