MENDON CAPITAL ADVISORS CORP
Filing Date
Global Rank
#5,413
/ 8,794
▼ 478
· as of Jun 2026
Top Industry
Banks - Regional
93.1%
3Y Alpha vs SPY
+1.6%
Period ended 3 months ago
Filed Aug 11, 2026 · 55d
20 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.9%
+0.2 pts
Top 5
29.2%
+0.4 pts
Top 10
48.2%
+0.5 pts
HHI
352
Diversified+9
Portfolio Trend
20 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 100.0% | $280,721,699 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OCFC | Oceanfirst Financial Corp | +233,424 | 253,424 | $4,949,369 | |
| FSUN | Firstsun Capital Bancorp | +211,422 | 347,747 | $13,485,627 | |
| BANC | Banc Of California, Inc. | +106,273 | 381,273 | $7,789,407 | |
| EBC | Eastern Bankshares, Inc. | +97,729 | 127,729 | $2,840,692 | |
| AMTB | Amerant Bancorp Inc. | +54,196 | 327,504 | $8,357,901 | |
| BFST | Business First Bancshares, Inc. | +43,893 | 293,893 | $9,031,331 | |
| BBT | Beacon Financial Corp | +28,663 | 228,394 | $6,954,597 | |
| USCB | Uscb Financial Holdings, Inc. | +23,688 | 597,788 | $12,230,741 | |
| ISTR | Investar Holding Corp | +19,703 | 57,740 | $1,729,890 | |
| SFST | Southern First Bancshares Inc | +7,766 | 13,348 | $815,562 | |
| BWB | Bridgewater Bancshares Inc | +7,218 | 127,218 | $2,676,666 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FRST | Primis Financial Corp. | −294,808 | 929,735 | $15,219,761 | |
| VBNK | VersaBank | −164,260 | 780,981 | $18,126,568 | |
| ABX | Abacus Global Management, Inc. | −149,321 | 1,800,000 | $19,278,000 | |
| BCAL | California BanCorp \ CA | −131,229 | 273,140 | $5,692,237 | |
| NPB | Northpointe Bancshares Inc | −108,624 | 200,000 | $3,836,000 | |
| CBK | Commercial Bancgroup, Inc. | −101,965 | 213,668 | $6,899,339 | |
| COSO | CoastalSouth Bancshares, Inc. | −62,511 | 267,232 | $7,175,178 | |
| EQBK | Equity Bancshares Inc | −57,481 | 324,569 | $15,900,635 | |
| RNST | Renasant Corp | −47,500 | 260,000 | $11,060,400 | |
| CIVB | Civista Bancshares, Inc. | −43,446 | 268,279 | $7,570,833 | |
| MYFW | First Western Financial Inc | −37,521 | 215,815 | $6,929,818 | |
| NIC | Nicolet Bankshares Inc | −34,988 | 40,000 | $6,615,600 | |
| AVBH | Avidbank Holdings, Inc. | −28,820 | 190,858 | $6,304,039 | |
| MNSB | MainStreet Bancshares, Inc. | −23,942 | 23,370 | $577,004 | |
| FRME | First Merchants Corp | −22,500 | 75,000 | $3,276,750 | |
| FHN | First Horizon Corp | −18,585 | 410,000 | $10,512,400 | |
| SHBI | Shore Bancshares Inc | −10,575 | 144,715 | $3,321,209 | |
| ABCB | Ameris Bancorp | −10,000 | 15,500 | $1,399,030 | |
| NBHC | National Bank Holdings Corp | −5,052 | 10,000 | $444,300 | |
| SFNC | Simmons First National Corp | −5,000 | 270,000 | $6,115,500 | |
| INDB | Independent Bank Corp | −2,500 | 7,500 | $627,900 | |
| CWBC | Community West Bancshares | −1,000 | 23,796 | $639,160 | |
| MRBK | Meridian Corp | −506 | 26,216 | $525,106 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MCHB | Mechanics Bancorp | 347,614 | $5,127,305 | |
| CARE | Carter Bankshares, Inc. | 104,692 | $2,441,417 | |
| CBC | Central Bancompany, Inc. | 100,000 | $2,395,000 | |
| HTB | HomeTrust Bancshares, Inc. | 46,847 | $1,998,024 | |
| IDA | Idacorp Inc | 77,612 | $1,997,206 | |
| FAF | First American Financial Corp | 1,188,914 | $1,188,914 | |
| NBTB | Nbt Bancorp Inc | 15,000 | $638,700 | |
| PGC | Peapack Gladstone Financial Corp | 8,460 | $297,876 | |
| RS | Reliance, Inc. | 20,000 | $278,000 | |
| FSLR | First Solar, Inc. | 7,926 | $164,861 | |
| — | 719,278 | $0 | ||
| No positions match the current search. | ||||
45 tracked positions ·
$280,721,699 total
· filing declares
90 positions · $282,873,474
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ABX |
Abacus Global Management, Inc.
