PL Capital Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), PL Capital Advisors, LLC reported 31 stock positions worth $359.8 million. Its top holding was Financial Institutions (FISI) at 19.7% of the portfolio, followed by Banc of California (BANC, 13.9%) and Enterprise Financial Service (EFSC, 13.4%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 2 and reduced 3. The biggest buy was a new position in Oppfi (OPFI) and the biggest sale an exit from Bnccorp (BNCC).

Most Recent 13F
Q2 2026
Location
NAPLES, FL
CIK
0001569147
Portfolio Value
$359.8M (Q2 2026)
SEC Filing
0000897069-26-001566 ↗ filed Jul 31, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $262.5M Q1 2024 Q2 2024: $240.5M Q2 2024 Q3 2024: $280.9M Q3 2024 Q4 2024: $293.0M Q4 2024 Q1 2025: $297.7M Q1 2025 Q2 2025: $299.7M Q2 2025 Q3 2025: $301.4M Q3 2025 Q4 2025: $317.2M Q4 2025 Q1 2026: $331.6M Q1 2026 Q2 2026: $359.8M $359.8M Q2 2026

Holdings 31 stocks · $359.8M
FISI Financial Institutions Inc. 19.67% 1,816,102 $70.8M No change
BANC Banc of California Inc. 13.91% 2,449,219 $50.0M Reduce -16.9%
EFSC Enterprise Financial Service 13.43% 733,329 $48.3M No change
HBNC Horizon Bancorp Inc. 10.07% 1,812,825 $36.2M No change
FRME First Merchants Corp. 8.34% 686,333 $30.0M No change
FNB FNB Corp. 5.27% 992,765 $18.9M No change
ARBV American Riviera Bancorp 4.05% 569,500 $14.6M No change
FNWD Finward Bancorp 4.05% 395,716 $14.6M No change
FLG Flagstar Bank NA 3.47% 835,335 $12.5M No change
IBCP Independent Bank Corp. - Mich 3.20% 318,985 $11.5M No change
CWBC Community West Bancshares 2.46% 329,551 $8.9M No change
FRBA First Bank/Hamilton NJ 2.36% 478,887 $8.5M No change
CHMG Chemung Financial Corp. 2.27% 109,336 $8.2M No change
FRST Primis Financial Corp. 1.08% 237,241 $3.9M No change
NBTB N B T Bancorp Inc. 1.00% 73,030 $3.6M Reduce -64.9%
MGYR Magyar Bancorp Inc. 0.89% 183,317 $3.2M No change
OPFI Oppfi Inc. 0.83% 300,000 $3.0M New
ORRF Orrstown Finl Services Inc. 0.73% 64,356 $2.6M No change
FHN First Horizon Corp. 0.71% 100,000 $2.6M No change
PGC Peapack Gladstone Finl Corp. 0.60% 45,500 $2.2M No change
FMBM F & M Bank Corp. 0.36% 35,213 $1.3M Add +0.2%
RMBI Richmond Mutual Bancorporati 0.27% 61,719 $980K No change
SBFG SB Financial Group Inc. filed as SB FINL GROUP INC 0.23% 33,101 $836K Add +10.3%
INBC Inbankshares Corp. 0.20% 54,085 $717K No change
PBAM Private Bancorp of America I 0.14% 7,000 $518K No change
PBNC PB Finl Corp. 0.14% 7,102 $486K No change
CBAF Citba Financial Corp. 0.12% 11,502 $431K No change
FNRN First Northern Community Ban 0.10% 20,325 $365K Reduce -47.0%
FMBH First Mid Bancshares Inc. 0.04% 3,344 $161K No change
MFGI Merchants Financial Group Inc. 0.02% 1,380 $54K No change
RVSB Riverview Bancorp Inc. 0.00% 895 $5K New

Portfolio Sells Q1 2026 → Q2 2026
BNCC Bnccorp Sold out 0.00% −3.58
BANC Banc of California Inc. Reduce -16.9% 13.91% −1.73
NBTB N B T Bancorp Inc. Reduce -64.9% 1.00% −1.67
FNRN First Northern Community Ban Reduce -47.0% 0.10% −0.08

Portfolio Buys Q1 2026 → Q2 2026
OPFI Oppfi Inc. New 0.83% +0.83
SBFG SB Financial Group Inc. Add +10.3% 0.23% +0.04
FMBM F & M Bank Corp. Add +0.2% 0.36% +0.04
RVSB Riverview Bancorp Inc. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 31$359.8MFISI, BANC, EFSC, HBNC, FRME
Q1 2026 30$331.6MFISI, BANC, EFSC, HBNC, FRME
Q4 2025 26$317.2MBANC, FISI, EFSC, HBNC, FRME
Q3 2025 26$301.4MBANC, FISI, EFSC, HBNC, FRME
Q2 2025 25$299.7MBANC, EFSC, FISI, OPOF, FRME
Q1 2025 27$297.7MBANC, EFSC, FISI, FRME, EVBN
Q4 2024Amended 29$293.0MBANC, EFSC, FRME, EVBN, HBNC
Q3 2024 27$280.9MBANC, EFSC, FISI, FRME, EVBN
Q2 2024 28$240.5MBANC, EFSC, FRME, HBNC, FNB
Q1 2024 31$262.5MBANC, EFSC, FRME, FNB, HBNC