Latest Petiole USA ltd Stock Portfolio
$143Million | No. of Holdings #32
Petiole USA ltd Performance
2026 Q1+0.72%
YTD+0.72%
2025+7.73%
About Petiole USA ltd and 13F Hedge Fund Stock Holdings
On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Petiole USA ltd reported an equity portfolio of $143 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Petiole USA ltd are CBAN, CARE, FXNC. The fund has invested 6.3% of it's portfolio in COLONY BANKCORP INC and 6.2% of portfolio in CARTER BANKSHARES INC. <br><br> The fund managers got completely rid off SYNOVUS FINL CORP (SNV), PINNACLE FINL PARTNERS INC (PNFP) and ZIONS BANCORPORATION N A (ZION) stocks. They significantly reduced their stock positions in FIRST CTZNS BANCSHARES INC D (FCNCA), CITIZENS FINL GROUP INC (CFG) and COLUMBIA BKG SYS INC (COLB). Petiole USA ltd opened new stock positions in PINNACLE FINL PARTNERS INC and EAST WEST BANCORP INC (EWBC). The fund showed a lot of confidence in some stocks as they added substantially to UMB FINL CORP (UMBF).
Petiole USA ltd Equity Portfolio Value
Last Reported on: 14 May, 2026
$143Million
as of May 14, 2026Petiole USA ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Petiole USA ltd made a return of 0.72% in the last quarter. In trailing 12 months, it's portfolio return was 15.96%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| pinnacle finl partners inc | 3,480,490 |
| east west bancorp inc | 1,985,740 |
New stocks bought by Petiole USA ltd
Additions
| Ticker | % Inc. |
|---|---|
| umb finl corp | 76.69 |
Additions to existing portfolio by Petiole USA ltd
Reductions
| Ticker | % Reduced |
|---|---|
| first ctzns bancshares inc d | -60.89 |
| citizens finl group inc | -7.61 |
| columbia bkg sys inc | -7.00 |
| commercial bancgroup inc | -6.88 |
| f n b corp | -6.83 |
| southstate bk corp | -6.77 |
| banner corp | -6.61 |
| huntington bancshares inc | -6.58 |
Petiole USA ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| synovus finl corp | -3,506,650 |
| zions bancorporation n a | -2,927,000 |
| pinnacle finl partners inc | -3,226,190 |
Petiole USA ltd got rid off the above stocks
Sector Distribution
Petiole USA ltd has about 83.6% of it's holdings in Financial Services sector.
- Financial Services
- Others
| Sector | % |
|---|---|
| Financial Services | 83.6 |
| Others | 16.4 |
Market Cap. Distribution
Petiole USA ltd has about 17.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- SMALL-CAP
- MID-CAP
- UNALLOCATED
- LARGE-CAP
- MICRO-CAP
| Category | % |
|---|---|
| SMALL-CAP | 30.1 |
| MID-CAP | 24.1 |
| UNALLOCATED | 18.6 |
| LARGE-CAP | 17.4 |
| MICRO-CAP | 9.8 |
Stocks belong to which Index?
About 57.3% of the stocks held by Petiole USA ltd either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
- S&P 500
| Index | % |
|---|---|
| RUSSELL 2000 | 53.1 |
| Others | 42.6 |
| S&P 500 | 4.2 |
Petiole USA ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Petiole USA ltd
Petiole USA ltd has 32 stocks in it's portfolio. About 51% of the portfolio is in top 10 stocks. FCNCA proved to be the most loss making stock for the portfolio. CARE was the most profitable stock for Petiole USA ltd last quarter.
