SEC 13F Intelligence

Managers / Q2 2025 · view latest →

PMC FIG Opportunities LLC

CIK 0001899896 · NACHALAT ZADOK ST 16, JERUSALEM, 9454849 · 972-545224702

Reported Value
$68M
Q2 2025
Positions
34
Filings on Record
18
2025–present window
Filed
Aug 14, 2025
original filing

Summary

Pmc Fig Opportunities LLC reported $68M in U.S.-listed holdings across 34 positions for Q2 2025.

Its largest position, CNOB, represents 8.1% of the portfolio.

Compared with Q1 2025, the fund opened 22 new positions and exited 18.

Portfolio Metrics

Turnover
+40.0%
vs prior filed quarter
Top-10 Concentration
+51.6%
share of reported value
Largest Position
+8.1%
Connectone Bancorp
New / Exited
22 / 18
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’25: $41MQ1 ’25Q2 ’25: $68MQ2 ’25Q3 ’25: $66MQ3 ’25Q4 ’25: $64MQ4 ’25Q1 ’26: $65MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 97.1%Other: 2.9%
  • Common Stock · 97.1% · $66M
  • Other · 2.9% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AXAXOS FINANCIAL INCNEW+54.5K54.5K+$4M$4M
PGYPAGAYA TECHNOLOGIES LTDNEW+182.9K182.9K+$4M$4M
BACBANK AMERICA CORPNEW+54.5K54.5K+$3M$3M
RKTROCKET COS INCNEW+170.2K170.2K+$2M$2M
COINCOINBASE GLOBAL INCNEW+6.8K6.8K+$2M$2M
AFRMAFFIRM HLDGS INCNEW+31.9K31.9K+$2M$2M
CASHPATHWARD FINANCIAL INCNEW+27.2K27.2K+$2M$2M
BPOPPOPULAR INCNEW+19.1K19.1K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

32 positions
#IssuerClass% PortfolioValueShares
1CNOBCONNECTONE BANCORP INChistory →COM8.10%$5M237.3K
2CCBCOASTAL FINL CORP WAhistory →COM NEW6.81%$5M47.7K
3AXAXOS FINANCIAL INChistory →COM6.11%$4M54.5K
4CCITIGROUP INChistory →COM NEW5.98%$4M47.7K
5PGYPAGAYA TECHNOLOGIES LTDhistory →CL A NEW5.75%$4M182.9K
6UMBFUMB FINL CORPhistory →COM4.22%$3M27.2K
7BACBANK AMERICA CORPhistory →COM3.80%$3M54.5K
8SOUTHSTATE CORPORATIONCOM3.70%$3M27.2K
9RKTROCKET COS INChistory →COM CL A3.56%$2M170.2K
10COINCOINBASE GLOBAL INChistory →COM CL A3.54%$2M6.8K
11AFRMAFFIRM HLDGS INChistory →COM CL A3.25%$2M31.9K
12CASHPATHWARD FINANCIAL INChistory →COM3.18%$2M27.2K
13BPOPPOPULAR INChistory →COM NEW3.10%$2M19.1K
14HOODROBINHOOD MKTS INChistory →COM CL A3.02%$2M21.9K
15LOBLIVE OAK BANCSHARES INChistory →COM2.99%$2M68.1K
16SMBKSMARTFINANCIAL INChistory →COM NEW2.84%$2M56.9K
17FISVFISERV INChistory →COM2.77%$2M10.9K
18SCHWSCHWAB CHARLES CORPhistory →COM2.75%$2M20.4K
19CFGCITIZENS FINL GROUP INChistory →COM2.70%$2M40.8K
20PIPER SANDLER COMPANIESCOM2.59%$2M6.3K
21MYFWFIRST WESTN FINL INChistory →COM2.26%$2M67.9K
22WFCWELLS FARGO CO NEWhistory →COM2.23%$2M18.9K
23SBCFSEACOAST BKG CORP FLAhistory →COM NEW2.22%$2M54.5K
24SFSTIFEL FINL CORPhistory →COM2.08%$1M13.6K
25PINNACLE FINL PARTNERS INCCOM1.99%$1M12.2K
26NPBNORTHPOINTE BANCSHARES INC.history →COM SHS1.38%$933,30868.1K
27TOWNEBANK PORTSMOUTH VACOM1.37%$930,72127.2K
28QCRHQCR HOLDINGS INChistory →COM1.36%$924,45913.6K
29OBTORANGE CNTY BANCORP INChistory →COM1.04%$703,62327.2K
30NBNNORTHEAST BK PORTLAND MECOM0.89%$605,7556.8K
31VBTXVERITEX HLDGS INCCOM0.89%$604,13723.1K
32ESQESQUIRE FINL HLDGS INCCOM0.69%$465,6334.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$65M29May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$64M31Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$66M31Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$68M34Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$41M30May 15, 202513F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • BOOTHBAY FUND MANAGEMENT, LLC028-16782
  • Persistent Asset Partners Ltd028-25300

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.