Stieven Capital Advisors, L.P.
CIK: 1388279
Holdings (36)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- COLB
COLUMBIA BKG SYS INC
$34.35M
1.07M sh6.56%-9.6% - WAL
WESTERN ALLIANCE BANCORP
$30.98M
376,885 sh5.91%-4.2% - AUB
ATLANTIC UN BANKSHARES CORP
$29.35M
693,749 sh5.60%-6.3% - UMBF
UMB FINL CORP
$29.13M
204,065 sh5.56%-10.8% - AX
AXOS FINANCIAL INC
$24.97M
256,345 sh4.77%+6.5% - CFG
CITIZENS FINL GROUP INC
$24.51M
349,780 sh4.68%-6.5% - HWC
HANCOCK WHITNEY CORPORATION
$22.51M
301,296 sh4.30%+0.3% - CNOB
CONNECTONE BANCORP INC
$22.42M
670,377 sh4.28%-7.1% - SSB
SOUTHSTATE BK CORP
$22.12M
221,394 sh4.22%-17.9% - EWBC
EAST WEST BANCORP INC
$20.38M
157,904 sh3.89%-15.6% - ONB
OLD NATL BANCORP IND
$19.84M
766,134 sh3.79%+2.9% - OSBC
OLD SECOND BANCORP INC DEL
$19.01M
815,328 sh3.63%+5.4% - FITB
FIFTH THIRD BANCORP
$16.87M
299,293 sh3.22%-7.5% - FNB
F N B CORP
$16.69M
874,591 sh3.19%+0.2% - CCNE
CNB FINL CORP PA
$14.65M
434,673 sh2.80%-5.2% - WTFC
WINTRUST FINL CORP
$14.41M
89,683 sh2.75%-6.7% - PFBC
PREFERRED BK LOS ANGELES CA
$12.53M
117,921 sh2.39%-3.8% - CCB
COASTAL FINL CORP WA
$12.07M
155,771 sh2.30%+40.9% - ALRS
ALERUS FINL CORP
$11.88M
382,034 sh2.27%+12.7% - HBNC
HORIZON BANCORP IND
$11.77M
589,179 sh2.25%+5.3% - RF
REGIONS FINANCIAL CORP NEW
$11.25M
372,682 sh2.15%-15.6% - PNFP
PINNACLE FINL PARTNERS INC
$11.11M
110,100 sh2.12%+83.5% - FCNCA
FIRST CTZNS BANCSHARES INC D
$10.02M
4,815 sh1.91%-20.9% - BANR
BANNER CORP
$10.02M
150,756 sh1.91%+0.3% - HAFC
HANMI FINL CORP
$9.94M
306,788 sh1.90%-31.4% - NIC
NICOLET BANKSHARES INC
$9.26M
55,967 sh1.77%+6.0% - FBP
FIRST BANCORP CORPORATION
$8.1M
310,710 sh1.55%+0.3% - RNST
RENASANT CORP
$7.26M
170,613 sh1.39%-7.9% - SMBK
SMARTFINANCIAL INC
$6.92M
147,534 sh1.32%+0.2% - BAC
BANK OF AMER CORP
$5.79M
101,537 sh1.10%+0.2% - SFST
SOUTHERN FIRST BANCSHARES
$5.75M
94,114 sh1.10%New - BCAL
CALIFORNIA BANCORP
$5.27M
252,843 sh1.01%New - BHRB
BURKE HERBERT FINL SVCS CORP
$4.59M
63,940 sh0.88%New - CIVB
CIVISTA BANCSHARES INC
$3.58M
126,953 sh0.68%+0.2% - VLY
VALLEY NATL BANCORP
$2.32M
158,566 sh0.44%+0.3% - SF
STIFEL FINL CORP
$2.27M
32,500 sh0.43%New
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 COLB COLUMBIA BKG SYS INC | 1.07M | $34.35M | -9.6% | 6.56% | Q2 2026 |
 WAL WESTERN ALLIANCE BANCORP | 376,885 | $30.98M | -4.2% | 5.91% | Q2 2026 |
 AUB ATLANTIC UN BANKSHARES CORP | 693,749 | $29.35M | -6.3% | 5.60% | Q2 2026 |
 UMBF UMB FINL CORP | 204,065 | $29.13M | -10.8% | 5.56% | Q2 2026 |
 AX AXOS FINANCIAL INC | 256,345 | $24.97M | +6.5% | 4.77% | Q2 2026 |
 CFG CITIZENS FINL GROUP INC | 349,780 | $24.51M | -6.5% | 4.68% | Q2 2026 |
 HWC HANCOCK WHITNEY CORPORATION | 301,296 | $22.51M | +0.3% | 4.30% | Q2 2026 |
 CNOB CONNECTONE BANCORP INC | 670,377 | $22.42M | -7.1% | 4.28% | Q2 2026 |
 SSB SOUTHSTATE BK CORP | 221,394 | $22.12M | -17.9% | 4.22% | Q2 2026 |
 EWBC EAST WEST BANCORP INC | 157,904 | $20.38M | -15.6% | 3.89% | Q2 2026 |
