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%

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. <br><br> 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. <br><br> 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

$331Million

as of May 07, 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
bnccorp	11,882,300
flagstar bank national association	11,001,400
sb finl group	630,000
private bancorp of america	475,930
first mid bancshares	137,739

New stocks bought by PL Capital Advisors, LLC

Additions

Ticker	% Inc.
richmond mutual bancorporation	9,665
merchants finl group	666
pb finl	102
first northern community bancorp	5.00
financial institutions	0.74

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 Services	86.6
Others	13.4

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-CAP	46.6
SMALL-CAP	30.9
UNALLOCATED	14.3
MICRO-CAP	7.5

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 2000	71.9
Others	28.1

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.

$331.63MTotal Value

31.00Positions

07 May, 2026Last Reported

Current holdings of Current Stock Holdings of PL Capital Advisors, LLC, last reported on 07 May, 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	15.63%	2,949,220	$51.85M 15.63%	unchanged 0 percentunchanged

CHMG Chemung Finl Chemung FinlCHMG PL Capital Advisors, LLC's holding in Chemung Finl over time	1.77%	109,336	$5.88M 1.77%	unchanged 0 percentunchanged

EFSC Enterprise Finl Services Enterprise Finl ServicesEFSC PL Capital Advisors, LLC's holding in Enterprise Finl Services over time	11.96%	733,329	$39.68M 11.96%	unchanged 0 percentunchanged

FHN First Horizon First HorizonFHN PL Capital Advisors, LLC's holding in First Horizon over time	0.69%	100,000	$2.28M 0.69%	unchanged 0 percentunchanged

FISI Financial Institutions Financial InstitutionsFISI PL Capital Advisors, LLC's holding in Financial Institutions over time	17.37%	1,816,100	$57.59M 17.37%	increased 0.74 percentadded

FMBH First Mid Bancshares First Mid BancsharesFMBH PL Capital Advisors, LLC's holding in First Mid Bancshares over time	0.04%	3,344	$137.7K 0.04%	new position

FMBM F & M Bank F & M Bank FMBM PL Capital Advisors, LLC's holding in F & M Bank over time	0.32%	35,153	$1.07M 0.32%	unchanged 0 percentunchanged

FNB F N B F N BFNB PL Capital Advisors, LLC's holding in F N B over time	5%	992,765	$16.60M 5%	decreased 29.73 percentreduced

FNRN First Northern Community Bancorp First Northern Community Bancorp FNRN PL Capital Advisors, LLC's holding in First Northern Community Bancorp over time	0.18%	38,325	$609.0K 0.18%	increased 5 percentadded

FNWD Finward Bancorp Finward BancorpFNWD PL Capital Advisors, LLC's holding in Finward Bancorp over time	4.33%	395,716	$14.36M 4.33%	unchanged 0 percentunchanged

FRME First Merchants First MerchantsFRME PL Capital Advisors, LLC's holding in First Merchants over time	8.02%	686,333	$26.58M 8.02%	unchanged 0 percentunchanged

FRST Primis Finl Primis FinlFRST PL Capital Advisors, LLC's holding in Primis Finl over time	0.95%	237,241	$3.15M 0.95%	unchanged 0 percentunchanged

HBNC Horizon Bancorp Horizon BancorpHBNC PL Capital Advisors, LLC's holding in Horizon Bancorp over time	9.06%	1,812,820	$30.04M 9.06%	unchanged 0 percentunchanged

IBCP Independent Bank Independent BankIBCP PL Capital Advisors, LLC's holding in Independent Bank over time	3.2%	318,985	$10.62M 3.2%	unchanged 0 percentunchanged

MGYR Magyar Bancorp Magyar BancorpMGYR PL Capital Advisors, LLC's holding in Magyar Bancorp over time	0.96%	183,317	$3.17M 0.96%	unchanged 0 percentunchanged

NBTB Nbt Bancorp Nbt BancorpNBTB PL Capital Advisors, LLC's holding in Nbt Bancorp over time	2.67%	208,030	$8.86M 2.67%	unchanged 0 percentunchanged

NYCB Flagstar Bank National Association Flagstar Bank National AssociationNYCB PL Capital Advisors, LLC's holding in Flagstar Bank National Association over time	3.32%	835,335	$11.00M 3.32%	new position

ORRF Orrstown Finl Services Orrstown Finl ServicesORRF PL Capital Advisors, LLC's holding in Orrstown Finl Services over time	0.7%	64,356	$2.32M 0.7%	unchanged 0 percentunchanged

PGC Peapack-Gladstone Finl Peapack-Gladstone FinlPGC PL Capital Advisors, LLC's holding in Peapack-Gladstone Finl over time	0.48%	45,500	$1.60M 0.48%	unchanged 0 percentunchanged

RMBI Richmond Mutual Bancorporation Richmond Mutual BancorporationRMBI PL Capital Advisors, LLC's holding in Richmond Mutual Bancorporation over time	0.25%	61,719	$837.5K 0.25%	increased 9665.66 percentadded