1y return+32.4%S&P 500 +20.9%
3y return+88.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $129 against $157 in the S&P 500.2
PL Capital Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FISIFinancial Institutions | $70.8M | 19.7% | |
| BANCBanc Of California | $50.0M | 13.9% | −17.0% |
| EFSCEnterprise Finl Services | $48.3M | 13.4% | |
| HBNCHorizon Bancorp | $36.2M | 10.1% | |
| FRMEFirst Merchants | $30.0M | 8.3% | |
| FNBF N B | $18.9M | 5.3% | |
| ARBVAmerican Riviera Bancorp | $14.6M | 4.1% | |
| FNWDFinward Bancorp | $14.6M | 4.0% | |
| FLGFlagstar Bank National Association | $12.5M | 3.5% | |
| IBCPIndependent Bank | $11.5M | 3.2% | |
| CWBCCommunity West Bancshares | $8.9M | 2.5% | |
| FRBAFirst Bank | $8.5M | 2.4% | |
| CHMGChemung Finl | $8.2M | 2.3% | |
| FRSTPrimis Finl | $3.9M | 1.1% | |
| NBTBNbt Bancorp | $3.6M | 1.0% | −64.9% |
| MGYRMagyar Bancorp | $3.2M | 0.9% | |
| OPFIOppfi | $3.0M | 0.8% | New |
| ORRFOrrstown Finl Services | $2.6M | 0.7% | |
| FHNFirst Horizon | $2.6M | 0.7% | |
| PGCPeapack-gladstone Finl | $2.2M | 0.6% | |
| FMBMF & M Bank | $1.3M | 0.4% | |
| RMBIRichmond Mutual Bancorporation | $980K | 0.3% | |
| SBFGSb Finl Group | $836K | 0.2% | +10.3% |
| INBCInbankshares | $717K | 0.2% | |
| PBAMPrivate Bancorp Of America | $518K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IBCPIndependent Bank | June 30, 2020 | +142.9% | $11.5M |
| EFSCEnterprise Finl Services | June 30, 2020 | +111.7% | $48.3M |
| BANCBanc Of California | June 30, 2020 | +88.6% | $50.0M |
| HBNCHorizon Bancorp | June 30, 2020 | +86.9% | $36.2M |
| PGCPeapack-gladstone Finl | December 31, 2025 | +69.9% | $2.2M |
| FRBAFirst Bank | September 30, 2023 | +64.5% | $8.5M |
| FRMEFirst Merchants | June 30, 2020 | +58.5% | $30.0M |
| CHMGChemung Finl | December 31, 2024 | +52.8% | $8.2M |
| MGYRMagyar Bancorp | September 30, 2021 | +52.5% | $3.2M |
| CWBCCommunity West Bancshares | June 30, 2024 | +45.2% | $8.9M |
Sold off last quarter
- BNCCBnccorp was $11.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.0% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +7.2% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +3.7% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | +4.7% | +2.1% |
| September 30, 2024 | +19.1% | +5.4% |
| June 30, 2024 | −5.7% | +4.0% |
| March 31, 2024 | −1.5% | +10.0% |
| December 31, 2023 | +22.2% | +11.2% |
| September 30, 2023 | +1.3% | −3.6% |
| June 30, 2023 | −8.8% | +8.3% |
| March 31, 2023 | −15.8% | +7.0% |
| December 31, 2022 | +3.7% | +7.1% |
| September 30, 2022 | −0.2% | −5.3% |
| June 30, 2022 | −10.4% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
| September 30, 2021 | +1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: PL Capital Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1569147&type=13F-HR&dateb=&owner=include&count=40CIK 1569147
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1569147/000089706926001566/Filed July 31, 2026 · accession 0000897069-26-001566