Q4 2025 · 13F-HR
PL Capital Advisors, LLCholdings as filed
Filed 2026-02-10 · accession 0000897069-26-000265
$317.2M
Reported value
26
Positions
2025-12-31
Period end
The Brief · PL Capital Advisors, LLC · Q4 2025
AI · grounded in 13F
PL Capital Advisors, LLC exited its position in MBIN, reducing exposure by $5.99M. The fund also closed its position in FITB for $2.03M and trimmed its stake in FRST by 50.08%. On the buy side, the fund established new positions in FHN for $2.39M and PGC for $1.27M. Additionally, the fund increased its holding in CHMG by 84.92%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 05990K106 | BANC | BANC OF CALIFORNIA | $56.9M | 17.9% | 2,949,219 | Common | SOLE |
| 317585404 | FISI | FINANCIAL INSTITUTIONS | $56.2M | 17.7% | 1,802,791 | Common | SOLE |
| 293712105 | EFSC | ENTERPRISE FINL SERVICES | $39.6M | 12.5% | 733,329 | Common | SOLE |
| 440407104 | HBNC | HORIZON BANCORP | $30.7M | 9.69% | 1,812,825 | Common | SOLE |
| 320817109 | FRME | FIRST MERCHANTS | $25.7M | 8.11% | 686,333 | Common | SOLE |
| 302520101 | FNB | F N B | $24.2M | 7.61% | 1,412,765 | Common | SOLE |
| 31812F109 | FNWD | FINWARD BANCORP | $13.9M | 4.39% | 395,716 | Common | SOLE |
| 02933K103 | ARBV | AMERICAN RIVIERA BANCORP | $13.6M | 4.29% | 569,500 | Common | SOLE |
| 453838609 | IBCP | INDEPENDENT BANK | $10.4M | 3.27% | 318,985 | Common | SOLE |
| 628778102 | NBTB | NBT BANCORP | $8.6M | 2.72% | 208,030 | Common | SOLE |
| 31931U102 | FRBA | FIRST BANK | $7.9M | 2.48% | 478,887 | Common | SOLE |
| 203937107 | CWBC | COMMUNITY WEST BANCSHARES | $7.4M | 2.34% | 329,551 | Common | SOLE |
| 164024101 | CHMG | CHEMUNG FINL | $6.1M | 1.92% | 109,336 | Common | SOLE |
| 74167B109 | FRST | PRIMIS FINL | $3.3M | 1.04% | 237,241 | Common | SOLE |
| 55977T208 | MGYR | MAGYAR BANCORP | $3.2M | 1.00% | 183,317 | Common | SOLE |
| 320517105 | FHN | FIRST HORIZON | $2.4M | 0.75% | 100,000 | Common | SOLE |
| 687380105 | ORRF | ORRSTOWN FINL SERVICES | $2.3M | 0.72% | 64,356 | Common | SOLE |
| 704699107 | PGC | PEAPACK-GLADSTONE FINL | $1.3M | 0.40% | 45,500 | Common | SOLE |
| 173024100 | CBAF | CITBA FINL | $1.1M | 0.35% | 29,254 | Common | SOLE |
| 30237P106 | FMBM | F & M BANK | $1.0M | 0.32% | 35,153 | Common | SOLE |
| 45332V105 | INBC | INBANKSHARES | $646,316 | 0.20% | 54,085 | Common | SOLE |
| 335925103 | FNRN | FIRST NORTHERN COMMUNITY BANCORP | $487,640 | 0.15% | 36,500 | Common | SOLE |
| 69290N103 | PBNC | PB FINL | $193,795 | 0.06% | 3,500 | Common | SOLE |
| 90206L106 | TRVR | TWO RIVERS FINL GROUP | $128,310 | 0.04% | 2,730 | Common | SOLE |
| 76525P100 | RMBI | RICHMOND MUTUAL BANCORPORATION | $8,873 | 0.00% | 632 | Common | SOLE |
| 588538108 | MFGI | MERCHANTS FINL GROUP | $5,758 | 0.00% | 180 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.