Stieven Capital Advisors, L.P.
ST. LOUIS MO · SEC CIK 0001388279
$5.24亿2026Q2 申报市值
36持仓数
49.8%前十大占比 · 第一大 6.6%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SFST 新建仓+$575.04万
BCAL 新建仓+$526.92万
PNFP 加仓+$505.41万
BHRB 新建仓+$459.47万
CCB 加仓+$350.35万
2026Q2 卖出最多 按季末市值估算
MCHB 清仓-$646.99万
MCB 清仓-$624.67万
FBK 清仓-$556.36万
SSB 减仓-$480.58万
HAFC 减仓-$454.02万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| COLB | COLUMBIA BKG SYS INC | $3,434.90万 | 6.56% | 1,071,732 | -114,100 | -9.6% | -$365.69万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $3,097.99万 | 5.91% | 376,885 | -16,600 | -4.2% | -$136.45万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $2,935.25万 | 5.60% | 693,749 | -46,408 | -6.3% | -$196.35万 | 减仓 |
| UMBF | UMB FINL CORP | $2,913.23万 | 5.56% | 204,065 | -24,724 | -10.8% | -$352.96万 | 减仓 |
| AX | AXOS FINANCIAL INC | $2,496.54万 | 4.77% | 256,345 | 15,600 | 6.5% | $151.93万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2,450.91万 | 4.68% | 349,780 | -24,100 | -6.4% | -$168.87万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $2,251.28万 | 4.30% | 301,296 | 800 | 0.3% | $5.98万 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $2,241.74万 | 4.28% | 670,377 | -51,262 | -7.1% | -$171.42万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $2,211.73万 | 4.22% | 221,394 | -48,106 | -17.9% | -$480.58万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $2,038.38万 | 3.89% | 157,904 | -29,120 | -15.6% | -$375.91万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $1,984.29万 | 3.79% | 766,134 | 21,700 | 2.9% | $56.20万 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $1,901.34万 | 3.63% | 815,328 | 41,800 | 5.4% | $97.48万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,687.11万 | 3.22% | 299,293 | -24,200 | -7.5% | -$136.42万 | 减仓 |
| FNB | F N B CORP | $1,668.72万 | 3.19% | 874,591 | 2,000 | 0.2% | $3.82万 | 加仓 |
| CCNE | CNB FINL CORP PA | $1,465.28万 | 2.80% | 434,673 | -23,900 | -5.2% | -$80.57万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $1,441.39万 | 2.75% | 89,683 | -6,400 | -6.7% | -$102.86万 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $1,253.03万 | 2.39% | 117,921 | -4,700 | -3.8% | -$49.94万 | 减仓 |
| CCB | COASTAL FINL CORP WA | $1,207.38万 | 2.30% | 155,771 | 45,200 | 40.9% | $350.35万 | 加仓 |
| ALRS | ALERUS FINL CORP | $1,188.13万 | 2.27% | 382,034 | 43,110 | 12.7% | $134.07万 | 加仓 |
| HBNC | HORIZON BANCORP IND | $1,177.18万 | 2.25% | 589,179 | 29,769 | 5.3% | $59.48万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,125.50万 | 2.15% | 372,682 | -69,000 | -15.6% | -$208.38万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $1,110.69万 | 2.12% | 110,100 | 50,100 | 83.5% | $505.41万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,001.90万 | 1.91% | 4,815 | -1,276 | -20.9% | -$265.51万 | 减仓 |
| BANR | BANNER CORP | $1,001.62万 | 1.91% | 150,756 | 400 | 0.3% | $2.66万 | 加仓 |
| HAFC | HANMI FINL CORP | $993.99万 | 1.90% | 306,788 | -140,129 | -31.4% | -$454.02万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $925.64万 | 1.77% | 55,967 | 3,162 | 6.0% | $52.30万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $810.02万 | 1.55% | 310,710 | 800 | 0.3% | $2.09万 | 加仓 |
| RNST | RENASANT CORP | $725.79万 | 1.39% | 170,613 | -14,600 | -7.9% | -$62.11万 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $692.23万 | 1.32% | 147,534 | 300 | 0.2% | $1.41万 | 加仓 |
| BAC | BANK OF AMER CORP | $578.56万 | 1.10% | 101,537 | 200 | 0.2% | $1.14万 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $575.04万 | 1.10% | 94,114 | 94,114 | — | $575.04万 | 新建仓 |
| BCAL | CALIFORNIA BANCORP | $526.92万 | 1.01% | 252,843 | 252,843 | — | $526.92万 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $459.47万 | 0.88% | 63,940 | 63,940 | — | $459.47万 | 新建仓 |
| CIVB | CIVISTA BANCSHARES INC | $358.26万 | 0.68% | 126,953 | 300 | 0.2% | $8,466 | 加仓 |
| VLY | VALLEY NATL BANCORP | $232.30万 | 0.44% | 158,566 | 400 | 0.3% | $5,860 | 加仓 |
| SF | STIFEL FINL CORP | $226.75万 | 0.43% | 32,500 | 32,500 | — | $226.75万 | 新建仓 |
| MCHB | MECHANICS BANCORP | $0 | 0.00% | 0 | -438,635 | -100.0% | -$646.99万 | 清仓 |
| MCB | METROPOLITAN BK HLDG CORP | $0 | 0.00% | 0 | -75,000 | -100.0% | -$624.67万 | 清仓 |
| FBK | FB FINL CORP | $0 | 0.00% | 0 | -107,116 | -100.0% | -$556.36万 | 清仓 |