Stieven Capital Advisors, L.P. Portfolio Stock Holdings

Stieven Capital Advisors, L.P. disclosed 35 stock positions valued at approximately $468.1 million in its latest SEC 13F filing. The largest holdings include COLUMBIA BKG SYS INC, WESTERN ALLIANCE BANCORP, and ATLANTIC UN BANKSHARES CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
35
Portfolio Value
$468.1M
Holdings by Sector
Stieven Capital Advisors, L.P. Portfolio Holdings in Q1 2026

33 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
COLUMBIA BKG SYS INCCOLBFinancial Services6.95%1,185,832+76,300+6.88%$32,527,372
WESTERN ALLIANCE BANCORPWALFinancial Services5.96%393,485-4,048-1.02%$27,878,412
ATLANTIC UN BANKSHARES CORPAUBFinancial Services5.65%740,157-2,500-0.34%$26,453,211
UMB FINL CORPUMBFFinancial Services5.51%228,789-800-0.35%$25,805,111
CITIZENS FINL GROUP INCCFGFinancial Services4.79%373,880-1,300-0.35%$22,421,584
AXOS FINANCIAL INCAXFinancial Services4.38%240,745-15,114-5.91%$20,484,992
EAST WEST BANCORP INCEWBCFinancial Services4.27%187,024-15,700-7.74%$19,966,682
CONNECTONE BANCORP INCCNOBFinancial Services4.13%721,639+22,700+3.25%$19,318,276
HANCOCK WHITNEY CORPORATIONHWCFinancial Services4.08%300,496-11,100-3.56%$19,108,541
OLD NATL BANCORP INDONBFinancial Services3.51%744,434+178,100+31.45%$16,451,991
OLD SECOND BANCORP INC DELOSBCFinancial Services3.33%773,528-2,600-0.33%$15,594,324
FIFTH THIRD BANCORPFITBFinancial Services3.21%323,493+323,493+100.00%$15,029,485
F N B CORPFNBFinancial Services3.12%872,591+47,200+5.72%$14,589,722
WINTRUST FINL CORPWTFCFinancial Services2.85%96,083-27,900-22.50%$13,349,772
CNB FINL CORP PACCNEFinancial Services2.84%458,573-1,600-0.35%$13,280,274
HANMI FINL CORPHAFCFinancial Services2.52%446,917-26,602-5.62%$11,780,732
REGIONS FINANCIAL CORP NEWRFFinancial Services2.46%441,682-1,500-0.34%$11,536,734
FIRST CTZNS BANCSHARES INC DFCNCAFinancial Services2.45%6,091-523-7.91%$11,479,464
PREFERRED BK LOS ANGELES CAPFBCFinancial Services2.38%122,621+4,700+3.99%$11,120,498
HORIZON BANCORP INDHBNCFinancial Services1.98%559,410+115,410+25.99%$9,269,424
BANNER CORPBANRFinancial Services1.95%150,356-28,600-15.98%$9,123,602
COASTAL FINL CORP WACCBFinancial Services1.80%110,571+44,800+68.12%$8,414,453
ALERUS FINL CORPALRSFinancial Services1.72%338,924+338,924+100.00%$8,035,888
NICOLET BANKSHARES INCNICFinancial Services1.68%52,805+52,805+100.00%$7,847,879
RENASANT CORPRNSTFinancial Services1.43%185,213-76,419-29.21%$6,691,746
FIRST BANCORP CORPORATIONFBPFinancial Services1.41%309,910-1,100-0.35%$6,619,678
MECHANICS BANCORPHMSTFinancial Services1.38%438,635-41,600-8.66%$6,469,866
METROPOLITAN BK HLDG CORPMCBFinancial Services1.33%75,000+75,000+100.00%$6,246,750
SMARTFINANCIAL INCSMBKFinancial Services1.23%147,234-500-0.34%$5,753,905
FB FINL CORPFBKFinancial Services1.19%107,116-300-0.28%$5,563,605
BANK AMERICA CORPBACFinancial Services1.06%101,337-47,000-31.68%$4,940,179
CIVISTA BANCSHARES INCCIVBFinancial Services0.62%126,653+16,953+15.45%$2,886,422
VALLEY NATL BANCORPVLYFinancial Services0.41%158,166-500-0.32%$1,942,278