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Livermore
Livermore
ZHEN

PL Capital Advisors, LLC

SEC CIK
0001569147
Latest filing
Jul 31, 2026

The latest 13F from PL Capital Advisors, LLC covers Q2 2026 (filed Jul 31, 2026): 31 long positions worth $359.8M. The top 10 holdings make up 85.4% of the portfolio, and the largest is Financial Institutions Inc (FISI) at 19.7%. Livermore has 26 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$2.98M
Added
2
Est. +$80.6K
Reduced
3
Est. −$17.2M
Sold out
1
Est. −$11.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. FISIFinancial Institutions Inc
    19.7%$70.8MHistory
  2. BANCBanc of California, Inc.
    13.9%$50.0MHistory
  3. EFSCEnterprise Financial Services Corp
    13.4%$48.3MHistory
  4. HBNCHorizon Bancorp Inc
    10.1%$36.2MHistory
  5. FRMEFirst Merchants Corp
    8.3%$30.0MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. OPFIOppFi Inc.
    +$2.98MNewHistory
  2. SBFGSB Financial Group, Inc.
    +$78.4KAddedHistory
  3. RVSBRiverview Bancorp Inc
    +$4.86KNewHistory
  4. FMBMF&M Bank Corp
    +$2.21KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. OPFIOppFi Inc.
    +0.83 pp0.0% → 0.8%History
  2. SBFGSB Financial Group, Inc.
    +0.04 pp0.2% → 0.2%History
  3. FMBMF&M Bank Corp
    +0.04 pp0.3% → 0.4%History
  4. RVSBRiverview Bancorp Inc
    0.00 pp0.0% → <0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. BNCCORP Inc055936108
    −$11.9MSold out
  2. BANCBanc of California, Inc.
    −$10.2MReducedHistory
  3. NBTBNBT Bancorp Inc
    −$6.66MReducedHistory
  4. FNRNFirst Northern Community Bancorp
    −$322.9KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. BNCCORP Inc055936108
    −3.58 pp3.6% → 0.0%
  2. BANCBanc of California, Inc.
    −1.73 pp15.6% → 13.9%History
  3. NBTBNBT Bancorp Inc
    −1.67 pp2.7% → 1.0%History
  4. FNRNFirst Northern Community Bancorp
    −0.08 pp0.2% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$359.8M
+$28.1M (+8.5%) vs. prior quarter
Positions
31
+1 vs. prior quarter
Top 10 concentration
85.4%
Top 10 as share of value
Turnover
0.9%
Q2 2026, one quarter
Average holding period
17.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $411.3M (Q1 2021)

Q1 2021: $411.3MQ2 2021: $406.8MQ3 2021: $397.2MQ4 2021: $409.1MQ1 2022: $387.9MQ2 2022: $347.7MQ3 2022: $341.8MQ4 2022: $363.9MQ1 2023: $283.5MQ2 2023: $250.4MQ3 2023: $249.9MQ4 2023: $289.3MQ1 2024: $262.5MQ2 2024: $240.5MQ3 2024: $280.9MQ4 2024: $293.0MQ1 2025: $297.7MQ2 2025: $299.7MQ3 2025: $301.4MQ4 2025: $317.2MQ1 2026: $331.6MQ2 2026: $359.8M
Q1 2021Q2 2026
13F filings of PL Capital Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 202631$359.8MFISIBANCEFSCvs. Q1 2026SEC
Q1 2026May 7, 202630$331.6MFISIBANCEFSCvs. Q4 2025SEC
Q4 2025Feb 10, 202626$317.2MBANCFISIEFSCvs. Q3 2025SEC
Q3 2025Nov 4, 202526$301.4MBANCFISIEFSCvs. Q2 2025SEC
Q2 2025Aug 5, 202525$299.7MBANCEFSCFISIvs. Q1 2025SEC
Q1 2025May 13, 202527$297.7MBANCEFSCFISIvs. Q4 2024SEC
Q4 2024Feb 5, 2025Amended29$293.0MBANCEFSCFRMEvs. Q3 2024SEC
Q3 2024Oct 29, 202427$280.9MBANCEFSCFISIvs. Q2 2024SEC
Q2 2024Jul 17, 202428$240.5MBANCEFSCFRMEvs. Q1 2024SEC
Q1 2024May 1, 202431$262.5MBANCEFSCFRMEvs. Q4 2023SEC
Q4 2023Feb 2, 202434$289.3MBANCEFSCFRMEvs. Q3 2023SEC
Q3 2023Nov 6, 202334$249.9MBANCEFSCFRMEvs. Q2 2023SEC
Q2 2023Aug 10, 202334$250.4MBANCEFSCFRMEvs. Q1 2023SEC
Q1 2023May 2, 202339$283.5MBANCEFSCFRMEvs. Q4 2022SEC
Q4 2022Feb 9, 2023Amended43$363.9MBANCEFSCFRMEvs. Q3 2022SEC
Q3 2022Nov 7, 202241$341.8MBANCHBNCEFSCvs. Q2 2022SEC
Q2 2022Aug 9, 202239$347.7MBANCHBNCEFSCvs. Q1 2022SEC
Q1 2022May 16, 202242$387.9MBANCEFSCFRMEvs. Q4 2021SEC
Q4 2021Jan 26, 202239$409.1MBANCEFSCFRMEvs. Q3 2021SEC
Q3 2021Nov 8, 202141$397.2MBANCEFSCFRMEvs. Q2 2021SEC
Q2 2021Aug 11, 2021Amended41$406.8MBANCEFSCFRMEvs. Q1 2021SEC
Q1 2021May 14, 202141$411.3MBANCEFSCFRME–SEC

