Latest PL Capital Advisors, LLC Stock Portfolio

$359Million | No. of Holdings #31

PL Capital Advisors, LLC Performance

2026 Q2+16.41%

YTD+15.26%

2025+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 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, PL Capital Advisors, LLC reported an equity portfolio of $359.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of PL Capital Advisors, LLC are FISI, BANC, EFSC. The fund has invested 19.7% of it's portfolio in FINANCIAL INSTITUTIONS and 13.9% of portfolio in BANC OF CALIFORNIA. <br><br> The fund managers got completely rid off BNCCORP stocks. They significantly reduced their stock positions in NBT BANCORP (NBTB), FIRST NORTHERN COMMUNITY BANCORP (FNRN) and BANC OF CALIFORNIA (BANC). PL Capital Advisors, LLC opened new stock positions in OPPFI (OPFI) and RIVERVIEW BANCORP (RVSB). The fund showed a lot of confidence in some stocks as they added substantially to SB FINL GROUP (SBFG) and F & M BANK (FMBM).

PL Capital Advisors, LLC Equity Portfolio Value

Last Reported on: 31 Jul, 2026

$359Million

as of Jul 31, 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 16.41% in the last quarter. In trailing 12 months, it's portfolio return was 31.01%.

Performance
S&P 500

New Buys

Ticker	$ Bought
oppfi	2,979,000
riverview bancorp	4,860

New stocks bought by PL Capital Advisors, LLC

Additions

Ticker	% Inc.
sb finl group	10.34
f & m bank	0.17

Additions to existing portfolio by PL Capital Advisors, LLC

Reductions

Ticker	% Reduced
nbt bancorp	-64.89
first northern community bancorp	-46.97
banc of california	-16.95

PL Capital Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
bnccorp	-11,882,300

PL Capital Advisors, LLC got rid off the above stocks

Sector Distribution

PL Capital Advisors, LLC has about 90.1% of it's holdings in Financial Services sector.

Financial Services
Others

Sector	%
Financial Services	90.1
Others	9.9

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-CAP	45.4
SMALL-CAP	37.7
UNALLOCATED	9.9
MICRO-CAP	6.3

Stocks belong to which Index?

About 75.2% 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	75.2
Others	24.8

Top 5 Winners (%)		%
CHMG	chemung finl	38.6 %
PGC	peapack-gladstone finl	34.4 %
FRST	primis finl	23.3 %
FISI	financial institutions	22.9 %
EFSC	enterprise finl services	21.8 %

Top 5 Winners ($)		$
FISI	financial institutions	13.2 M
EFSC	enterprise finl services	8.6 M
BANC	banc of california	7.7 M
HBNC	horizon bancorp	6.2 M
FRME	first merchants	3.4 M

Top 5 Losers (%)		%
	citba finl	-5.7 %

Top 5 Losers ($)		$
	citba finl	0.0 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 31 stocks in it's portfolio. About 85.4% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. FISI was the most profitable stock for PL Capital Advisors, LLC last quarter.

$359.75MTotal Value

32.00Positions

31 Jul, 2026Last Reported

Current holdings of Current Stock Holdings of PL Capital Advisors, LLC, last reported on 31 Jul, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
BANC Banc Of California Banc Of CaliforniaBANC PL Capital Advisors, LLC's holding in Banc Of California over time	13.91%	2,449,220	$50.04M 13.91%	decreased 16.95 percentreduced

CHMG Chemung Finl Chemung FinlCHMG PL Capital Advisors, LLC's holding in Chemung Finl over time	2.27%	109,336	$8.15M 2.27%	unchanged 0 percentunchanged

EFSC Enterprise Finl Services Enterprise Finl ServicesEFSC PL Capital Advisors, LLC's holding in Enterprise Finl Services over time	13.43%	733,329	$48.31M 13.43%	unchanged 0 percentunchanged

FHN First Horizon First HorizonFHN PL Capital Advisors, LLC's holding in First Horizon over time	0.71%	100,000	$2.56M 0.71%	unchanged 0 percentunchanged

FISI Financial Institutions Financial InstitutionsFISI PL Capital Advisors, LLC's holding in Financial Institutions over time	19.67%	1,816,100	$70.77M 19.67%	unchanged 0 percentunchanged

FMBH First Mid Bancshares First Mid BancsharesFMBH PL Capital Advisors, LLC's holding in First Mid Bancshares over time	0.04%	3,344	$160.8K 0.04%	unchanged 0 percentunchanged

FMBM F & M Bank F & M Bank FMBM PL Capital Advisors, LLC's holding in F & M Bank over time	0.36%	35,213	$1.30M 0.36%	increased 0.17 percentadded

FNB F N B F N BFNB PL Capital Advisors, LLC's holding in F N B over time	5.26%	992,765	$18.94M 5.26%	unchanged 0 percentunchanged

FNRN First Northern Community Bancorp First Northern Community Bancorp FNRN PL Capital Advisors, LLC's holding in First Northern Community Bancorp over time	0.1%	20,325	$364.6K 0.1%	decreased 46.97 percentreduced

FNWD Finward Bancorp Finward BancorpFNWD PL Capital Advisors, LLC's holding in Finward Bancorp over time	4.05%	395,716	$14.55M 4.05%	unchanged 0 percentunchanged

FRME First Merchants First MerchantsFRME PL Capital Advisors, LLC's holding in First Merchants over time	8.34%	686,333	$29.99M 8.34%	unchanged 0 percentunchanged

FRST Primis Finl Primis FinlFRST PL Capital Advisors, LLC's holding in Primis Finl over time	1.08%	237,241	$3.88M 1.08%	unchanged 0 percentunchanged

HBNC Horizon Bancorp Horizon BancorpHBNC PL Capital Advisors, LLC's holding in Horizon Bancorp over time	10.07%	1,812,820	$36.22M 10.07%	unchanged 0 percentunchanged

IBCP Independent Bank Independent BankIBCP PL Capital Advisors, LLC's holding in Independent Bank over time	3.2%	318,985	$11.51M 3.2%	unchanged 0 percentunchanged

MGYR Magyar Bancorp Magyar BancorpMGYR PL Capital Advisors, LLC's holding in Magyar Bancorp over time	0.89%	183,317	$3.20M 0.89%	unchanged 0 percentunchanged

NBTB Nbt Bancorp Nbt BancorpNBTB PL Capital Advisors, LLC's holding in Nbt Bancorp over time	1%	73,030	$3.61M 1%	decreased 64.89 percentreduced

NYCB Flagstar Bank National Association Flagstar Bank National AssociationNYCB PL Capital Advisors, LLC's holding in Flagstar Bank National Association over time	3.47%	835,335	$12.48M 3.47%	unchanged 0 percentunchanged

OPFI Oppfi OppfiOPFI PL Capital Advisors, LLC's holding in Oppfi over time	0.83%	300,000	$2.98M 0.83%	new position

ORRF Orrstown Finl Services Orrstown Finl ServicesORRF PL Capital Advisors, LLC's holding in Orrstown Finl Services over time	0.73%	64,356	$2.63M 0.73%	unchanged 0 percentunchanged

PGC Peapack-Gladstone Finl Peapack-Gladstone FinlPGC PL Capital Advisors, LLC's holding in Peapack-Gladstone Finl over time	0.6%	45,500	$2.15M 0.6%	unchanged 0 percentunchanged