Latest PL Capital Advisors, LLC Stock Portfolio
PL Capital Advisors, LLC Performance:
2025 Q4: 6.77%YTD: 12.68%2024: 15.88%
Performance for 2025 Q4 is 6.77%, and YTD is 12.68%, and 2024 is 15.88%.
About PL Capital Advisors, LLC and 13F Hedge Fund Stock Holdings
PL Capital Advisors, LLC is a hedge fund based in Naples, FL. On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, PL Capital Advisors, LLC reported an equity portfolio of $317.2 Millions as of 31 Dec, 2025.
The top stock holdings of PL Capital Advisors, LLC are BANC, FISI, EFSC. The fund has invested 17.9% of it's portfolio in BANC OF CALIFORNIA and 17.7% of portfolio in FINANCIAL INSTITUTIONS.
The fund managers got completely rid off MERCHANTS BANCORP (MBIN), FIFTH THIRD BANCORP (FITB) and FLAGSTAR BANK NATIONAL ASSOCIATION (FXNC) stocks. They significantly reduced their stock positions in PRIMIS FINL and NBT BANCORP (NBTB). PL Capital Advisors, LLC opened new stock positions in FIRST HORIZON (FHN), PEAPACK-GLADSTONE FINL (PGC) and RICHMOND MUTUAL BANCORPORATION (RMBI). The fund showed a lot of confidence in some stocks as they added substantially to F & M BANK (FMBM), CHEMUNG FINL (CHMG) and PB FINL.
The top stock holdings of PL Capital Advisors, LLC are BANC, FISI, EFSC. The fund has invested 17.9% of it's portfolio in BANC OF CALIFORNIA and 17.7% of portfolio in FINANCIAL INSTITUTIONS.
The fund managers got completely rid off MERCHANTS BANCORP (MBIN), FIFTH THIRD BANCORP (FITB) and FLAGSTAR BANK NATIONAL ASSOCIATION (FXNC) stocks. They significantly reduced their stock positions in PRIMIS FINL and NBT BANCORP (NBTB). PL Capital Advisors, LLC opened new stock positions in FIRST HORIZON (FHN), PEAPACK-GLADSTONE FINL (PGC) and RICHMOND MUTUAL BANCORPORATION (RMBI). The fund showed a lot of confidence in some stocks as they added substantially to F & M BANK (FMBM), CHEMUNG FINL (CHMG) and PB FINL.
PL Capital Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that PL Capital Advisors, LLC made a return of 6.77% in the last quarter. In trailing 12 months, it's portfolio return was 12.68%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| first horizon | 2,390,000 |
| peapack-gladstone finl | 1,267,180 |
| richmond mutual bancorporation | 8,873 |
| merchants finl group | 5,758 |
New stocks bought by PL Capital Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| f & m bank | 90.42 |
| chemung finl | 84.92 |
| pb finl | 75.00 |
| citba finl | 35.1 |
| two rivers finl group | 12.16 |
| horizon bancorp | 7.19 |
| enterprise finl services | 4.94 |
| financial institutions | 1.57 |
Additions to existing portfolio by PL Capital Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| primis finl | -50.08 |
| nbt bancorp | -28.52 |
| community west bancshares | -22.56 |
| american riviera bancorp | -1.39 |
PL Capital Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| merchants bancorp | -5,987,750 |
| fifth third bancorp | -2,031,480 |
| flagstar bank national association | -62,127 |
| community bancorp of santa maria | -15,582 |
PL Capital Advisors, LLC got rid off the above stocks
Sector Distribution
PL Capital Advisors, LLC has about 88.7% of it's holdings in Financial Services sector.
- Financial Services
- Others
| Sector | % |
|---|---|
| Financial Services | 88.7 |
| Others | 11.3 |
Market Cap. Distribution
PL Capital Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- SMALL-CAP
- MID-CAP
- UNALLOCATED
- MICRO-CAP
| Category | % |
|---|---|
| SMALL-CAP | 44.3 |
| MID-CAP | 37.1 |
| UNALLOCATED | 11.3 |
| MICRO-CAP | 7.3 |
Stocks belong to which Index?
About 75% of the stocks held by PL Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
| Index | % |
|---|---|
| RUSSELL 2000 | 75 |
| Others | 25 |
PL Capital Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of PL Capital Advisors, LLC
PL Capital Advisors, LLC has 26 stocks in it's portfolio. About 88.2% of the portfolio is in top 10 stocks. EFSC proved to be the most loss making stock for the portfolio. BANC was the most profitable stock for PL Capital Advisors, LLC last quarter.
Last Reported on: 10 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BANC | banc of california | 17.93 | 2,949,220 | 56,890,400 | unchanged | 0.00 | ||
| CHMG | chemung finl | 1.92 | 109,336 | 6,100,950 | added | 84.92 | ||
| EFSC | enterprise finl services | 12.48 | 733,329 | 39,599,800 | added | 4.94 | ||
| FHN | first horizon | 0.75 | 100,000 | 2,390,000 | new | |||
| FISI | financial institutions | 17.71 | 1,802,790 | 56,193,000 | added | 1.57 | ||
| FITB | fifth third bancorp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FMBM | f & m bank | 0.32 | 35,153 | 1,010,650 | added | 90.42 | ||
| FNB | f n b | 7.62 | 1,412,760 | 24,158,300 | unchanged | 0.00 | ||
| FNRN | first northern community bancorp | 0.15 | 36,500 | 487,640 | unchanged | 0.00 | ||
| FNWD | finward bancorp | 4.39 | 395,716 | 13,925,200 | unchanged | 0.00 | ||
| FRME | first merchants | 8.11 | 686,333 | 25,723,800 | unchanged | 0.00 | ||
| FXNC | flagstar bank national association | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| HBNC | horizon bancorp | 9.69 | 1,812,820 | 30,745,500 | added | 7.19 | ||
| IBCP | independent bank | 3.27 | 318,985 | 10,376,600 | unchanged | 0.00 | ||
| MBIN | merchants bancorp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MGYR | magyar bancorp | 1.00 | 183,317 | 3,167,720 | unchanged | 0.00 | ||
| NBTB | nbt bancorp | 2.72 | 208,030 | 8,637,410 | reduced | -28.52 | ||
| ORRF | orrstown finl services | 0.72 | 64,356 | 2,279,490 | unchanged | 0.00 | ||
| PGC | peapack-gladstone finl | 0.40 | 45,500 | 1,267,180 | new | |||
| RMBI | richmond mutual bancorporation | 0.00 | 632 | 8,873 | new | |||