Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ategra Capital Management, LLC (CIK 1741369) reported $201.3M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TFC ($22.8M, 11.32%), QQQ ($20.7M, 10.28%), FISI ($17.9M, 8.89%), BHLB ($15.3M, 7.62%), CFG ($14.9M, 7.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TFC | TRUIST FINL CORP | $22.8M | 11.32% | 495,710 | Added |
| 2 | QQQ | INVESCO QQQ TR | $20.7M | 10.28% | 35,839 | Trimmed |
| 3 | FISI | FINANCIAL INSTNS INC | $17.9M | 8.89% | 564,100 | Trimmed |
| 4 | BHLB | BEACON FINANCIAL CORP. | $15.3M | 7.62% | 511,288 | Hold |
| 5 | CFG | CITIZENS FINL GROUP INC | $14.9M | 7.41% | 248,665 | Added |
| 6 | HWBK | HAWTHORN BANCSHARES INC | $11.5M | 5.73% | 342,390 | Hold |
| 7 | WFC | WELLS FARGO CO NEW | $11.5M | 5.71% | 144,410 | Added |
| 8 | PKBK | PARKE BANCORP INC | $10.6M | 5.28% | 374,147 | Trimmed |
| 9 | AX | AXOS FINANCIAL INC | $9.7M | 4.81% | 113,765 | Trimmed |
| 10 | ARBV | AMERICAN RIVIERA BANCORP | $9.0M | 4.46% | 380,700 | Hold |
| 11 | VOO | VANGUARD INDEX FDS | $8.8M | 4.37% | 14,724 | Hold |
| 12 | TCBX | THIRD COAST BANCSHARES INC | $7.8M | 3.85% | 204,923 | Added |
| 13 | CBNK | CAPITAL BANCORP INC MD | $6.9M | 3.42% | 231,256 | Hold |
| 14 | FVCB | FVCBANKCORP INC | $6.6M | 3.30% | 436,748 | Hold |
| 15 | BA | BOEING CO | $5.9M | 2.92% | 29,500 | Added |
| 16 | IBCP | INDEPENDENT BK CORP MICH | $4.6M | 2.30% | 139,223 | Hold |
| 17 | MRBK | MERIDIAN CORPORATION | $4.5M | 2.25% | 239,210 | Trimmed |
| 18 | SCHW | SCHWAB CHARLES CORP | $3.0M | 1.50% | 32,229 | Added |
| 19 | PEBO | PEOPLES BANCORP INC | $2.9M | 1.46% | 89,292 | Hold |
| 20 | EIX | EDISON INTL | $2.7M | 1.34% | 36,930 | Hold |
| 21 | MVBF | MVB FINL CORP | $1.8M | 0.88% | 71,131 | Trimmed |
| 22 | IWN | ISHARES TR | $1.3M | 0.63% | 6,678 | Hold |
| 23 | CFFI | C & F FINL CORP | $524,657 | 0.26% | 7,193 | Trimmed |
| 24 | AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | Exited |
| 25 | EGBN | EAGLE BANCORP INC MD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31