Stieven Capital Advisors, L.P. 13F Holdings · Q2 2026
Stieven Capital Advisors, L.P. reported 36 securities worth $523.91M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: COLB (6.56%), WAL (5.91%), AUB (5.60%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COLB | COLUMBIA BKG SYS INC | $34.3M | 6.56% | 1.1M | Trimmed |
| 2 | WAL | WESTERN ALLIANCE BANCORP | $31.0M | 5.91% | 376,885 | Trimmed |
| 3 | AUB | ATLANTIC UN BANKSHARES CORP | $29.4M | 5.60% | 693,749 | Trimmed |
| 4 | UMBF | UMB FINL CORP | $29.1M | 5.56% | 204,065 | Trimmed |
| 5 | AX | AXOS FINANCIAL INC | $25.0M | 4.77% | 256,345 | Added |
| 6 | CFG | CITIZENS FINL GROUP INC | $24.5M | 4.68% | 349,780 | Trimmed |
| 7 | HWC | HANCOCK WHITNEY CORPORATION | $22.5M | 4.30% | 301,296 | Added |
| 8 | CNOB | CONNECTONE BANCORP INC | $22.4M | 4.28% | 670,377 | Trimmed |
| 9 | SSB | SOUTHSTATE BK CORP | $22.1M | 4.22% | 221,394 | Trimmed |
| 10 | EWBC | EAST WEST BANCORP INC | $20.4M | 3.89% | 157,904 | Trimmed |
| 11 | ONB | OLD NATL BANCORP IND | $19.8M | 3.79% | 766,134 | Added |
| 12 | OSBC | OLD SECOND BANCORP INC DEL | $19.0M | 3.63% | 815,328 | Added |
| 13 | FITB | FIFTH THIRD BANCORP | $16.9M | 3.22% | 299,293 | Trimmed |
| 14 | FNB | F N B CORP | $16.7M | 3.19% | 874,591 | Added |
| 15 | CCNE | CNB FINL CORP PA | $14.7M | 2.80% | 434,673 | Trimmed |
| 16 | WTFC | WINTRUST FINL CORP | $14.4M | 2.75% | 89,683 | Trimmed |
| 17 | PFBC | PREFERRED BK LOS ANGELES CA | $12.5M | 2.39% | 117,921 | Trimmed |
| 18 | CCB | COASTAL FINL CORP WA | $12.1M | 2.30% | 155,771 | Added |
| 19 | ALRS | ALERUS FINL CORP | $11.9M | 2.27% | 382,034 | Added |
| 20 | HBNC | HORIZON BANCORP IND | $11.8M | 2.25% | 589,179 | Added |
| 21 | RF | REGIONS FINANCIAL CORP NEW | $11.3M | 2.15% | 372,682 | Trimmed |
| 22 | PNFP | PINNACLE FINL PARTNERS INC | $11.1M | 2.12% | 110,100 | Added |
| 23 | BANR | BANNER CORP | $10.0M | 1.91% | 150,756 | Added |
| 24 | FCNCA | FIRST CTZNS BANCSHARES INC D | $10.0M | 1.91% | 4,815 | Trimmed |
| 25 | HAFC | HANMI FINL CORP | $9.9M | 1.90% | 306,788 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR