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Stieven Capital Advisors, L.P.

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13F filer, CIK 1388279, ST. LOUIS, MO

Stieven Capital Advisors, L.P. reported $468,085,392 across 35 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 51.04% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-002518

Period
2026-03-31
Reported value
$468M
Holdings
35
Top 10 weight
51.04%
New
5
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FITBnew+323,493$15M
ALRSnew+338,924$8.04M
NICnew+52,805$7.85M
MCBnew+75,000$6.25M
PNFPnew+60,000$5.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WBSexited-568,988-$35.8M
CMAexited-173,888-$15.1M
PBexited-178,658-$12.3M
DCOMexited-319,543-$9.62M
MOFGexited-205,200-$7.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000902664-26-002518, largest first. % of portfolio is the value over $468,085,392, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944,332 shares; 2024Q4: 972,732 shares; 2025Q1: 954,832 shares; 2025Q2: 1,005,832 shares; 2025Q3: 1,112,332 shares; 2025Q4: 1,109,532 shares; 2026Q1: 1,185,832 shares 1,185,832$32.5M6.95%+76,300Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,633 shares; 2024Q4: 421,933 shares; 2025Q1: 415,333 shares; 2025Q2: 405,733 shares; 2025Q3: 406,333 shares; 2025Q4: 397,533 shares; 2026Q1: 393,485 shares 393,485$27.9M5.96%-4,048Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 415,000 shares; 2025Q2: 683,357 shares; 2025Q3: 684,357 shares; 2025Q4: 742,657 shares; 2026Q1: 740,157 shares 740,157$26.5M5.65%-2,500Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208,589 shares; 2025Q2: 226,789 shares; 2025Q3: 230,089 shares; 2025Q4: 229,589 shares; 2026Q1: 228,789 shares 228,789$25.8M5.51%-800Timeline
SSBSOUTHSTATE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246,900 shares; 2025Q4: 246,300 shares; 2026Q1: 269,500 shares 269,500$24.9M5.33%+23,200Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,780 shares; 2024Q4: 389,180 shares; 2025Q1: 429,980 shares; 2025Q2: 375,480 shares; 2025Q3: 376,080 shares; 2025Q4: 375,180 shares; 2026Q1: 373,880 shares 373,880$22.4M4.79%-1,300Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,333 shares; 2024Q4: 235,659 shares; 2025Q1: 283,759 shares; 2025Q2: 284,059 shares; 2025Q3: 236,959 shares; 2025Q4: 255,859 shares; 2026Q1: 240,745 shares 240,745$20.5M4.38%-15,114Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,814 shares; 2024Q4: 202,224 shares; 2025Q1: 218,724 shares; 2025Q2: 208,924 shares; 2025Q3: 209,224 shares; 2025Q4: 202,724 shares; 2026Q1: 187,024 shares 187,024$20M4.27%-15,700Timeline
CNOBCONNECTONE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,000 shares; 2024Q4: 508,265 shares; 2025Q1: 522,982 shares; 2025Q2: 542,067 shares; 2025Q3: 700,739 shares; 2025Q4: 698,939 shares; 2026Q1: 721,639 shares 721,639$19.3M4.13%+22,700Timeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,486 shares; 2024Q4: 386,086 shares; 2025Q1: 311,596 shares; 2025Q2: 311,896 shares; 2025Q3: 312,396 shares; 2025Q4: 311,596 shares; 2026Q1: 300,496 shares 300,496$19.1M4.08%-11,100Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 468,334 shares; 2025Q1: 544,334 shares; 2025Q2: 431,934 shares; 2025Q3: 507,634 shares; 2025Q4: 566,334 shares; 2026Q1: 744,434 shares 744,434$16.5M3.51%+178,100Timeline
OSBCOLD SECOND BANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,408 shares; 2024Q4: 410,808 shares; 2025Q1: 716,228 shares; 2025Q2: 717,028 shares; 2025Q3: 778,028 shares; 2025Q4: 776,128 shares; 2026Q1: 773,528 shares 773,528$15.6M3.33%-2,600Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 323,493 shares 323,493$15M3.21%newTimeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762,691 shares; 2024Q4: 823,591 shares; 2025Q1: 825,291 shares; 2025Q2: 826,191 shares; 2025Q3: 827,491 shares; 2025Q4: 825,391 shares; 2026Q1: 872,591 shares 872,591$14.6M3.12%+47,200Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,060 shares; 2024Q4: 156,860 shares; 2025Q1: 154,760 shares; 2025Q2: 168,360 shares; 2025Q3: 134,383 shares; 2025Q4: 123,983 shares; 2026Q1: 96,083 shares 96,083$13.3M2.85%-27,900Timeline
CCNECNB FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,478 shares; 2024Q4: 212,078 shares; 2025Q1: 291,390 shares; 2025Q2: 291,690 shares; 2025Q3: 461,373 shares; 2025Q4: 460,173 shares; 2026Q1: 458,573 shares 458,573$13.3M2.84%-1,600Timeline
