Filed: 2/6/2026ACC: 0000902664-26-000776
📋 What this filing means
STIEVEN CAPITAL ADVISORS, L.P. filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $539.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$539.42M
Total AUM (reported)
12.64M
Total Shares
Allocation by class
COM$447.94M83.0%
COM NEW$62.04M11.5%
CL A$21.22M3.9%
COM CL A$5.79M1.1%
COM NO PAR$2.44M0.5%
Portfolio Concentration
Top 3$100.24M18.6%
4–10$162.39M30.1%
11–25$197.23M36.6%
Rest$79.55M14.7%
Top 3 weight
18.6%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 12.64M
Sole
Full voting authority
12.64M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
WEBSTER FINL CORP
SOLEShares568.99K
TypeSH
Market value$35.81M
6.64%
Sole
568.99K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares397.53K
TypeSH
Market value$33.42M
6.20%
Sole
397.53K
Shared
0.00
None
0.00
COLUMBIA BKG SYS INC
SOLEShares1.11M
TypeSH
Market value$31.01M
5.75%
Sole
1.11M
Shared
0.00
None
0.00
UMB FINL CORP
SOLEShares229.59K
TypeSH
Market value$26.41M
4.90%
Sole
229.59K
Shared
0.00
None
0.00
ATLANTIC UN BANKSHARES CORP
SOLEShares742.66K
TypeSH
Market value$26.22M
4.86%
Sole
742.66K
Shared
0.00
None
0.00
SOUTHSTATE BK CORP
SOLEShares246.30K
TypeSH
Market value$23.18M
4.30%
Sole
246.30K
Shared
0.00
None
0.00
EAST WEST BANCORP INC
SOLEShares202.72K
TypeSH
Market value$22.78M
4.22%
Sole
202.72K
Shared
0.00
None
0.00
AXOS FINANCIAL INC
SOLEShares255.86K
TypeSH
Market value$22.04M
4.09%
Sole
255.86K
Shared
0.00
None
0.00
CITIZENS FINL GROUP INC
SOLEShares375.18K
TypeSH
Market value$21.91M
4.06%
Sole
375.18K
Shared
0.00
None
0.00
HANCOCK WHITNEY CORPORATION
SOLEShares311.60K
TypeSH
Market value$19.84M
3.68%
Sole
311.60K
Shared
0.00
None
0.00
CONNECTONE BANCORP INC
SOLEShares698.94K
TypeSH
Market value$18.33M
3.40%
Sole
698.94K
Shared
0.00
None
0.00
WINTRUST FINL CORP
SOLEShares123.98K
TypeSH
Market value$17.34M
3.21%
Sole
123.98K
Shared
0.00
None
0.00
OLD SECOND BANCORP INC ILL
SOLEShares776.13K
TypeSH
Market value$15.13M
2.81%
Sole
776.13K
Shared
0.00
None
0.00
COMERICA INC
SOLEShares173.89K
TypeSH
Market value$15.12M
2.80%
Sole
173.89K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC D
SOLEShares6.61K
TypeSH
Market value$14.19M
2.63%
Sole
6.61K
Shared
0.00
None
0.00
F N B CORP
SOLEShares825.39K
TypeSH
Market value$14.11M
2.62%
Sole
825.39K
Shared
0.00
None
0.00
HANMI FINL CORP
SOLEShares473.52K
TypeSH
Market value$12.80M
2.37%
Sole
473.52K
Shared
0.00
None
0.00
OLD NATL BANCORP IND
SOLEShares566.33K
TypeSH
Market value$12.63M
2.34%
Sole
566.33K
Shared
0.00
None
0.00
PROSPERITY BANCSHARES INC
SOLEShares178.66K
TypeSH
Market value$12.35M
2.29%
Sole
178.66K
Shared
0.00
None
0.00
CNB FINL CORP PA
SOLEShares460.17K
TypeSH
Market value$12.04M
2.23%
Sole
460.17K
Shared
0.00
None
0.00
REGIONS FINANCIAL CORP NEW
