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CIK: 0001569147
Total reported value
$359.8M
$359.8M
31 檔
40.4%
As reported in its official Q1 2024 Form 13F filing, PL Capital Advisors, LLC's tracked investment portfolio stood at $359.8M with 31 total positions.
In Q1 2024, PL Capital Advisors, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BANC | Banc Of California Inc | Stock-Other | 18.68% | -1.72% | +0.70% | |
| 2 | EFSC | Enterprise Financial Service | Stock-Other | 10.87% | +1.46% | -2.76% | |
| 3 | FRME | First Merchants CORP | Stock-Other | 9.12% | +0.32% | -2.56% | |
| 4 | FNB | Fnb CORP | Stock-Financials | 8.68% | +0.26% | -3.58% | |
| 5 | HBNC | Horizon Bancorp Inc/in | Stock-Other | 7.93% | +1.01% | +6.78% | |
| 6 | EVBNUSD | Evans Bancorp Inc | Stock-Other | 6.12% | — | +3.02% | |
| 7 | OPOF | Old Point Financial CORP | Stock-Other | 4.09% | — | — | |
| 8 | FNWD | Finward Bancorp | Stock-Other | 3.33% | -0.28% | +257.59% | |
| 9 | ✓ | Cmnty Wst Banc | Stock-Other | 3.18% | — | -3.58% | |
| 10 | IBCP | Independent Bank CORP - Mich | Stock-Other | 3.08% | — | -3.04% | |
| 11 | MBIN | Merchants Bancorp/in | Stock-Other | 3.02% | — | — | |
| 12 | FRBA | First Bank/hamilton Nj | Stock-Other | 2.51% | +0.05% | -4.01% | |
| 13 | AGNC | Agnc Investment CORP | Stock-Real Estate | 2.43% | — | +3.64% | |
| 14 | FRST | Primis Financial CORP | Stock-Other | 2.20% | +0.13% | -2.06% | |
| 15 | FISI | Financial Institutions Inc | Stock-Other | 2.16% | +2.30% | +59.58% | |
| 16 | ZION | Zions Bancorp NA | Stock-Financials | 1.65% | — | -8.26% | |
| 17 | ABCB | Ameris Bancorp | Stock-Financials | 1.45% | — | — | |
| 18 | LFT | Lument Finance Trust Inc | Stock-Other | 1.36% | — | — | |
| 19 | NYCBEUR | New York Community Bancorp | Stock-Other | 1.15% | — | +25.33% | |
| 20 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.14% | — | — | |
| 21 | CFG | Citizens Financial Group | Stock-Financials | 1.11% | — | -46.51% | |
| 22 | MGYR | Magyar Bancorp Inc | Stock-Other | 1.08% | -0.07% | — | |
| 23 | LBAIUSD | Lakeland Bancorp Inc | Stock-Other | 0.74% | — | -9.58% | |
| 24 | IVR | Invesco Mortgage Capital | Stock-Other | 0.74% | — | +513.50% | |
| 25 | ✓ | Codorus Vy Bancorp Inc | Stock-Other | 0.64% | — | — | |
| 26 | FITB | Fifth Third Bancorp | Stock-Financials | 0.62% | — | -76.61% | |
| 27 | VLY | Valley National Bancorp | Stock-Financials | 0.30% | — | — | |
| 28 | CFBK | Cf Bankshares Inc | Stock-Other | 0.28% | — | — | |
| 29 | SBFG | Sb Financial Group Inc | Stock-Other | 0.15% | +0.04% | — | |
| 30 | CMA | Comerica Inc | Stock-Other | 0.13% | — | -91.92% | |
| 31 | OSBC | Old Second Bancorp Inc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BANC | Banc Of California Inc | +3.8% | +0.70% | Add |
| 2 | FNWD | Finward Bancorp | +2.5% | +257.59% | Add |
| 3 | FISI | Financial Institutions Inc | +0.8% | +59.58% | Add |
| 4 | FNB | Fnb CORP | +0.7% | -3.58% | Trim |
| 5 | IVR | Invesco Mortgage Capital | +0.6% | +513.50% | Add |
| 6 | EVBNUSD | Evans Bancorp Inc | +0.4% | +3.02% | Add |
| 7 | HBNC | Horizon Bancorp Inc/in | +0.4% | +6.78% | Add |
| 8 | OPOF | Old Point Financial CORP | +0.3% | — | Unchanged |
| 9 | AGNC | Agnc Investment CORP | +0.3% | +3.64% | Add |
| 10 | MBIN | Merchants Bancorp/in | +0.3% | — | Unchanged |
| 11 | LFT | Lument Finance Trust Inc | +0.2% | — | Unchanged |
| 12 | IBCP | Independent Bank CORP - Mich | +0.1% | -3.04% | Trim |
| 13 | NLY | Annaly Capital Management In | +0.1% | — | Unchanged |
| 14 | FRME | First Merchants CORP | +0.1% | -2.56% | Trim |
| 15 | MGYR | Magyar Bancorp Inc | +0.1% | — | Unchanged |
| 16 | FRST | Primis Financial CORP | +0.1% | -2.06% | Trim |
| 17 | OSBC | Old Second Bancorp Inc | 0% | NEW | New buy |
| 18 | CFBK | Cf Bankshares Inc | 0% | — | Unchanged |
| 19 | ABCB | Ameris Bancorp | 0% | — | Unchanged |
| 20 | ZION | Zions Bancorp NA | — | -8.26% | Trim |
| 21 | SBFG | Sb Financial Group Inc | — | — | Unchanged |
| 22 | ✓ | Codorus Vy Bancorp Inc | 0% | — | Unchanged |
| 23 | FRBA | First Bank/hamilton Nj | 0% | -4.01% | Trim |
| 24 | WTFC | Wintrust Financial CORP | -0.1% | EXIT | Sold out |
| 25 | VLY | Valley National Bancorp | -0.1% | — | Unchanged |
| 26 | LBAIUSD | Lakeland Bancorp Inc | -0.2% | -9.58% | Trim |
| 27 | ✓ | Cmnty Wst Banc | -0.2% | -3.58% | Trim |
| 28 | EFSC | Enterprise Financial Service | -0.3% | -2.76% | Trim |
| 29 | CFG | Citizens Financial Group | -0.6% | -46.51% | Trim |
| 30 | KEY | Keycorp | -0.8% | EXIT | Sold out |
| 31 | CMA | Comerica Inc | -1.4% | -91.92% | Trim |
| 32 | NYCBEUR | New York Community Bancorp | -1.5% | +25.33% | Add |
| 33 | FITB | Fifth Third Bancorp | -1.6% | -76.61% | Trim |
| 34 | HWBK | Hawthorn Bancshares Inc | -2% | EXIT | Sold out |
| 35 | SYF | Synchrony Financial | -2.3% | EXIT | Sold out |
According to official SEC Form 13F filings, PL Capital Advisors, LLC reported a total U.S. public equity portfolio value of $359.8M across 31 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BANC, EFSC, FRME) accounted for 40.4% of total reported equity market value during Q1 2024.
Top New Position Initiated
OSBC
市值: $110.7K
Top Position Liquidated / Trimmed
SYF
前期市值: $6.7M
During Q1 2024, PL Capital Advisors, LLC's top holdings by market value included BANC (18.7%)、EFSC (10.9%)、FRME (9.1%). The largest single position, BANC, represented 18.7% of total portfolio value.
In Q1 2024, PL Capital Advisors, LLC made 25 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 12 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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