HAFCHANMI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 571,053 shares; 2024Q4: 556,753 shares; 2025Q1: 608,076 shares; 2025Q2: 608,776 shares; 2025Q3: 634,676 shares; 2025Q4: 473,519 shares; 2026Q1: 446,917 shares 446,917$11.8M2.52%-26,602Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,582 shares; 2024Q4: 442,182 shares; 2025Q1: 468,082 shares; 2025Q2: 468,682 shares; 2025Q3: 469,382 shares; 2025Q4: 443,182 shares; 2026Q1: 441,682 shares 441,682$11.5M2.46%-1,500Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 6,637 shares; 2025Q1: 7,507 shares; 2025Q2: 7,513 shares; 2025Q3: 7,513 shares; 2025Q4: 6,614 shares; 2026Q1: 6,091 shares 6,091$11.5M2.45%-523Timeline
PFBCPREFERRED BK LOS ANGELES CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,621 shares; 2024Q4: 110,721 shares; 2025Q1: 110,921 shares; 2025Q2: 121,021 shares; 2025Q3: 118,221 shares; 2025Q4: 117,921 shares; 2026Q1: 122,621 shares 122,621$11.1M2.38%+4,700Timeline
HBNCHORIZON BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375,000 shares; 2025Q4: 444,000 shares; 2026Q1: 559,410 shares 559,410$9.27M1.98%+115,410Timeline
BANRBANNER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,056 shares; 2024Q4: 160,156 shares; 2025Q1: 178,956 shares; 2025Q2: 179,156 shares; 2025Q3: 179,456 shares; 2025Q4: 178,956 shares; 2026Q1: 150,356 shares 150,356$9.12M1.95%-28,600Timeline
CCBCOASTAL FINL CORP WAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,113 shares; 2024Q4: 102,213 shares; 2025Q1: 88,471 shares; 2025Q2: 88,571 shares; 2025Q3: 65,971 shares; 2025Q4: 65,771 shares; 2026Q1: 110,571 shares 110,571$8.41M1.8%+44,800Timeline
ALRSALERUS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,748 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 338,924 shares 338,924$8.04M1.72%newTimeline
NICNICOLET BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,805 shares 52,805$7.85M1.68%newTimeline
RNSTRENASANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,650 shares; 2024Q4: 359,450 shares; 2025Q1: 239,107 shares; 2025Q2: 432,032 shares; 2025Q3: 412,632 shares; 2025Q4: 261,632 shares; 2026Q1: 185,213 shares 185,213$6.69M1.43%-76,419Timeline
FBPFIRST BANCORP CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,210 shares; 2024Q4: 310,310 shares; 2025Q1: 310,910 shares; 2025Q2: 311,310 shares; 2025Q3: 311,810 shares; 2025Q4: 311,010 shares; 2026Q1: 309,910 shares 309,910$6.62M1.41%-1,100Timeline
MCHBMECHANICS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,969 shares; 2024Q4: not reported; 2025Q1: 300,000 shares; 2025Q2: 393,533 shares; 2025Q3: 581,735 shares; 2025Q4: 480,235 shares; 2026Q1: 438,635 shares 438,635$6.47M1.38%-41,600Timeline
MCBMETROPOLITAN BK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,000 shares 75,000$6.25M1.33%newTimeline
SMBKSMARTFINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,134 shares; 2024Q4: 150,234 shares; 2025Q1: 147,634 shares; 2025Q2: 147,834 shares; 2025Q3: 148,034 shares; 2025Q4: 147,734 shares; 2026Q1: 147,234 shares 147,234$5.75M1.23%-500Timeline
FBKFB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,716 shares; 2025Q4: 107,416 shares; 2026Q1: 107,116 shares 107,116$5.56M1.19%-300Timeline
PNFPPINNACLE FINL PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,000 shares 60,000$5.17M1.1%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,837 shares; 2024Q4: 103,237 shares; 2025Q1: 103,437 shares; 2025Q2: 103,537 shares; 2025Q3: 148,637 shares; 2025Q4: 148,337 shares; 2026Q1: 101,337 shares 101,337$4.94M1.06%-47,000Timeline
CIVBCIVISTA BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,000 shares; 2025Q4: 109,700 shares; 2026Q1: 126,653 shares 126,653$2.89M0.62%+16,953Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024,466 shares; 2024Q4: 1,363,666 shares; 2025Q1: 1,366,566 shares; 2025Q2: 1,218,166 shares; 2025Q3: 530,066 shares; 2025Q4: 158,666 shares; 2026Q1: 158,166 shares 158,166$1.94M0.41%-500Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WBSWEBSTER FINL CORP568,988$35.8Mshares
CMACOMERICA INC173,888$15.1Mshares
PBPROSPERITY BANCSHARES INC178,658$12.3Mshares
DCOMDIME COML BANCSHARES INC319,543$9.62Mshares
MOFGMIDWESTONE FINANCIAL GROUP I205,200$7.9Mshares
BUSEFIRST BUSEY CORP312,764$7.44Mshares
FISVFISERV INC89,000$5.98Mshares
VVISA INC16,500$5.79Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000902664-26-002518 base2026-05-15acceptance time not in the bulk data set