Latest PL Capital Advisors, LLC Stock Portfolio
PL Capital Advisors, LLC Performance:
2025 Q3: 5.49%YTD: 4.54%2024: 15.05%
Performance for 2025 Q3 is 5.49%, and YTD is 4.54%, and 2024 is 15.05%.
About PL Capital Advisors, LLC and 13F Hedge Fund Stock Holdings
PL Capital Advisors, LLC is a hedge fund based in NAPLES, FL. On 23-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $378.8 Millions. In it's latest 13F Holdings report, PL Capital Advisors, LLC reported an equity portfolio of $301.4 Millions as of 30 Sep, 2025.
The top stock holdings of PL Capital Advisors, LLC are BANC, FISI, EFSC. The fund has invested 16.2% of it's portfolio in BANC OF CALIFORNIA and 16% of portfolio in FINANCIAL INSTITUTIONS.
The fund managers got completely rid off OLD POINT FINL (OPOF), COMERICA (CMA) and BANKFINANCIAL (BFIN) stocks. They significantly reduced their stock positions in NBT BANCORP (NBTB), MAGYAR BANCORP (MGYR) and ENTERPRISE FINL SERVICES (EFSC). PL Capital Advisors, LLC opened new stock positions in F & M BANK (FMBM), FIRST NORTHERN COMMUNITY BANCORP (FNRN) and TWO RIVERS FINL GROUP. The fund showed a lot of confidence in some stocks as they added substantially to FLAGSTAR BANK NATIONAL ASSOCIATION (FXNC), CHEMUNG FINL (CHMG) and CITBA FINL.
The top stock holdings of PL Capital Advisors, LLC are BANC, FISI, EFSC. The fund has invested 16.2% of it's portfolio in BANC OF CALIFORNIA and 16% of portfolio in FINANCIAL INSTITUTIONS.
The fund managers got completely rid off OLD POINT FINL (OPOF), COMERICA (CMA) and BANKFINANCIAL (BFIN) stocks. They significantly reduced their stock positions in NBT BANCORP (NBTB), MAGYAR BANCORP (MGYR) and ENTERPRISE FINL SERVICES (EFSC). PL Capital Advisors, LLC opened new stock positions in F & M BANK (FMBM), FIRST NORTHERN COMMUNITY BANCORP (FNRN) and TWO RIVERS FINL GROUP. The fund showed a lot of confidence in some stocks as they added substantially to FLAGSTAR BANK NATIONAL ASSOCIATION (FXNC), CHEMUNG FINL (CHMG) and CITBA 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 5.49% in the last quarter. In trailing 12 months, it's portfolio return was 11.43%.
New Buys
| Ticker | $ Bought |
|---|---|
| f & m bank | 478,140 |
| first northern community bancorp | 464,280 |
| two rivers finl group | 87,624 |
| community bancorp of santa maria | 15,582 |
New stocks bought by PL Capital Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| flagstar bank national association | 2,523 |
| chemung finl | 890 |
| citba finl | 35.08 |
| financial institutions | 30.36 |
| horizon bancorp | 13.41 |
| inbankshares | 0.93 |
| american riviera bancorp | 0.87 |
Additions to existing portfolio by PL Capital Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| nbt bancorp | -25.93 |
| magyar bancorp | -10.38 |
| enterprise finl services | -0.71 |
PL Capital Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| old point finl | -28,293,800 |
| comerica | -1,714,940 |
| bankfinancial | -153,673 |
PL Capital Advisors, LLC got rid off the above stocks
Sector Distribution
PL Capital Advisors, LLC has about 87.8% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 87.8 |
| Others | 12.2 |
Market Cap. Distribution
PL Capital Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| SMALL-CAP | 44.4 |
| MID-CAP | 36.4 |
| UNALLOCATED | 12.2 |
| MICRO-CAP | 6.3 |
Stocks belong to which Index?
About 74.3% of the stocks held by PL Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| RUSSELL 2000 | 74.3 |
| 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 86.5% of the portfolio is in top 10 stocks. IBCP 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: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BANC | banc of california | 16.20 | 2,949,220 | 48,809,600 | unchanged | 0.00 | ||
| BFIN | bankfinancial | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CHMG | chemung finl | 1.03 | 59,127 | 3,105,350 | added | 890 | ||
| CMA | comerica | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EFSC | enterprise finl services | 13.45 | 698,829 | 40,518,100 | reduced | -0.71 | ||
| FISI | financial institutions | 16.02 | 1,774,890 | 48,276,900 | added | 30.36 | ||
| FITB | fifth third bancorp | 0.67 | 45,600 | 2,031,480 | unchanged | 0.00 | ||
| FMBM | f & m bank | 0.16 | 18,461 | 478,140 | new | |||
| FNB | f n b | 7.55 | 1,412,760 | 22,759,600 | unchanged | 0.00 | ||
| FNRN | first northern community bancorp | 0.15 | 36,500 | 464,280 | new | |||
| FNWD | finward bancorp | 4.21 | 395,716 | 12,698,500 | unchanged | 0.00 | ||
| FRME | first merchants | 8.59 | 686,333 | 25,874,800 | unchanged | 0.00 | ||
| FXNC | flagstar bank national association | 0.02 | 5,379 | 62,127 | added | 2,523 | ||
| HBNC | horizon bancorp | 8.98 | 1,691,170 | 27,075,700 | added | 13.41 | ||
| IBCP | independent bank | 3.28 | 318,985 | 9,880,560 | unchanged | 0.00 | ||
| MBIN | merchants bancorp | 1.99 | 188,294 | 5,987,750 | unchanged | 0.00 | ||
| MGYR | magyar bancorp | 1.05 | 183,317 | 3,165,880 | reduced | -10.38 | ||
| NBTB | nbt bancorp | 4.03 | 291,030 | 12,153,400 | reduced | -25.93 | ||
| OPOF | old point finl | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ORRF | orrstown finl services | 0.73 | 64,356 | 2,186,820 | unchanged | 0.00 | ||