Stieven Capital Advisors, L.P.
Net seller this quarter
$524M
36
-$24.3M
49.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COLB | $34.3M | 6.56% | 0.38% | -9.6% | Q1 2022 |
 WAL | $31M | 5.91% | 0.35% | -4.2% | Q4 2018 |
 AUB | $29.4M | 5.60% | 0.49% | -6.3% | Q1 2025 |
 UMBF | $29.1M | 5.56% | 0.27% | -10.8% | Q3 2013 |
 AX | $25M | 4.77% | 0.45% | +6.5% | Q3 2018 |
 CFG | $24.5M | 4.68% | 0.08% | -6.5% | Q1 2015 |
 HWC | $22.5M | 4.30% | 0.37% | +0.3% | Q2 2018 |
 CNOB | $22.4M | 4.28% | 1.33% | -7.1% | Q1 2014 |
 SSB | $22.1M | 4.22% | 0.23% | -17.9% | Q2 2020 |
 EWBC | $20.4M | 3.89% | 0.12% | -15.6% | Q1 2014 |
 ONB | $19.8M | 3.79% | 0.20% | +2.9% | Q2 2016 |
 OSBC | $19M | 3.63% | 1.60% | +5.4% | Q2 2014 |
 FITB | $16.9M | 3.22% | 0.03% | -7.5% | Q2 2013 |
 FNB | $16.7M | 3.19% | 0.25% | +0.2% | Q1 2017 |
 CCNE | $14.7M | 2.80% | 1.47% | -5.2% | Q3 2022 |
 WTFC | $14.4M | 2.75% | 0.13% | -6.7% | Q2 2013 |
 PFBC | $12.5M | 2.39% | Not reported | -3.8% | Q2 2013 |
 CCB | $12.1M | 2.30% | 1.02% | +40.9% | Q4 2021 |
 ALRS | $11.9M | 2.27% | 1.53% | +12.7% | Q3 2024 |
 HBNC | $11.8M | 2.25% | 1.15% | +5.3% | Q3 2025 |
 RF | $11.3M | 2.15% | 0.04% | -15.6% | Q2 2013 |
 PNFP | $11.1M | 2.12% | 0.07% | +83.5% | Q3 2016 |
 FCNCA | $10M | 1.91% | Not reported | -21.0% | Q1 2023 |
 BANR | $10M | 1.91% | 0.44% | +0.3% | Q1 2014 |
 HAFC | $9.94M | 1.90% | 1.03% | -31.4% | Q2 2013 |
 NIC | $9.26M | 1.77% | 0.27% | +6.0% | Q4 2021 |
 FBP | $8.1M | 1.55% | 0.20% | +0.3% | Q4 2013 |
 RNST | $7.26M | 1.39% | 0.19% | -7.9% | Q2 2013 |
 SMBK | $6.92M | 1.32% | 0.86% | +0.2% | Q1 2017 |
 BAC | $5.79M | 1.10% | 0.00% | +0.2% | Q2 2013 |
 SFST | $5.75M | 1.10% | 0.99% | Not reported | Q4 2014 |
 BCAL | $5.27M | 1.01% | 0.79% | New | Q2 2026 |
 BHRB | $4.59M | 0.88% | 0.32% | New | Q2 2026 |
 CIVB | $3.58M | 0.68% | 0.61% | +0.2% | Q3 2025 |
 VLY | $2.32M | 0.44% | 0.03% | +0.3% | Q1 2024 |
 SF | $2.27M | 0.43% | 0.02% | New | Q2 2026 |
| Q1 2026 | |||||
| COLB | $32.5M | 6.95% | 0.41% | +6.9% | Q1 2022 |
| WAL | $27.9M | 5.96% | 0.36% | -1.0% | Q4 2018 |
| AUB | $26.5M | 5.65% | 0.52% | -0.3% | Q1 2025 |
| UMBF | $25.8M | 5.51% | 0.30% | -0.4% | Q3 2013 |
| SSB | $24.9M | 5.33% | 0.28% | +9.4% | Q2 2020 |
| CFG | $22.4M | 4.79% | 0.09% | -0.4% | Q1 2015 |
| AX | $20.5M | 4.38% | 0.42% | -5.9% | Q3 2018 |
| EWBC | $20M | 4.27% | 0.14% | -7.7% | Q1 2014 |
| CNOB | $19.3M | 4.13% | 1.44% | +3.3% | Q1 2014 |
| HWC | $19.1M | 4.08% | 0.37% | -3.6% | Q2 2018 |
| ONB | $16.5M | 3.51% | 0.19% | +31.5% | Q2 2016 |
| OSBC | $15.6M | 3.33% | 1.50% | -0.3% | Q2 2014 |
| FITB | $15M | 3.21% | 0.04% | Not reported | Q2 2013 |
