PL Capital Advisors, LLC Long-Term Concentrated

Name: PL Capital Advisors, LLC Q4 2025 13F Filing | 13F Explorer
Creator: PL Capital Advisors, LLC
Published: 2026-02-10

Location: Naples, FL

CIK: 0001569147 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 10, 2026

Total Value: $317M (100.0% shares, 0.0% debt)

Holdings (26)

New Positions (4)

FHN FIRST HORIZON 0.8%

Value $2.39M Shares 100,000 Est. Cost $22.18 Unrealized 0.0%

PGC PEAPACK-GLADSTONE FINL 0.4%

Value $1.267M Shares 45,500 Est. Cost $27.19 Unrealized 0.0%

RMBI RICHMOND MUTUAL BANCORPORATION 0.0%

Value $8,873 Shares 632 Est. Cost $13.72 Unrealized 0.0%

MFGI MERCHANTS FINL GROUP 0.0%

Value $5,758 Shares 180 Est. Cost $28.36 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FHN	FIRST HORIZON	100,000	$2.39M	0.8%	$22.18	0.0%	COM	320517105
PGC	PEAPACK-GLADSTONE FINL	45,500	$1.267M	0.4%	$27.19	0.0%	COM	704699107
RMBI	RICHMOND MUTUAL BANCORPORATION	632	$8,873	0.0%	$13.72	0.0%	COM	76525P100
MFGI	MERCHANTS FINL GROUP	180	$5,758	0.0%	$28.36	0.0%	COM	588538108

Increased Positions (8)

FISI FINANCIAL INSTITUTIONS 17.7%

Value $56.19M (+16.4%) Shares 1,802,791 (+1.6%) Est. Cost $24.81 Unrealized +17.9%

HBNC HORIZON BANCORP 9.7%

Value $30.75M (+13.6%) Shares 1,812,825 (+7.2%) Est. Cost $15.51 Unrealized +6.8%

CHMG CHEMUNG FINL 1.9%

Value $6.101M (+96.5%) Shares 109,336 (+84.9%) Est. Cost $51.82 Unrealized +1.8%

EFSC ENTERPRISE FINL SERVICES 12.5%

Value $39.6M (-2.3%) Shares 733,329 (+4.9%) Est. Cost $23.96 Unrealized +128.2%

FMBM F & M BANK 0.3%

Value $1.011M (+111.4%) Shares 35,153 (+90.4%) Est. Cost $24.87 Unrealized +8.3%

CBAF CITBA FINL 0.3%

Value $1.104M (+75.9%) Shares 29,254 (+35.1%) Est. Cost $29.14 Unrealized +11.4%

PBNC PB FINL 0.1%

Value $194K (+87.2%) Shares 3,500 (+75.0%) Est. Cost $47.35 Unrealized +11.5%

TRVR TWO RIVERS FINL GROUP 0.0%

Value $128K (+46.4%) Shares 2,730 (+12.2%) Est. Cost $35.30 Unrealized +19.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FISI	FINANCIAL INSTITUTIONS	1,802,791 (+1.6%)	$56.19M (+16.4%)	17.7%	$24.81	+17.9%	COM	317585404
HBNC	HORIZON BANCORP	1,812,825 (+7.2%)	$30.75M (+13.6%)	9.7%	$15.51	+6.8%	COM	440407104
CHMG	CHEMUNG FINL	109,336 (+84.9%)	$6.101M (+96.5%)	1.9%	$51.82	+1.8%	COM	164024101
EFSC	ENTERPRISE FINL SERVICES	733,329 (+4.9%)	$39.6M (-2.3%)	12.5%	$23.96	+128.2%	COM	293712105
FMBM	F & M BANK	35,153 (+90.4%)	$1.011M (+111.4%)	0.3%	$24.87	+8.3%	COM	30237P106
CBAF	CITBA FINL	29,254 (+35.1%)	$1.104M (+75.9%)	0.3%	$29.14	+11.4%	COM	173024100
PBNC	PB FINL	3,500 (+75.0%)	$194K (+87.2%)	0.1%	$47.35	+11.5%	COM	69290N103
TRVR	TWO RIVERS FINL GROUP	2,730 (+12.2%)	$128K (+46.4%)	0.0%	$35.30	+19.6%	COM	90206L106

Exited Positions (4)

