 COLUMBIA BKG SYS INCCOLB |
| 6.56% | 6.95% | $34.3M | 1.1M | $32.5M | 1.2M | -114,100-9.62% | Reduce |
 WESTERN ALLIANCE BANCORPWAL |
| 5.91% | 5.96% | $31.0M | 376,885 | $27.9M | 393,485 | -16,600-4.22% | Reduce |
 ATLANTIC UN BANKSHARES CORPAUB |
| 5.6% | 5.65% | $29.4M | 693,749 | $26.5M | 740,157 | -46,408-6.27% | Reduce |
 UMB FINL CORPUMBF |
| 5.56% | 5.51% | $29.1M | 204,065 | $25.8M | 228,789 | -24,724-10.81% | Reduce |
 AXOS FINANCIAL INCAX |
| 4.77% | 4.38% | $25.0M | 256,345 | $20.5M | 240,745 | +15,600+6.48% | Add |
 CITIZENS FINL GROUP INCCFG |
| 4.68% | 4.79% | $24.5M | 349,780 | $22.4M | 373,880 | -24,100-6.45% | Reduce |
 HANCOCK WHITNEY CORPORATIONHWC |
| 4.3% | 4.08% | $22.5M | 301,296 | $19.1M | 300,496 | +800+0.27% | Add |
 CONNECTONE BANCORP INCCNOB |
| 4.28% | 4.13% | $22.4M | 670,377 | $19.3M | 721,639 | -51,262-7.10% | Reduce |
| SSOUTHSTATE BK CORPSSB |
| 4.22% | 5.33% | $22.1M | 221,394 | $24.9M | 269,500 | -48,106-17.85% | Reduce |
 EAST WEST BANCORP INCEWBC |
| 3.89% | 4.27% | $20.4M | 157,904 | $20.0M | 187,024 | -29,120-15.57% | Reduce |
 Old National Bancorp CORP COMMONONB |
| 3.79% | 3.51% | $19.8M | 766,134 | $16.5M | 744,434 | +21,700+2.91% | Add |
 OLD SECOND BANCORP INC DELOSBC |
| 3.63% | 3.33% | $19.0M | 815,328 | $15.6M | 773,528 | +41,800+5.40% | Add |
 FIFTH THIRD BANCORP COMFITB |
| 3.22% | 3.21% | $16.9M | 299,293 | $15.0M | 323,493 | -24,200-7.48% | Reduce |
 F N B CORPFNB |
| 3.19% | 3.12% | $16.7M | 874,591 | $14.6M | 872,591 | +2,000+0.23% | Add |
| CCNB FINL CORP PACCNE |
| 2.8% | 2.84% | $14.7M | 434,673 | $13.3M | 458,573 | -23,900-5.21% | Reduce |
 WINTRUST FINL CORPWTFC |
| 2.75% | 2.85% | $14.4M | 89,683 | $13.3M | 96,083 | -6,400-6.66% | Reduce |
 PREFERRED BK LOS ANGELES CAPFBC |
| 2.39% | 2.38% | $12.5M | 117,921 | $11.1M | 122,621 | -4,700-3.83% | Reduce |
| CCOASTAL FINL CORP WACCB |
| 2.3% | 1.8% | $12.1M | 155,771 | $8.4M | 110,571 | +45,200+40.88% | Add |
 ALERUS FINL CORP COMALRS |
| 2.27% | 1.72% | $11.9M | 382,034 | $8.0M | 338,924 | +43,110+12.72% | Add |
 HORIZON BANCORP INDHBNC |
| 2.25% | 1.98% | $11.8M | 589,179 | $9.3M | 559,410 | +29,769+5.32% | Add |
 REGIONS FINANCIAL CORP NEW COMRF |
| 2.15% | 2.46% | $11.3M | 372,682 | $11.5M | 441,682 | -69,000-15.62% | Reduce |
| PPINNACLE FINL PARTNERS INCPNFP |
| 2.12% | 1.1% | $11.1M | 110,100 | $5.2M | 60,000 | +50,100+83.50% | Add |
 FIRST CTZNS BANCSHARES INC DFCNCA |
| 1.91% | 2.45% | $10.0M | 4,815 | $11.5M | 6,091 | -1,276-20.95% | Reduce |
 BANNER CORPBANR |
| 1.91% | 1.95% | $10.0M | 150,756 | $9.1M | 150,356 | +400+0.27% | Add |
 HANMI FINL CORPHAFC |
| 1.9% | 2.52% | $9.9M | 306,788 | $11.8M | 446,917 | -140,129-31.35% | Reduce |
 NICOLET BANKSHARES INCNIC |
| 1.77% | 1.68% | $9.3M | 55,967 | $7.8M | 52,805 | +3,162+5.99% | Add |
| FFIRST BANCORP CORPORATIONFBP |
| 1.55% | 1.41% | $8.1M | 310,710 | $6.6M | 309,910 | +800+0.26% | Add |
 RENASANT CORPRNST |
| 1.39% | 1.43% | $7.3M | 170,613 | $6.7M | 185,213 | -14,600-7.88% | Reduce |
 SMARTFINANCIAL INC COM NEWSMBK |
| 1.32% | 1.23% | $6.9M | 147,534 | $5.8M | 147,234 | +300+0.20% | Add |
| BBANK OF AMER CORPBAC |
| 1.1% | 1.06% | $5.8M | 101,537 | $4.9M | 101,337 | +200+0.20% | Add |
 SOUTHERN FIRST BANCSHARES COMSFST |
| 1.1% | — | $5.8M | 94,114 | $0 | 0 | +94,114 | New Buy |
 CALIFORNIA BANCORPBCAL |
| 1.01% | — | $5.3M | 252,843 | $0 | 0 | +252,843 | New Buy |
 BURKE HERBERT FINL SVCS CORPBHRB |
| 0.88% | — | $4.6M | 63,940 | $0 | 0 | +63,940 | New Buy |
 CIVISTA BANCSHARES INC COM NO PARCIVB |
| 0.68% | 0.62% | $3.6M | 126,953 | $2.9M | 126,653 | +300+0.24% | Add |
 VALLEY NATL BANCORPVLY |
| 0.44% | 0.41% | $2.3M | 158,566 | $1.9M | 158,166 | +400+0.25% | Add |
| SSTIFEL FINL CORPSF |
| 0.43% | — | $2.3M | 32,500 | $0 | 0 | +32,500 | New Buy |