| FNB | $14.6M | 3.12% | 0.24% | +5.7% | Q1 2017 |
| WTFC | $13.3M | 2.85% | 0.14% | -22.5% | Q2 2013 |
| CCNE | $13.3M | 2.84% | 1.55% | -0.4% | Q3 2022 |
| HAFC | $11.8M | 2.52% | 1.50% | -5.6% | Q2 2013 |
| RF | $11.5M | 2.46% | 0.05% | -0.3% | Q2 2013 |
| FCNCA | $11.5M | 2.45% | Not reported | -7.9% | Q1 2023 |
| PFBC | $11.1M | 2.38% | Not reported | +4.0% | Q2 2013 |
| HBNC | $9.27M | 1.98% | 1.09% | +26.0% | Q3 2025 |
| BANR | $9.12M | 1.95% | 0.44% | -16.0% | Q1 2014 |
| CCB | $8.41M | 1.80% | 0.73% | +68.1% | Q4 2021 |
| ALRS | $8.04M | 1.72% | 1.34% | Not reported | Q3 2024 |
| NIC | $7.85M | 1.68% | 0.25% | Not reported | Q4 2021 |
| RNST | $6.69M | 1.43% | 0.20% | -29.2% | Q2 2013 |
| FBP | $6.62M | 1.41% | 0.20% | -0.4% | Q4 2013 |
 MCHB | $6.47M | 1.38% | 2.32% | -8.7% | Q1 2019 |
 MCB | $6.25M | 1.33% | 0.61% | Not reported | Q3 2021 |
| SMBK | $5.75M | 1.23% | 0.86% | -0.3% | Q1 2017 |
 FBK | $5.56M | 1.19% | 0.21% | -0.3% | Q2 2017 |
| PNFP | $5.17M | 1.10% | 0.04% | Not reported | Q3 2016 |
| BAC | $4.94M | 1.06% | 0.00% | -31.7% | Q2 2013 |
| CIVB | $2.89M | 0.62% | 0.61% | +15.5% | Q3 2025 |
| VLY | $1.94M | 0.41% | 0.03% | -0.3% | Q1 2024 |
| Q4 2025 | |||||
| WBS | $35.8M | 6.64% | 0.35% | -3.6% | Q2 2013 |
| WAL | $33.4M | 6.20% | 0.36% | -2.2% | Q4 2018 |
| COLB | $31M | 5.75% | 0.38% | -0.3% | Q1 2022 |
| UMBF | $26.4M | 4.90% | 0.30% | -0.2% | Q3 2013 |
| AUB | $26.2M | 4.86% | 0.52% | +8.5% | Q1 2025 |
| SSB | $23.2M | 4.30% | 0.25% | -0.2% | Q2 2020 |
| EWBC | $22.8M | 4.22% | 0.15% | -3.1% | Q1 2014 |
| AX | $22M | 4.09% | 0.45% | +8.0% | Q3 2018 |
| CFG | $21.9M | 4.06% | 0.09% | -0.2% | Q1 2015 |
| HWC | $19.8M | 3.68% | 0.38% | -0.3% | Q2 2018 |
| CNOB | $18.3M | 3.40% | 1.39% | -0.3% | Q1 2014 |
| WTFC | $17.3M | 3.21% | 0.19% | -7.7% | Q2 2013 |
| OSBC | $15.1M | 2.81% | 1.47% | -0.2% | Q2 2014 |
| CMA | $15.1M | 2.80% | 0.14% | -0.3% | Q2 2018 |
| FCNCA | $14.2M | 2.63% | Not reported | -12.0% | Q1 2023 |
| FNB | $14.1M | 2.62% | 0.23% | -0.3% | Q1 2017 |
| HAFC | $12.8M | 2.37% | 1.58% | -25.4% | Q2 2013 |
| ONB | $12.6M | 2.34% | 0.15% | +11.6% | Q2 2016 |
 PB | $12.3M | 2.29% | 0.19% | +50.2% | Q1 2020 |
| CCNE | $12M | 2.23% | 1.56% | -0.3% | Q3 2022 |
| RF | $12M | 2.23% | 0.05% | -5.6% | Q2 2013 |
| BANR | $11.2M | 2.08% | 0.53% | -0.3% | Q1 2014 |
| PFBC | $11.1M | 2.06% | Not reported | -0.3% | Q2 2013 |
 DCOM | $9.62M | 1.78% | 0.73% | +22.8% | Q1 2024 |
| RNST | $9.21M | 1.71% | 0.28% | -36.6% | Q2 2013 |
| BAC | $8.16M | 1.51% | 0.00% | -0.2% | Q2 2013 |
| MOFG | $7.9M | 1.46% | 0.99% | +31.9% | Q1 2017 |
| CCB | $7.54M | 1.40% | 0.43% | -0.3% | Q4 2021 |
