StreetAlpha
13F holdings · Q2 2026

PL Capital Advisors

Naples, FL · files as PL Capital Advisors, LLC
Holdings as of Jun 30, 2026Filed Jul 31, 2026Next filing due Nov 16, 2026CIK 1569147

PL Capital Advisors reported 31 stocks worth $360M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are FISI (19.7%), BANC (13.9%) and EFSC (13.4%). Compared with Q1 2026, the fund opened new positions in OPFI and RVSB, added to FMBM and SBFG, trimmed BANC, NBTB and FNRN and sold out of BNCC.

Reported value$360M+8.5% vs last quarter
Stocks held312 new · 1 sold out
Top 5 weight65.4%very concentrated
Turnover9%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
FISI
Financial Instns Inc
$70.8M19.7%1.8MNo change8 of 8
2
BANC
Banc of California Inc
$50M13.9%2.4M−500K (−17%)8 of 8
3
EFSC
Enterprise Finl Svcs Corp
$48.3M13.4%733KNo change8 of 8
4
HBNC
Horizon Bancorp Inc
$36.2M10.1%1.8MNo change8 of 8
5
FRME
First Merchants Corp
$30M8.3%686KNo change8 of 8
6
FNB
F N B Corp
$18.9M5.3%993KNo change7 of 8
7
ARBV
American Riviera Bancorp
$14.6M4.0%570KNo change6 of 8
8
FNWD
Finward Bancorp
$14.6M4.0%396KNo change8 of 8
9
FLG
Flagstar Financial Inc
$12.5M3.5%835KNo change2 of 8
10
IBCP
Independent BK Corp Mich
$11.5M3.2%319KNo change8 of 8
🔒 21 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
BNCC
Bnccorp
$11.9M335K

Reported value

last 8 quarters
$281MQ3 '24
$293MQ4 '24
$298MQ1 '25
$300MQ2 '25
$301MQ3 '25
$317MQ4 '25
$332MQ1 '26
$360MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 31, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

PL Capital Advisors 13F FAQ

What does PL Capital Advisors own?

PL Capital Advisors reported 31 stocks worth $360M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are FISI (19.7%), BANC (13.9%) and EFSC (13.4%). The table above lists every position in the filing (the top 10 without an account).

What did PL Capital Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 2 new positions, 2 added to, 3 trimmed and 1 sold out. New positions include OPFI and RVSB. It sold all of BNCC.

When will PL Capital Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is PL Capital Advisors's portfolio worth?

The Q2 2026 filing reports $360M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.