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Portfolio (Quarterly) Guide ↗

Stieven Capital Advisors, L.P.

· CIK 0001388279
13F Portfolio $539M AUM 38 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 7 Added 11 Reduced 4 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RF REGIONS FINANCIAL CORP NEW Financial Services 443,182.0 $12.0M 2.23% -26K -5.6% $27.10 +2.7%
22 BANR BANNER CORP Financial Services 178,956.0 $11.2M 2.08% $62.66 +3.2%
23 PFBC PREFERRED BK LOS ANGELES CA Financial Services 117,921.0 $11.1M 2.06% $94.43 +0.4%
24 DCOM DIME CMNTY BANCSHARES INC Financial Services 319,543.0 $9.6M 1.78% +59K +22.8% $30.09 +22.6%
25 RNST RENASANT CORP Financial Services 261,632.0 $9.2M 1.71% -151K -36.6% $35.22 +16.4%
26 BAC BANK AMERICA CORP Financial Services 148,337.0 $8.2M 1.51% $55.00 -5.8%
27 MIDWESTONE FINL GROUP INC NE 205,200.0 $7.9M 1.47% +50K +31.9% $38.50
28 CCB COASTAL FINL CORP WA Financial Services 65,771.0 $7.5M 1.40% $114.59 -39.2%
29 HBNC HORIZON BANCORP INC Financial Services 444,000.0 $7.5M 1.40% +69K +18.4% $16.96 +8.1%
30 BUSE FIRST BUSEY CORP Financial Services 312,764.0 $7.4M 1.38% -102K -24.6% $23.79 +13.8%
31 MECHANICS BANCORP 480,235.0 $7.0M 1.30% -102K -17.4% $14.63
32 FBP FIRST BANCORP P R Financial Services 311,010.0 $6.4M 1.20% $20.73 +16.3%
33 FBK FB FINL CORP Financial Services 107,416.0 $6.0M 1.11% $55.80 -5.6%
34 FISV FISERV INC Technology 89,000.0 $6.0M 1.11% NEW $67.17 -14.9%
35 V VISA INC Financial Services 16,500.0 $5.8M 1.07% NEW $350.71 -6.2%
36 SMBK SMARTFINANCIAL INC Financial Services 147,734.0 $5.5M 1.01% $36.99 +12.6%
37 CIVB CIVISTA BANCSHARES INC Financial Services 109,700.0 $2.4M 0.45% $22.22 +14.6%
38 VLYPN VALLEY NATL BANCORP Financial Services 158,666.0 $1.9M 0.34% -371K -70.1% $11.68 +121.3%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 98.8%
Technology 1.2%