SOLEShares443.18K
TypeSH
Market value$12.01M
2.23%
Sole
443.18K
Shared
0.00
None
0.00
BANNER CORP
SOLEShares178.96K
TypeSH
Market value$11.21M
2.08%
Sole
178.96K
Shared
0.00
None
0.00
PREFERRED BK LOS ANGELES CA
SOLEShares117.92K
TypeSH
Market value$11.14M
2.06%
Sole
117.92K
Shared
0.00
None
0.00
DIME CMNTY BANCSHARES INC
SOLEShares319.54K
TypeSH
Market value$9.62M
1.78%
Sole
319.54K
Shared
0.00
None
0.00
RENASANT CORP
SOLEShares261.63K
TypeSH
Market value$9.21M
1.71%
Sole
261.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WEBSTER FINL CORPSOLE | COM | 568.99K | SH | $35.81M 6.64% | 568.99K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 397.53K | SH | $33.42M 6.20% | 397.53K | 0.00 | 0.00 |
COLUMBIA BKG SYS INCSOLE | COM | 1.11M | SH | $31.01M 5.75% | 1.11M | 0.00 | 0.00 |
UMB FINL CORPSOLE | COM | 229.59K | SH | $26.41M 4.90% | 229.59K | 0.00 | 0.00 |
ATLANTIC UN BANKSHARES CORPSOLE | COM | 742.66K | SH | $26.22M 4.86% | 742.66K | 0.00 | 0.00 |
SOUTHSTATE BK CORPSOLE | COM | 246.30K | SH | $23.18M 4.30% | 246.30K | 0.00 | 0.00 |
EAST WEST BANCORP INCSOLE | COM | 202.72K | SH | $22.78M 4.22% | 202.72K | 0.00 | 0.00 |
AXOS FINANCIAL INCSOLE | COM | 255.86K | SH | $22.04M 4.09% | 255.86K | 0.00 | 0.00 |
CITIZENS FINL GROUP INCSOLE | COM | 375.18K | SH | $21.91M 4.06% | 375.18K | 0.00 | 0.00 |
HANCOCK WHITNEY CORPORATIONSOLE | COM | 311.60K | SH | $19.84M 3.68% | 311.60K | 0.00 | 0.00 |
CONNECTONE BANCORP INCSOLE | COM | 698.94K | SH | $18.33M 3.40% | 698.94K | 0.00 | 0.00 |
WINTRUST FINL CORPSOLE | COM | 123.98K | SH | $17.34M 3.21% | 123.98K | 0.00 | 0.00 |
OLD SECOND BANCORP INC ILLSOLE | COM | 776.13K | SH | $15.13M 2.81% | 776.13K | 0.00 | 0.00 |
COMERICA INCSOLE | COM | 173.89K | SH | $15.12M 2.80% | 173.89K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC DSOLE | CL A | 6.61K | SH | $14.19M 2.63% | 6.61K | 0.00 | 0.00 |
F N B CORPSOLE | COM | 825.39K | SH | $14.11M 2.62% | 825.39K | 0.00 | 0.00 |
HANMI FINL CORPSOLE | COM NEW | 473.52K | SH | $12.80M 2.37% | 473.52K | 0.00 | 0.00 |
OLD NATL BANCORP INDSOLE | COM | 566.33K | SH | $12.63M 2.34% | 566.33K | 0.00 | 0.00 |
PROSPERITY BANCSHARES INCSOLE | COM | 178.66K | SH | $12.35M 2.29% | 178.66K | 0.00 | 0.00 |
CNB FINL CORP PASOLE | COM | 460.17K | SH | $12.04M 2.23% | 460.17K | 0.00 | 0.00 |
REGIONS FINANCIAL CORP NEWSOLE | COM | 443.18K | SH | $12.01M 2.23% | 443.18K | 0.00 | 0.00 |
BANNER CORPSOLE | COM NEW | 178.96K | SH | $11.21M 2.08% | 178.96K | 0.00 | 0.00 |
PREFERRED BK LOS ANGELES CASOLE | COM NEW | 117.92K | SH | $11.14M 2.06% | 117.92K | 0.00 | 0.00 |
DIME CMNTY BANCSHARES INCSOLE | COM | 319.54K | SH | $9.62M 1.78% | 319.54K | 0.00 | 0.00 |
RENASANT CORPSOLE | COM | 261.63K | SH | $9.21M 1.71% | 261.63K | 0.00 | 0.00 |
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