Institutional Manager · CIK 0001569147
PL Capital Advisors, LLC
NAPLES, FL · File #028-15370
Latest AUM
$317.2M
Positions
26
Top-10 Concentration
88.2%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | MERCHANTS BANCORP | 58844R108 | -188,294 | -$6.0M | $0 |
| REDUCE | NBT BANCORP | NBTB | -83,000 | -$3.4M | -$69,847 |
| REDUCE | PRIMIS FINL | FRST | -238,000 | -$3.3M | +$1.6M |
| ADD | CHEMUNG FINL | 164024101 | +50,209 | +$2.8M | +$193,937 |
| NEW | FIRST HORIZON | FHN-PH | +100,000 | +$2.4M | $0 |
| REDUCE | COMMUNITY WEST BANCSHARES | CWBC | -96,000 | -$2.2M | +$706,415 |
| ADD | HORIZON BANCORP | HBNC | +121,651 | +$2.1M | +$1.6M |
| EXITED | FIFTH THIRD BANCORP | 316773100 | -45,600 | -$2.0M | $0 |
| ADD | ENTERPRISE FINL SERVICES | 293712105 | +34,500 | +$1.9M | -$2.8M |
| NEW | PEAPACK-GLADSTONE FINL | 704699107 | +45,500 | +$1.3M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202526 pos · $317.2M
- 13F HOLDINGS REPORTQ/E Sep 202526 pos · $301.4M
- 13F HOLDINGS REPORTQ/E Jun 202525 pos · $299.7M
- 13F HOLDINGS REPORTQ/E Mar 202527 pos · $297.7M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202429 pos · $293.0M
- 13F HOLDINGS REPORTQ/E Dec 202429 pos · $13.4M
- 13F HOLDINGS REPORTQ/E Sep 202428 pos · $280.9M
- 13F HOLDINGS REPORTQ/E Jun 202428 pos · $240.5M
- 13F HOLDINGS REPORTQ/E Mar 202431 pos · $262.5M
- 13F HOLDINGS REPORTQ/E Dec 202334 pos · $249.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BANC OF CALIFORNIA | BANC-PF | 2,949,219 | $56.9M | 17.93% |
| 2 | FINANCIAL INSTITUTIONS | 317585404 | 1,802,791 | $56.2M | 17.71% |
| 3 | ENTERPRISE FINL SERVICES | 293712105 | 733,329 | $39.6M | 12.48% |
| 4 | HORIZON BANCORP | HBNC | 1,812,825 | $30.7M | 9.69% |
| 5 | FIRST MERCHANTS | FRMEP | 686,333 | $25.7M | 8.11% |
| 6 | F N B | 302520101 | 1,412,765 | $24.2M | 7.61% |
| 7 | FINWARD BANCORP | FNWD | 395,716 | $13.9M | 4.39% |
| 8 | AMERICAN RIVIERA BANCORP | 02933K103 | 569,500 | $13.6M | 4.29% |
| 9 | INDEPENDENT BANK | 453838609 | 318,985 | $10.4M | 3.27% |
| 10 | NBT BANCORP | NBTB | 208,030 | $8.6M | 2.72% |
| 11 | FIRST BANK | 31931U102 | 478,887 | $7.9M | 2.48% |
| 12 | COMMUNITY WEST BANCSHARES | CWBC | 329,551 | $7.4M | 2.34% |
| 13 | CHEMUNG FINL | 164024101 | 109,336 | $6.1M | 1.92% |
| 14 | PRIMIS FINL | FRST | 237,241 | $3.3M | 1.04% |
| 15 | MAGYAR BANCORP | MGYR | 183,317 | $3.2M | 1.00% |
| 16 | FIRST HORIZON | FHN-PH | 100,000 | $2.4M | 0.75% |
| 17 | ORRSTOWN FINL SERVICES | 687380105 | 64,356 | $2.3M | 0.72% |
| 18 | PEAPACK-GLADSTONE FINL | 704699107 | 45,500 | $1.3M | 0.40% |
| 19 | CITBA FINL | 173024100 | 29,254 | $1.1M | 0.35% |
| 20 | F & M BANK | FMBM | 35,153 | $1.0M | 0.32% |