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Latest PL Capital Advisors, LLC Stock Portfolio

$331Million– No. of Holdings #30

PL Capital Advisors, LLC Performance:
2026 Q1: -0.99%YTD: -0.99%2025: 12.68%
Performance for 2026 Q1 is -0.99%, and YTD is -0.99%, and 2025 is 12.68%.

About PL Capital Advisors, LLC and 13F Hedge Fund Stock Holdings

PL Capital Advisors, LLC is a hedge fund based in Naples, FL. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, PL Capital Advisors, LLC reported an equity portfolio of $331.6 Millions as of 31 Mar, 2026.

The top stock holdings of PL Capital Advisors, LLC are FISI, BANC, EFSC. The fund has invested 17.4% of it's portfolio in FINANCIAL INSTITUTIONS and 15.6% of portfolio in BANC OF CALIFORNIA.

The fund managers got completely rid off TWO RIVERS FINL GROUP stocks. They significantly reduced their stock positions in CITBA FINL and F N B (FNB). PL Capital Advisors, LLC opened new stock positions in BNCCORP, FLAGSTAR BANK NATIONAL ASSOCIATION (NYCB) and SB FINL GROUP (SBFG). The fund showed a lot of confidence in some stocks as they added substantially to RICHMOND MUTUAL BANCORPORATION (RMBI), MERCHANTS FINL GROUP and FIRST NORTHERN COMMUNITY BANCORP (FNRN).
PL Capital Advisors, LLC Equity Portfolio Value
Last Reported on: 07 May, 2026

PL Capital Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PL Capital Advisors, LLC made a return of -0.99% in the last quarter. In trailing 12 months, it's portfolio return was 16.47%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
bnccorp11,882,300
flagstar bank national association11,001,400
sb finl group630,000
private bancorp of america475,930
first mid bancshares137,739
New stocks bought by PL Capital Advisors, LLC

Additions

Ticker% Inc.
richmond mutual bancorporation9,665
merchants finl group666
pb finl102
first northern community bancorp5.00
financial institutions0.74
Additions to existing portfolio by PL Capital Advisors, LLC

Reductions

Ticker% Reduced
citba finl-60.68
f n b-29.73
PL Capital Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
two rivers finl group-128,310
PL Capital Advisors, LLC got rid off the above stocks

Sector Distribution

PL Capital Advisors, LLC has about 86.6% of it's holdings in Financial Services sector.

  • Financial Services
  • Others
Sector%
Financial Services86.6
Others13.4

Market Cap. Distribution

PL Capital Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • SMALL-CAP
  • UNALLOCATED
  • MICRO-CAP
Category%
MID-CAP46.6
SMALL-CAP30.9
UNALLOCATED14.3
MICRO-CAP7.5

Stocks belong to which Index?

About 71.9% of the stocks held by PL Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200071.9
Others28.1
Top 5 Winners (%)%
PGC
peapack-gladstone finl
26.4 %
FNRN
first northern community bancorp
18.4 %
pb finl
12.4 %
FMBM
f & m bank
6.0 %
merchants finl group
5.1 %
Top 5 Winners ($)$
FISI
financial institutions
1.0 M
FRME
first merchants
0.9 M
FNWD
finward bancorp
0.4 M
PGC
peapack-gladstone finl
0.3 M
community west bancshares
0.3 M
Top 5 Losers (%)%
BANC
banc of california
-8.9 %
FHN
first horizon
-4.8 %
FRST
primis finl
-4.5 %
CHMG
chemung finl
-3.5 %
first bank
-2.8 %
Top 5 Losers ($)$
BANC
banc of california
-5.0 M
HBNC
horizon bancorp
-0.7 M
FNB
f n b
-0.5 M
first bank
-0.2 M
CHMG
chemung finl
-0.2 M

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 30 stocks in it's portfolio. About 82.3% of the portfolio is in top 10 stocks. BANC proved to be the most loss making stock for the portfolio. FISI was the most profitable stock for PL Capital Advisors, LLC last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions