Mendon Capital Advisors Corp 13F 持仓 · 2026年Q2
Mendon Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 46 只证券，申报市值合计 2.83 亿美元。前几大持仓：ABX（6.82%）、VBNK（6.41%）、EQBK（5.62%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ABX | ABACUS GLOBAL MGMT INC | $19.3M | 6.82% | 1.8M | 减持 |
| 2 | VBNK | VERSABANK NEW | $18.1M | 6.41% | 780,981 | 减持 |
| 3 | EQBK | EQUITY BANCSHARES INC | $15.9M | 5.62% | 324,569 | 减持 |
| 4 | FRST | PRIMIS FINANCIAL CORP | $15.2M | 5.38% | 929,735 | 减持 |
| 5 | FSUN | FIRSTSUN CAP BANCORP | $13.5M | 4.77% | 347,747 | 增持 |
| 6 | USCB | USCB FINANCIAL HOLDINGS INC | $12.2M | 4.32% | 597,788 | 增持 |
| 7 | RNST | RENASANT CORP | $11.1M | 3.91% | 260,000 | 减持 |
| 8 | FHN | FIRST HORIZON CORPORATION | $10.5M | 3.72% | 410,000 | 减持 |
| 9 | OBK | ORIGIN BANCORP INC | $10.2M | 3.62% | 200,000 | 持平 |
| 10 | FCBM | FIRST CAROLINA FINL SVCS INC | $9.3M | 3.28% | 700,000 | 新建仓 |
| 11 | BFST | BUSINESS FIRST BANCSHARES INC | $9.0M | 3.19% | 293,893 | 增持 |
| 12 | AMTB | AMERANT BANCORP INC | $8.4M | 2.95% | 327,504 | 增持 |
| 13 | BANC | BANC OF CALIFORNIA INC | $7.8M | 2.75% | 381,273 | 增持 |
| 14 | CIVB | CIVISTA BANCSHARES INC | $7.6M | 2.68% | 268,279 | 减持 |
| 15 | COSO | COASTALSOUTH BANCSHARES INC | $7.2M | 2.54% | 267,232 | 减持 |
| 16 | BBT | BEACON FINANCIAL CORP | $7.0M | 2.46% | 228,394 | 增持 |
| 17 | MYFW | FIRST WESTN FINL INC | $6.9M | 2.45% | 215,815 | 减持 |
| 18 | CBK | COMMERCIAL BANCGROUP INC | $6.9M | 2.44% | 213,668 | 减持 |
| 19 | NIC | NICOLET BANKSHARES INC | $6.6M | 2.34% | 40,000 | 减持 |
| 20 | FBK | FB FINL CORP | $6.4M | 2.25% | 115,000 | 持平 |
| 21 | AVBH | AVIDBANK HLDGS INC | $6.3M | 2.23% | 190,858 | 减持 |
| 22 | SFNC | SIMMONS FIRST NATL CORP | $6.1M | 2.16% | 270,000 | 减持 |
| 23 | BCAL | CALIFORNIA BANCORP | $5.7M | 2.01% | 273,140 | 减持 |
| 24 | OCFC | OCEANFIRST FINL CORP | $4.9M | 1.75% | 253,424 | 增持 |
| 25 | BY | BYLINE BANCORP INC | $4.7M | 1.66% | 125,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR