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Portfolio (Quarterly) Guide ↗

PMC FIG Opportunities LLC

· CIK 0001899896
13F Portfolio $65M AUM 29 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 10 Added 8 Reduced 13 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AX AXOS FINANCIAL INC Financial Services 59,280.0 $5.0M 7.75% +53K +805.3% $85.09 +1.0%
2 CCB COASTAL FINL CORP WA Financial Services 63,617.0 $4.8M 7.44% +20K +47.2% $76.10 -7.7%
3 CVBF CVB FINL CORP Financial Services 229,213.0 $4.4M 6.83% +151K +191.7% $19.39 +4.8%
4 ENVA ENOVA INTL INC Financial Services 27,254.0 $3.7M 5.69% +26K +1498.5% $135.83 +18.5%
5 SFBS SERVISFIRST BANCSHARES INC Financial Services 45,593.0 $3.3M 5.11% NEW $72.83 +6.0%
6 COLB COLUMBIA BKG SYS INC Financial Services 117,879.0 $3.2M 4.97% +20K +20.0% $27.43 +8.0%
7 ABCB AMERIS BANCORP Financial Services 39,289.0 $3.1M 4.71% +11K +36.6% $77.99 +8.7%
8 QCRH QCR HOLDINGS INC Financial Services 32,745.0 $2.8M 4.30% +9K +38.9% $85.45 +6.9%
9 RKT ROCKET COS INC Financial Services 180,915.0 $2.6M 3.96% NEW $14.25 -4.4%
10 C CITIGROUP INC Financial Services 22,313.0 $2.5M 3.89% -4K -14.8% $113.41 +10.4%
11 NU NU HLDGS LTD Financial Services 170,149.0 $2.4M 3.76% NEW $14.37 -8.4%
12 SII SPROTT INC Financial Services 17,028.0 $2.4M 3.74% -3K -13.3% $142.90 -11.0%
13 PATHWARD FINANCIAL INC 26,195.0 $2.3M 3.59% -3K -9.1% $89.23
14 NBN NORTHEAST BK PORTLAND ME Financial Services 20,618.0 $2.3M 3.56% -12K -37.0% $112.37 +10.6%
15 TFIN TRIUMPH FINANCIAL INC Financial Services 37,988.0 $2.3M 3.48% NEW $59.66 +9.8%
16 SOUTHSTATE BK CORP 24,307.0 $2.2M 3.46% +5K +23.7% $92.52
17 SF STIFEL FINL CORP Financial Services 30,384.0 $2.2M 3.45% -1K -3.3% $73.92 -1.1%
18 MYFW FIRST WESTN FINL INC Financial Services 87,487.0 $2.2M 3.31% -20K -18.4% $24.58 +15.3%
19 NORTHPOINTE BANCSHARES INC. 101,227.0 $1.7M 2.69% +49K +93.2% $17.26
20 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 48,614.0 $1.7M 2.54% NEW $33.95 +1.3%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 100.0%