MBIN MERCHANTS BANCORP 1.9%

Value $5.988M Shares 188,294 Est. Cost $27.86 Unrealized +17.6%

FITB FIFTH THIRD BANCORP 0.6%

Value $2.031M Shares 45,600 Est. Cost $24.54 Unrealized +77.8%

FXNC FLAGSTAR BANK NATIONAL ASSOCIATION 0.0%

Value $62,127 Shares 5,379 Est. Cost $21.96 Unrealized +7.7%

CYSM COMMUNITY BANCORP OF SANTA MARIA 0.0%

Value $15,582 Shares 1,050 Est. Cost $14.81 Unrealized +7.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MBIN	MERCHANTS BANCORP	188,294	$5.988M	1.9%	$27.86	+17.6%	—	58844R108
FITB	FIFTH THIRD BANCORP	45,600	$2.031M	0.6%	$24.54	+77.8%	—	316773100
FXNC	FLAGSTAR BANK NATIONAL ASSOCIATION	5,379	$62,127	0.0%	$21.96	+7.7%	—	32106V107
CYSM	COMMUNITY BANCORP OF SANTA MARIA	1,050	$15,582	0.0%	$14.81	+7.8%	—	20344R103

Decreased Positions (4)

NBTB NBT BANCORP 2.7%

Value $8.637M (-28.9%) Shares 208,030 (-28.5%) Est. Cost $41.63 Unrealized -0.1%

FRST PRIMIS FINL 1.0%

Value $3.3M (-33.9%) Shares 237,241 (-50.1%) Est. Cost $11.54 Unrealized -3.0%

CWBC COMMUNITY WEST BANCSHARES 2.3%

Value $7.415M (-16.4%) Shares 329,551 (-22.6%) Est. Cost $16.78 Unrealized +29.7%

ARBV AMERICAN RIVIERA BANCORP 4.3%

Value $13.61M (+7.2%) Shares 569,500 (-1.4%) Est. Cost $19.44 Unrealized +15.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NBTB	NBT BANCORP	208,030 (-28.5%)	$8.637M (-28.9%)	2.7%	$41.63	-0.1%	COM	628778102
FRST	PRIMIS FINL	237,241 (-50.1%)	$3.3M (-33.9%)	1.0%	$11.54	-3.0%	COM	74167B109
CWBC	COMMUNITY WEST BANCSHARES	329,551 (-22.6%)	$7.415M (-16.4%)	2.3%	$16.78	+29.7%	COM	203937107
ARBV	AMERICAN RIVIERA BANCORP	569,500 (-1.4%)	$13.61M (+7.2%)	4.3%	$19.44	+15.4%	COM	02933K103

Unchanged Positions (10)

BANC BANC OF CALIFORNIA 17.9%

Value $56.89M Shares 2,949,219 Est. Cost $9.88 Unrealized +80.6%

FNB F N B 7.6%

Value $24.16M Shares 1,412,765 Est. Cost $14.80 Unrealized +9.9%

FNWD FINWARD BANCORP 4.4%

Value $13.93M Shares 395,716 Est. Cost $28.34 Unrealized +23.9%

IBCP INDEPENDENT BANK 3.3%

Value $10.38M Shares 318,985 Est. Cost $12.18 Unrealized +160.9%

FRME FIRST MERCHANTS 8.1%

Value $25.72M Shares 686,333 Est. Cost $16.18 Unrealized +127.3%

ORRF ORRSTOWN FINL SERVICES 0.7%

Value $2.279M Shares 64,356 Est. Cost $31.53 Unrealized +9.5%

FRBA FIRST BANK 2.5%

Value $7.882M Shares 478,887 Est. Cost $11.05 Unrealized +43.7%

FNRN FIRST NORTHERN COMMUNITY BANCORP 0.2%

Value $488K Shares 36,500 Est. Cost $11.40 Unrealized +15.6%

INBC INBANKSHARES 0.2%

Value $646K Shares 54,085 Est. Cost $9.34 Unrealized +25.6%

MGYR MAGYAR BANCORP 1.0%

Value $3.168M Shares 183,317 Est. Cost $10.77 Unrealized +57.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BANC	BANC OF CALIFORNIA	2,949,219	$56.89M	17.9%	$9.88	+80.6%	COM	05990K106
FNB	F N B	1,412,765	$24.16M	7.6%	$14.80	+9.9%	COM	302520101
FNWD	FINWARD BANCORP	395,716	$13.93M	4.4%	$28.34	+23.9%	COM	31812F109
IBCP	INDEPENDENT BANK	318,985	$10.38M	3.3%	$12.18	+160.9%	COM	453838609
FRME	FIRST MERCHANTS	686,333	$25.72M	8.1%	$16.18	+127.3%	COM	320817109
ORRF	ORRSTOWN FINL SERVICES	64,356	$2.279M	0.7%	$31.53	+9.5%	COM	687380105
FRBA	FIRST BANK	478,887	$7.882M	2.5%	$11.05	+43.7%	COM	31931U102
FNRN	FIRST NORTHERN COMMUNITY BANCORP	36,500	$488K	0.2%	$11.40	+15.6%	COM	335925103
INBC	INBANKSHARES	54,085	$646K	0.2%	$9.34	+25.6%	COM	45332V105
MGYR	MAGYAR BANCORP	183,317	$3.168M	1.0%	$10.77	+57.9%	COM	55977T208