Elizabeth Park Capital Advisors, Ltd.

Fundamental diversified ★Signal financials specialist (100%) CIK 1600583
League rank
#198
in Fundamental diversified · #833 overall
Long book
$129.9M
Q1 2026
Positions
46
Top-10 weight
35%
concentration
Last quarter
+18.0%
SPY +14.8%
Turnover
28%
of book per quarter

Strategy in plain words

auto-generated from filings

Elizabeth Park Capital Advisors, Ltd. is a diversified fundamental manager, specialised in financials (100% of the long book), running a $129.9M US long book across 46 positions.

The portfolio is moderately concentrated (top 10 ≈ 35% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: QCR HOLDINGS INC, ORIGIN BANCORP INC, HORIZON BANCORP INC/IN, CALIFORNIA BANCORP, VALLEY NATIONAL BANCORP.

Over the last 9 quarters its long book ran on average 1.9pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-0.7%
Q2 2024
+16.5%
Q3 2024
+8.1%
Q4 2024
-5.3%
Q1 2025
+7.1%
Q2 2025
+6.8%
Q3 2025
+5.0%
Q4 2025
+2.2%
Q1 2026
+18.0%

Sector allocation

Financials
100%

Long book by quarter

$120.5M
Q1 2024
$115.5M
Q2 2024
$123.8M
Q3 2024
$122.7M
Q4 2024
$110.3M
Q1 2025
$111.5M
Q2 2025
$123.6M
Q3 2025
$121.4M
Q4 2025
$129.9M
Q1 2026

What does Elizabeth Park own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
QCRH QCR HOLDINGS INCFinancials85.1K$7.3M5.6%Held
OBK ORIGIN BANCORP INCFinancials128.2K$5.3M4.1%+1.6%
HBNC HORIZON BANCORP INC/INFinancials284.7K$4.7M3.6%+10.9%
BCAL CALIFORNIA BANCORPFinancials254.6K$4.5M3.5%+78.5%
VLY VALLEY NATIONAL BANCORPFinancials360.9K$4.4M3.4%+0.6%
CFG CITIZENS FINANCIAL GROUPFinancials73.1K$4.4M3.4%-6.6%
IBOC INTERNATIONAL BANCSHARES CRPFinancials62.5K$4.2M3.2%+1.5%
EWBC EAST WEST BANCORP INCFinancials37.2K$4.0M3.1%+8.8%
ZION ZIONS BANCORP NAFinancials62.9K$3.6M2.8%+5.9%
ONB OLD NATIONAL BANCORPFinancials155.6K$3.4M2.6%+4.7%
BRBS BLUE RIDGE BANKSHARES INCFinancials803.4K$3.4M2.6%Held
OSBC OLD SECOND BANCORP INCFinancials166.5K$3.4M2.6%+4.9%
FRAF FRANKLIN FINANCIAL SERVICESFinancials63.9K$3.3M2.5%New
DCOM DIME COMMERCIAL BANCSHARES IFinancials90.8K$3.1M2.4%Held
FFBC FIRST FINANCIAL BANCORPFinancials108.3K$3.0M2.3%New
VABK VIRGINIA NATIONAL BANKSHARESFinancials74.9K$2.9M2.2%Held
CNOB CONNECTONE BANCORP INCFinancials103.2K$2.8M2.1%+4.0%
COLB COLUMBIA BANKING SYSTEM INCFinancials99.4K$2.7M2.1%+2.5%
PLBC PLUMAS BANCORPFinancials53.8K$2.6M2.0%Held
HAFC HANMI FINANCIAL CORPORATIONFinancials97.7K$2.6M2.0%+16.7%
MBWM MERCANTILE BANK CORPFinancials51.0K$2.6M2.0%Held
FITB FIFTH THIRD BANCORPFinancials55.0K$2.6M2.0%New
BUSE FIRST BUSEY CORPFinancials99.8K$2.5M1.9%New
BHB BAR HARBOR BANKSHARESFinancials77.6K$2.5M1.9%Held
SMBK SMARTFINANCIAL INCFinancials64.0K$2.5M1.9%-13.3%
UMBF UMB FINANCIAL CORPFinancials22.0K$2.5M1.9%+201.3%
SFBS SERVISFIRST BANCSHARES INCFinancials34.0K$2.5M1.9%New
FCCO FIRST COMMUNITY CORPFinancials83.6K$2.4M1.9%-15.6%
PEBO PEOPLES BANCORP INCFinancials74.2K$2.4M1.9%+4.2%
NRIM NORTHRIM BANCORP INCFinancials102.3K$2.3M1.8%Held
ATLO AMES NATIONAL CORPFinancials80.5K$2.3M1.7%-25.1%
JMSB JOHN MARSHALL BANCORP INCFinancials105.3K$2.1M1.6%Held
SFNC SIMMONS FIRST NATL CORP-CL AFinancials109.4K$2.1M1.6%New
SBCF SEACOAST BANKING CORP/FLFinancials68.5K$2.1M1.6%+3.8%
SFST SOUTHERN FIRST BANCSHARESFinancials37.8K$2.1M1.6%New
USCB USCB FINANCIAL HOLDINGS INCFinancials110.6K$2.1M1.6%Held
WTFC WINTRUST FINANCIAL CORPFinancials14.4K$2.0M1.5%-41.0%
CCNE CNB FINANCIAL CORP/PAFinancials66.5K$1.9M1.5%Held
WNEB WESTERN NEW ENGLAND BANCORPFinancials146.0K$1.9M1.5%Held
COSO COASTAL SOUTH BANCSHARES INCFinancials75.7K$1.9M1.4%Held
CBNK CAPITAL BANCORP INC/MDFinancials60.2K$1.8M1.4%Held
AVBH AVIDBANK HOLDINGS INCFinancials61.6K$1.8M1.4%+207.8%
HTB HOMETRUST BANCSHARES INCFinancials40.8K$1.7M1.3%-30.6%
FSEA FIRST SEACOAST BANCORP INCFinancials138.1K$1.7M1.3%+10.5%
CIVB CIVISTA BANCSHARES INCFinancials60.9K$1.4M1.1%Held
FLG FLAGSTAR BANK NAFinancials58.7K$773K0.6%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202646$129.9M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202645$121.4M canonicalSEC ↗
Q3 202513F-HRNov 13, 202548$123.6M canonicalSEC ↗
Q2 202513F-HRAug 13, 202541$111.5M canonicalSEC ↗
Q1 202513F-HRMay 14, 202543$110.3M canonicalSEC ↗
Q4 202413F-HRFeb 13, 202541$122.7M canonicalSEC ↗
Q3 202413F-HRNov 12, 202443$123.8M canonicalSEC ↗
Q2 202413F-HRAug 14, 202444$115.5M canonicalSEC ↗
Q1 202413F-HRMay 15, 202446$120.5M canonicalSEC ↗