PL Capital Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), PL Capital Advisors, LLC reported 25 stock positions worth $299.7 million. Its top holding was Banc of California (BANC) at 13.8% of the portfolio, followed by Enterprise Financial Service (EFSC, 12.9%) and Financial Institutions (FISI, 11.7%). Compared with Q1 2025, it opened 1 new position, sold out of 3, added to 4 and reduced 3. The biggest buy was a new position in N B T Bancorp (NBTB) and the biggest sale an exit from Evans Bancorp (EVBN).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001569147
- Portfolio Value
- $299.7M (Q2 2025)
- SEC Filing
- 0000897069-25-001235 ↗ filed Aug 5, 2025
Holdings Value
Holdings 25 stocks · $299.7M
| BANC Banc of California Inc. | 13.83% | 2,949,219 | $41.4M | Reduce -2.5% |
| EFSC Enterprise Financial Service | 12.94% | 703,829 | $38.8M | No change |
| FISI Financial Institutions Inc. | 11.67% | 1,361,510 | $35.0M | Add +8.0% |
| OPOF Old Point Financial Corp. filed as OLD PT FINANCIAL CORPORATION | 9.44% | 720,861 | $28.3M | No change |
| FRME First Merchants Corp. | 8.77% | 686,333 | $26.3M | No change |
| HBNC Horizon Bancorp Inc. | 7.65% | 1,491,174 | $22.9M | No change |
| FNB FNB Corp. | 6.87% | 1,412,765 | $20.6M | No change |
| NBTB N B T Bancorp Inc. | 5.45% | 392,913 | $16.3M | New |
| ARBV American Riviera Bancorp | 3.68% | 572,500 | $11.0M | Add +2.7% |
| FNWD Finward Bancorp | 3.65% | 395,716 | $10.9M | No change |
| IBCP Independent Bank Corp. - Mich | 3.45% | 318,985 | $10.3M | No change |
| CWBC Community West Bancshares | 2.77% | 425,551 | $8.3M | No change |
| FRBA First Bank/Hamilton NJ | 2.47% | 478,887 | $7.4M | No change |
| MBIN Merchants Bancorp | 2.08% | 188,294 | $6.2M | No change |
| FRST Primis Financial Corp. | 1.72% | 475,241 | $5.2M | No change |
| MGYR Magyar Bancorp Inc. | 1.14% | 204,557 | $3.4M | Reduce -19.6% |
| ORRF Orrstown Finl Services Inc. | 0.68% | 64,356 | $2.0M | No change |
| FITB Fifth Third Bancorp | 0.63% | 45,600 | $1.9M | No change |
| CMA Comerica Inc. | 0.57% | 28,750 | $1.7M | No change |
| INBC Inbankshares Corp. | 0.20% | 53,585 | $600K | Add +0.8% |
| CBAF Citba Financial Corp. | 0.15% | 16,030 | $464K | No change |
| CHMG Chemung Financial Corp. | 0.10% | 5,972 | $289K | Add +202.8% |
| BFIN Bankfinancial Corp. | 0.05% | 13,282 | $154K | Reduce -85.2% |
| PBNC PB Finl Corp. | 0.03% | 2,000 | $100K | No change |
| FXNC First National Corp. | 0.00% | 205 | $4K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| EVBN Evans Bancorp Inc. | Sold out | 0.00% | −8.01 |
| BANC Banc of California Inc. | Reduce -2.5% | 13.83% | −0.59 |
| BFIN Bankfinancial Corp. | Reduce -85.2% | 0.05% | −0.33 |
| IVR Invesco Mortgage Capital | Sold out | 0.00% | −0.27 |
| FRAF Franklin Financial Services | Sold out | 0.00% | −0.08 |
| MGYR Magyar Bancorp Inc. | Reduce -19.6% | 1.14% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $359.8M | FISI, BANC, EFSC, HBNC, FRME |
| Q1 2026 | 30 | $331.6M | FISI, BANC, EFSC, HBNC, FRME |
| Q4 2025 | 26 | $317.2M | BANC, FISI, EFSC, HBNC, FRME |
| Q3 2025 | 26 | $301.4M | BANC, FISI, EFSC, HBNC, FRME |
| Q2 2025 | 25 | $299.7M | BANC, EFSC, FISI, OPOF, FRME |
| Q1 2025 | 27 | $297.7M | BANC, EFSC, FISI, FRME, EVBN |
| Q4 2024Amended | 29 | $293.0M | BANC, EFSC, FRME, EVBN, HBNC |
| Q3 2024 | 27 | $280.9M | BANC, EFSC, FISI, FRME, EVBN |
| Q2 2024 | 28 | $240.5M | BANC, EFSC, FRME, HBNC, FNB |
| Q1 2024 | 31 | $262.5M | BANC, EFSC, FRME, FNB, HBNC |