$143.01MTotal Value
35.00Positions
14 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Banc Of California Inc Petiole USA ltd's holding in Banc Of California Inc over time | 4.88% | 397,167 | $6.98M 4.88% | 0%unchanged 0 percentunchanged | |
 Banner Corp Banner CorpBANR Petiole USA ltd's holding in Banner Corp over time | 1.32% | 31,085 | $1.89M 1.32% | 6.61%decreased 6.61 percentreduced | |
 Carter Bankshares Inc Petiole USA ltd's holding in Carter Bankshares Inc over time | 6.22% | 381,373 | $8.89M 6.22% | 1.42%decreased 1.42 percentreduced | |
 Colony Bankcorp Inc Petiole USA ltd's holding in Colony Bankcorp Inc over time | 6.35% | 454,763 | $9.08M 6.35% | 1.73%decreased 1.73 percentreduced | |
 Cnb Finl Corp Pa Cnb Finl Corp PaCCNE Petiole USA ltd's holding in Cnb Finl Corp Pa over time | 3.83% | 189,241 | $5.48M 3.83% | 0%unchanged 0 percentunchanged | |
 Citizens Finl Group Inc Petiole USA ltd's holding in Citizens Finl Group Inc over time | 2.39% | 57,054 | $3.42M 2.39% | 7.61%decreased 7.61 percentreduced | |
 Columbia Bkg Sys Inc Petiole USA ltd's holding in Columbia Bkg Sys Inc over time | 1.48% | 77,090 | $2.11M 1.48% | 7%decreased 7 percentreduced | |
 Equity Bancshares Inc Petiole USA ltd's holding in Equity Bancshares Inc over time | 1.78% | 57,364 | $2.55M 1.78% | 0%unchanged 0 percentunchanged | |
 East West Bancorp Inc Petiole USA ltd's holding in East West Bancorp Inc over time | 1.39% | 18,600 | $1.99M 1.39% | Newnew position | |
 FCNCA First Ctzns Bancshares Inc DFirst Ctzns Bancshares Inc DFCNCA | 3.18% | 2,415 | $4.55M 3.18% | 60.89%decreased 60.89 percentreduced | |
 F N B Corp F N B CorpFNB Petiole USA ltd's holding in F N B Corp over time | 1.75% | 150,151 | $2.51M 1.75% | 6.83%decreased 6.83 percentreduced | |
 First Northwest Bancorp Petiole USA ltd's holding in First Northwest Bancorp over time | 1.56% | 257,897 | $2.24M 1.56% | 1.83%decreased 1.83 percentreduced | |
 First Merchants Corp Petiole USA ltd's holding in First Merchants Corp over time | 2.55% | 94,047 | $3.64M 2.55% | 0%unchanged 0 percentunchanged | |
 Primis Financial Corp Petiole USA ltd's holding in Primis Financial Corp over time | 2.14% | 230,222 | $3.06M 2.14% | 0%unchanged 0 percentunchanged | |
 First Natl Corp Va Petiole USA ltd's holding in First Natl Corp Va over time | 5.8% | 307,940 | $8.29M 5.8% | 1.12%decreased 1.12 percentreduced | |
 Hanmi Finl Corp Hanmi Finl CorpHAFC Petiole USA ltd's holding in Hanmi Finl Corp over time | 1.29% | 69,851 | $1.84M 1.29% | 2.51%decreased 2.51 percentreduced | |
 Huntington Bancshares Inc Petiole USA ltd's holding in Huntington Bancshares Inc over time | 1.85% | 168,940 | $2.64M 1.85% | 6.58%decreased 6.58 percentreduced | |
 Hancock Whitney Corporation Petiole USA ltd's holding in Hancock Whitney Corporation over time | 3.83% | 86,218 | $5.48M 3.83% | 0%unchanged 0 percentunchanged | |
 Mid Penn Bancorp Inc Petiole USA ltd's holding in Mid Penn Bancorp Inc over time | 4.37% | 194,511 | $6.26M 4.37% | 1.32%decreased 1.32 percentreduced | |
 Orrstown Finl Svcs Inc Petiole USA ltd's holding in Orrstown Finl Svcs Inc over time | 4.33% | 171,766 | $6.20M 4.33% | 2.94%decreased 2.94 percentreduced | |