1y return+36.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $133 against $130 in the S&P 500.2
Mendon Capital Advisors CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ABXAbacus Global Mgmt Inc | $19.3M | 6.8% | −7.7% |
| VBNKVersabank New | $18.1M | 6.4% | −17.4% |
| EQBKEquity Bancshares Inc | $15.9M | 5.6% | −15.0% |
| FRSTPrimis Financial Corp | $15.2M | 5.4% | −24.1% |
| FSUNFirstsun Cap Bancorp | $13.5M | 4.8% | +155.1% |
| USCBUscb Financial Holdings Inc | $12.2M | 4.3% | +4.1% |
| RNSTRenasant Corp | $11.1M | 3.9% | −15.4% |
| FHNFirst Horizon Corporation | $10.5M | 3.7% | −4.3% |
| OBKOrigin Bancorp Inc | $10.2M | 3.6% | |
| FCBMFirst Carolina Finl Svcs Inc | $9.3M | 3.3% | New |
| BFSTBusiness First Bancshares Inc | $9.0M | 3.2% | +17.6% |
| AMTBAmerant Bancorp Inc | $8.4M | 3.0% | +19.8% |
| BANCBanc Of California Inc | $7.8M | 2.8% | +38.6% |
| CIVBCivista Bancshares Inc | $7.6M | 2.7% | −13.9% |
| COSOCoastalsouth Bancshares Inc | $7.2M | 2.5% | −19.0% |
| BBTBeacon Financial Corp | $7.0M | 2.5% | +14.4% |
| MYFWFirst Westn Finl Inc | $6.9M | 2.4% | −14.8% |
| CBKCommercial Bancgroup Inc | $6.9M | 2.4% | −32.3% |
| NICNicolet Bankshares Inc | $6.6M | 2.3% | −46.7% |
| FBKFb Finl Corp | $6.4M | 2.3% | |
| AVBHAvidbank Hldgs Inc | $6.3M | 2.2% | −13.1% |
| SFNCSimmons First Natl Corp | $6.1M | 2.2% | −1.8% |
| BCALCalifornia Bancorp | $5.7M | 2.0% | −32.5% |
| OCFCOceanfirst Finl Corp | $4.9M | 1.7% | +1167.1% |
| BYByline Bancorp Inc | $4.7M | 1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VBNKVersabank New | December 31, 2023 | +112.0% | $18.1M |
| USCBUscb Financial Holdings Inc | December 31, 2023 | +67.0% | $12.2M |
| MYFWFirst Westn Finl Inc | December 31, 2023 | +61.9% | $6.9M |
| SHBIShore Bancshares Inc | December 31, 2023 | +61.1% | $3.3M |
| BYByline Bancorp Inc | December 31, 2023 | +59.8% | $4.7M |
| ABCBAmeris Bancorp | March 31, 2025 | +56.8% | $1.4M |
| CIVBCivista Bancshares Inc | December 31, 2023 | +53.0% | $7.6M |
| OSBCOld Second Bancorp Inc Del | December 31, 2023 | +51.0% | $2.3M |
| EQBKEquity Bancshares Inc | December 31, 2023 | +44.5% | $15.9M |
| OBKOrigin Bancorp Inc | December 31, 2023 | +43.8% | $10.2M |
Sold off last quarter
- MCHBMechanics Bancorp was $5.1M
- First Fndtn IncCUSIP 32026V104 was $4.2M
- CARECarter Bankshares Inc was $2.4M
- CBCCentral Bancompany was $2.4M
- HTBHometrust Bancshares Inc was $2.0M
- IDAIdacorp Inc was $2.0M
- FAFFirst Amern Finl Corp was $1.2M
- NBTBNbt Bancorp Inc was $639K
- PGCPeapack-gladstone Finl Corp was $298K
- RSReliance Inc was $278K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.9% | +14.8% |
| March 31, 2026 | +0.8% | −4.6% |
| December 31, 2025 | +10.9% | +2.4% |
| September 30, 2025 | +3.7% | +7.8% |
| June 30, 2025 | +1.1% | +10.5% |
| March 31, 2025 | −7.4% | −4.6% |
| December 31, 2024 | +4.3% | +2.1% |
| March 31, 2024 | −6.4% | +10.0% |
| June 30, 2022 | −17.0% | −16.5% |
| March 31, 2022 | −7.1% | −4.9% |
| December 31, 2021 | +10.9% | +10.7% |
| September 30, 2021 | +5.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mendon Capital Advisors Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1177043&type=13F-HR&dateb=&owner=include&count=40CIK 1177043
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1177043/000117704326000003/Filed August 11, 2026 · accession 0001177043-26-000003