 ONB OLD NATL BANCORP IND | 766,134 | $19.84M | +2.9% | 3.79% | Q2 2026 |
 OSBC OLD SECOND BANCORP INC DEL | 815,328 | $19.01M | +5.4% | 3.63% | Q2 2026 |
 FITB FIFTH THIRD BANCORP | 299,293 | $16.87M | -7.5% | 3.22% | Q2 2026 |
 FNB F N B CORP | 874,591 | $16.69M | +0.2% | 3.19% | Q2 2026 |
 CCNE CNB FINL CORP PA | 434,673 | $14.65M | -5.2% | 2.80% | Q2 2026 |
 WTFC WINTRUST FINL CORP | 89,683 | $14.41M | -6.7% | 2.75% | Q2 2026 |
 PFBC PREFERRED BK LOS ANGELES CA | 117,921 | $12.53M | -3.8% | 2.39% | Q2 2026 |
 CCB COASTAL FINL CORP WA | 155,771 | $12.07M | +40.9% | 2.30% | Q2 2026 |
 ALRS ALERUS FINL CORP | 382,034 | $11.88M | +12.7% | 2.27% | Q2 2026 |
 HBNC HORIZON BANCORP IND | 589,179 | $11.77M | +5.3% | 2.25% | Q2 2026 |
 RF REGIONS FINANCIAL CORP NEW | 372,682 | $11.25M | -15.6% | 2.15% | Q2 2026 |
 PNFP PINNACLE FINL PARTNERS INC | 110,100 | $11.11M | +83.5% | 2.12% | Q2 2026 |
 FCNCA FIRST CTZNS BANCSHARES INC D | 4,815 | $10.02M | -20.9% | 1.91% | Q2 2026 |
 BANR BANNER CORP | 150,756 | $10.02M | +0.3% | 1.91% | Q2 2026 |
 HAFC HANMI FINL CORP | 306,788 | $9.94M | -31.4% | 1.90% | Q2 2026 |
 NIC NICOLET BANKSHARES INC | 55,967 | $9.26M | +6.0% | 1.77% | Q2 2026 |
 FBP FIRST BANCORP CORPORATION | 310,710 | $8.1M | +0.3% | 1.55% | Q2 2026 |
 RNST RENASANT CORP | 170,613 | $7.26M | -7.9% | 1.39% | Q2 2026 |
 SMBK SMARTFINANCIAL INC | 147,534 | $6.92M | +0.2% | 1.32% | Q2 2026 |
 BAC BANK OF AMER CORP | 101,537 | $5.79M | +0.2% | 1.10% | Q2 2026 |
 SFST SOUTHERN FIRST BANCSHARES | 94,114 | $5.75M | New | 1.10% | Q2 2026 |
 BCAL CALIFORNIA BANCORP | 252,843 | $5.27M | New | 1.01% | Q2 2026 |
 BHRB BURKE HERBERT FINL SVCS CORP | 63,940 | $4.59M | New | 0.88% | Q2 2026 |
 CIVB CIVISTA BANCSHARES INC | 126,953 | $3.58M | +0.2% | 0.68% | Q2 2026 |
 VLY VALLEY NATL BANCORP | 158,566 | $2.32M | +0.3% | 0.44% | Q2 2026 |
 SF STIFEL FINL CORP | 32,500 | $2.27M | New | 0.43% | Q2 2026 |
1-36 of 36 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Stieven Capital Advisors, L.P.
Stieven Capital Advisors, L.P. is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1388279). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 36 securities, not counting options, up from 35 in Q1 2026.
Its five largest reported positions, in order, are COLUMBIA BKG SYS INC (COLB), WESTERN ALLIANCE BANCORP (WAL), ATLANTIC UN BANKSHARES CORP (AUB), UMB FINL CORP (UMBF) and AXOS FINANCIAL INC (AX). The next five are CITIZENS FINL GROUP INC (CFG), HANCOCK WHITNEY CORPORATION (HWC), CONNECTONE BANCORP INC (CNOB), SOUTHSTATE BK CORP (SSB) and EAST WEST BANCORP INC (EWBC).
Recent 13F filings by Stieven Capital Advisors, L.P.
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 36 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 35 securities.
- Q4 2025: 13F-HR filed Feb 6, 2026, listing 38 securities.
- Q3 2025: 13F-HR filed Nov 13, 2025, listing 40 securities.
- Q2 2025: 13F-HR filed Aug 12, 2025, listing 41 securities.
- Q1 2025: 13F-HR filed May 1, 2025, listing 45 securities.