PL Capital Advisors, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $326,545,681 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $305,119,237 | Pooled investment vehicles (100%) |
| Apr 2024 to Mar 2025 | $304,853,451 | Pooled investment vehicles (100%) |
| May 2023 to Mar 2024 | $378,815,136 | Pooled investment vehicles (96%) |
| Apr 2023 | $378,815,136 | Pooled investment vehicles (96%) |
| Apr 2022 to Mar 2023 | $452,107,257 | Pooled investment vehicles (97%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Russell 2000 as of 2026-06-30, active share 99.3%; sector active share 88.7% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 100.0% | $334,991,970 |
Last Quarter's Activity
Export CSVSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FISI |
Financial Institutions Inc
Financial Services
|
Held | 1,816,102 | $70,773,494 | 21.13% | |
| BANC |
Banc Of California, Inc.
Financial Services
|
Reduced | 2,449,219 | $50,037,544 | 14.94% | |
| EFSC |
Enterprise Financial Services Corp
Financial Services
|
Held | 733,329 | $48,311,714 | 14.42% | |
| HBNC |
Horizon Bancorp Inc
Financial Services
|
Held | 1,812,825 | $36,220,243 | 10.81% | |
| FRME |
First Merchants Corp
Financial Services
|
Held | 686,333 | $29,985,888 | 8.95% | |
| FNB |
Fnb Corp
Financial Services
|
Held | 992,765 | $18,941,956 | 5.65% | |
| FNWD |
Finward Bancorp
Financial Services
|
Held | 395,716 | $14,554,434 | 4.34% | |
| FLG |
Flagstar Bank, National Association
Financial Services
|
Held | 835,335 | $12,479,904 | 3.73% | |
| IBCP |
Independent Bank Corp
Financial Services
|
Held | 318,985 | $11,505,788 | 3.43% | |
| CWBC |
Community West Bancshares
Financial Services
|
Held | 329,551 | $8,851,739 | 2.64% | |
| CHMG |
Chemung Financial Corp
Financial Services
|
Held | 109,336 | $8,154,278 | 2.43% | |
| FRST |
Primis Financial Corp.
Financial Services
|
Held | 237,241 | $3,883,635 | 1.16% | |
| NBTB |
Nbt Bancorp Inc
Financial Services
|
Reduced | 73,030 | $3,605,491 | 1.08% | |
| MGYR |
Magyar Bancorp, Inc.
Financial Services
|
Held | 183,317 | $3,198,881 | 0.95% | |
| OPFI |
OppFi Inc.
Financial Services
|
NEW | 300,000 | $2,979,000 | 0.89% | |
| ORRF |
Orrstown Financial Services Inc
Financial Services
|
Held | 64,356 | $2,627,655 | 0.78% | |
| FHN |
First Horizon Corp
Financial Services
|
Held | 100,000 | $2,564,000 | 0.77% | |
| PGC |
Peapack Gladstone Financial Corp
Financial Services
|
Held | 45,500 | $2,153,515 | 0.64% | |
| FMBM |
F&M Bank Corp
Financial Services
|
Added | 35,213 | $1,297,951 | 0.39% | |
| RMBI |
Richmond Mutual Bancorporation, Inc.
Financial Services
|
Held | 61,719 | $980,097 | 0.29% | |
| SBFG |
Sb Financial Group, Inc.
Financial Services
|
Added | 33,101 | $836,462 | 0.25% | |
| PBAM |
Private Bancorp of America, Inc.
Financial Services
|
Held | 7,000 | $518,000 | 0.15% | |
| FNRN |
First Northern Community Bancorp
Financial Services
|
Reduced | 20,325 | $364,630 | 0.11% | |
| FMBH |
First Mid Bancshares, Inc.
Financial Services
|
Held | 3,344 | $160,812 | 0.05% | |
| RVSB |
Riverview Bancorp Inc
Financial Services
|
NEW | 895 | $4,859 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.