| HBNC | $7.53M | 1.40% | 0.87% | +18.4% | Q3 2025 |
 BUSE | $7.44M | 1.38% | 0.36% | -24.6% | Q4 2021 |
| MCHB | $7.03M | 1.30% | 2.54% | -17.5% | Q1 2019 |
| FBP | $6.45M | 1.20% | 0.20% | -0.3% | Q4 2013 |
| FBK | $5.99M | 1.11% | 0.21% | -0.3% | Q2 2017 |
 FISV | $5.98M | 1.11% | 0.02% | Not reported | Q2 2020 |
 V | $5.79M | 1.07% | 0.00% | Not reported | Q2 2019 |
| SMBK | $5.46M | 1.01% | 0.87% | -0.2% | Q1 2017 |
| CIVB | $2.44M | 0.45% | 0.57% | -0.3% | Q3 2025 |
| VLY | $1.85M | 0.34% | 0.03% | -70.1% | Q1 2024 |
| Q3 2025 | |||||
| WAL | $35.2M | 6.64% | 0.37% | +0.2% | Q4 2018 |
| WBS | $35.1M | 6.62% | 0.36% | +0.2% | Q2 2013 |
| COLB | $28.6M | 5.40% | 0.37% | +10.6% | Q1 2022 |
| UMBF | $27.2M | 5.13% | 0.30% | +1.5% | Q3 2013 |
| SSB | $24.4M | 4.60% | 0.24% | +9.0% | Q2 2020 |
| AUB | $24.2M | 4.55% | 0.48% | +0.2% | Q1 2025 |
| EWBC | $22.3M | 4.20% | 0.15% | +0.1% | Q1 2014 |
| AX | $20.1M | 3.78% | 0.42% | -16.6% | Q3 2018 |
| CFG | $20M | 3.77% | 0.09% | +0.2% | Q1 2015 |
| HWC | $19.6M | 3.69% | 0.37% | +0.2% | Q2 2018 |
| WTFC | $17.8M | 3.35% | 0.20% | -20.2% | Q2 2013 |
| CNOB | $17.4M | 3.28% | 1.39% | +29.3% | Q1 2014 |
| HAFC | $15.7M | 2.95% | 2.12% | +4.3% | Q2 2013 |
| RNST | $15.2M | 2.87% | 0.43% | -4.5% | Q2 2013 |
| OSBC | $13.4M | 2.54% | 1.48% | +8.5% | Q2 2014 |
| FCNCA | $13.4M | 2.53% | Not reported | Not reported | Q1 2023 |
| FNB | $13.3M | 2.51% | 0.23% | +0.2% | Q1 2017 |
| RF | $12.4M | 2.33% | 0.05% | +0.2% | Q2 2013 |
| CMA | $11.9M | 2.25% | 0.14% | +8.0% | Q2 2018 |
| BANR | $11.8M | 2.22% | 0.52% | +0.2% | Q1 2014 |
| CCNE | $11.2M | 2.10% | 1.57% | +58.2% | Q3 2022 |
| ONB | $11.1M | 2.10% | 0.13% | +17.5% | Q2 2016 |
| PFBC | $10.7M | 2.01% | Not reported | -2.3% | Q2 2013 |
| BUSE | $9.61M | 1.81% | 0.47% | Not reported | Q4 2021 |
| PB | $7.89M | 1.49% | 0.13% | Not reported | Q1 2020 |
| DCOM | $7.76M | 1.46% | 0.59% | -11.7% | Q1 2024 |
| MCHB | $7.74M | 1.46% | 3.07% | +47.8% | Q1 2019 |
| BAC | $7.67M | 1.45% | 0.00% | +43.6% | Q2 2013 |
| CCB | $7.14M | 1.35% | 0.44% | -25.5% | Q4 2021 |
| FBP | $6.88M | 1.30% | 0.20% | +0.2% | Q4 2013 |
| FBK | $6M | 1.13% | 0.20% | Not reported | Q2 2017 |
| HBNC | $6M | 1.13% | 0.85% | New | Q3 2025 |
 SFNC | $5.75M | 1.08% | 0.21% | Not reported | Q2 2013 |
| VLY | $5.62M | 1.06% | 0.09% | -56.5% | Q1 2024 |
| SMBK | $5.29M | 1.00% | 0.87% | +0.1% | Q1 2017 |
| VBTX | $4.53M | 0.85% | 0.25% | -74.7% | Q4 2016 |
| MOFG | $4.4M | 0.83% | 0.75% | +19.3% | Q1 2017 |
 OPBK | $2.86M | 0.54% | 1.38% | +0.2% | Q2 2017 |
| CIVB | $2.23M | 0.42% | 0.57% | New | Q3 2025 |
 FBLA | $1.1M | 0.21% | 0.46% | +0.2% | Q4 2024 |