PL Capital Advisors, LLC
Q2 2026 13F-HR Holdings
Net value change ($000)
+28,126
(8.5%)
New positions
2
Sold out positions
1
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2026
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| FISI | 13,184 | 22.9% |
| EFSC | 8,632 | 21.8% |
| HBNC | 6,181 | 20.6% |
| FRME | 3,404 | 12.8% |
| OPFI | 2,979 | NEW |
| FNB | 2,343 | 14.1% |
| CHMG | 2,270 | 38.6% |
| FLG | 1,479 | 13.4% |
| CWBC | 1,173 | 15.3% |
| ARBV | 1,139 | 8.5% |
Top Reduces (Value $000, Stocks/ETFs)
| BNCCORP INC | -11,882 | -100.0% |
| NBTB | -5,253 | -59.3% |
| BANC | -1,809 | -3.5% |
| FNRN | -244 | -40.1% |
| CBAF | -26 | -5.7% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|