13D and 13G filings

Companies where PL Capital Advisors, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where PL Capital Advisors, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
American Riviera BancorpCommon Stock, no par value per share13D/A9.97%569.5K shares+0.37 ppfrom 9.60%Feb 27, 20252 filingsFeb 24, 2026SEC
FISIFinancial Institutions Inc13D/A8.90%1.79M shares+1.40 ppfrom 7.50%Mar 18, 20253 filingsOct 2, 2025SEC

Latest filings

38 filings on file made by PL Capital Advisors, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by PL Capital Advisors, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
American Riviera BancorpCommon Stock, no par value per shareFeb 24, 202611:38 AM ET13D/A9.97%569.5K shares+0.37 ppfrom 9.60%Feb 19, 2026SEC
FISIFinancial Institutions IncOct 2, 20255:03 PM ET13D/A8.90%1.79M shares+1.40 ppfrom 7.50%Sep 30, 2025SEC
OPOFOld Point Financial CorpSep 8, 20254:43 PM ET13D/A0.00%0 shares−14.10 ppfrom 14.10%Below 5%Sep 3, 2025SEC
FISIFinancial Institutions IncAug 15, 20256:02 PM ET13D/A7.50%1.50M shares+1.20 ppfrom 6.30%Aug 13, 2025SEC
EVBNEvans Bancorp IncJun 6, 20255:03 PM ET13D/A0.00%0 shares–Below 5%May 2, 2025SEC
OPOFOld Point Financial CorpApr 4, 20255:40 PM ET13D/A14.10%720.9K shares–Apr 3, 2025SEC
FISIFinancial Institutions IncMar 18, 20257:18 PM ET13D6.30%1.26M sharesNewMar 12, 2025SEC
American Riviera BancorpCommon Stock, no par value per shareFeb 27, 20258:48 PM ET13D9.60%557.5K sharesNewFeb 20, 2025SEC
FNWDFinward BancorpSep 9, 202413D/AOld format–––SEC
OPOFOld Point Financial CorpJun 14, 202413D/AOld format–––SEC
EVBNEvans Bancorp IncJun 7, 202413D/AOld format–––SEC
Community West BancsharesApr 5, 202413D/AOld format–––SEC
FNWDFinward BancorpMar 21, 202413DOld format–New–SEC
BANCBanc of California, Inc.Dec 19, 202313D/AOld format–––SEC
EVBNEvans Bancorp IncSep 7, 202313D/AOld format–––SEC
MLVFMalvern Bancorp, Inc.Jul 25, 202313D/AOld format–––SEC
HWBKHawthorn Bancshares, Inc.May 9, 202313D/AOld format–––SEC
BFINBankFinancial CORPFeb 13, 202313GOld format–––SEC
MGYRMagyar Bancorp, Inc.Feb 7, 202313D/AOld format–––SEC
BANCBanc of California, Inc.Nov 18, 202213D/AOld format–––SEC