Financial Services
|
Reduced | 1,800,000 | $19,278,000 | 6.87% | |
| VBNK |
VersaBank
Financial Services
|
Reduced | 780,981 | $18,126,568 | 6.46% | |
| EQBK |
Equity Bancshares Inc
Financial Services
|
Reduced | 324,569 | $15,900,635 | 5.66% | |
| FRST |
Primis Financial Corp.
Financial Services
|
Reduced | 929,735 | $15,219,761 | 5.42% | |
| FSUN |
Firstsun Capital Bancorp
Financial Services
|
Added | 347,747 | $13,485,627 | 4.80% | |
| USCB |
Uscb Financial Holdings, Inc.
Financial Services
|
Added | 597,788 | $12,230,741 | 4.36% | |
| RNST |
Renasant Corp
Financial Services
|
Reduced | 260,000 | $11,060,400 | 3.94% | |
| FHN |
First Horizon Corp
Financial Services
|
Reduced | 410,000 | $10,512,400 | 3.74% | |
| OBK |
Origin Bancorp, Inc.
Financial Services
|
Held | 200,000 | $10,230,000 | 3.64% | |
| FCBM |
First Carolina Financial Services, Inc.
Financial Services
|
NEW | 700,000 | $9,267,999 | 3.30% | |
| BFST |
Business First Bancshares, Inc.
Financial Services
|
Added | 293,893 | $9,031,331 | 3.22% | |
| AMTB |
Amerant Bancorp Inc.
Financial Services
|
Added | 327,504 | $8,357,901 | 2.98% | |
| BANC |
Banc Of California, Inc.
Financial Services
|
Added | 381,273 | $7,789,407 | 2.77% | |
| CIVB |
Civista Bancshares, Inc.
Financial Services
|
Reduced | 268,279 | $7,570,833 | 2.70% | |
| COSO |
CoastalSouth Bancshares, Inc.
Financial Services
|
Reduced | 267,232 | $7,175,178 | 2.56% | |
| BBT |
Beacon Financial Corp
Financial Services
|
Added | 228,394 | $6,954,597 | 2.48% | |
| MYFW |
First Western Financial Inc
Financial Services
|
Reduced | 215,815 | $6,929,818 | 2.47% | |
| CBK |
Commercial Bancgroup, Inc.
Financial Services
|
Reduced | 213,668 | $6,899,339 | 2.46% | |
| NIC |
Nicolet Bankshares Inc
Financial Services
|
Reduced | 40,000 | $6,615,600 | 2.36% | |
| FBK |
FB Financial Corp
Financial Services
|
Held | 115,000 | $6,365,250 | 2.27% | |
| AVBH |
Avidbank Holdings, Inc.
Financial Services
|
Reduced | 190,858 | $6,304,039 | 2.25% | |
| SFNC |
Simmons First National Corp
Financial Services
|
Reduced | 270,000 | $6,115,500 | 2.18% | |
| BCAL |
California BanCorp \ CA
Financial Services
|
Reduced | 273,140 | $5,692,237 | 2.03% | |
| OCFC |
Oceanfirst Financial Corp
Financial Services
|
Added | 253,424 | $4,949,369 | 1.76% | |
| BY |
Byline Bancorp, Inc.
Financial Services
|
Held | 125,000 | $4,707,500 | 1.68% | |
| CCB |
Coastal Financial Corp
Financial Services
|
Held | 56,000 | $4,340,560 | 1.55% | |
| AUB |
Atlantic Union Bankshares Corp
Financial Services
|
Held | 100,000 | $4,231,000 | 1.51% | |
| FISI |
Financial Institutions Inc
Financial Services
|
Held | 100,000 | $3,897,000 | 1.39% | |
| NPB |
Northpointe Bancshares Inc
Financial Services
|
Reduced | 200,000 | $3,836,000 | 1.37% | |
| SHBI |
Shore Bancshares Inc
Financial Services
|
Reduced | 144,715 | $3,321,209 | 1.18% | |
| FRME |
First Merchants Corp
Financial Services
|
Reduced | 75,000 | $3,276,750 | 1.17% | |
| EBC |
Eastern Bankshares, Inc.
Financial Services
|
Added | 127,729 | $2,840,692 | 1.01% | |
| EGBN |
Eagle Bancorp Inc
Financial Services
|
NEW | 100,000 | $2,839,000 | 1.01% | |
| PFS |
Provident Financial Services Inc
Financial Services
|
Held | 115,000 | $2,718,600 | 0.97% | |
| BWB |
Bridgewater Bancshares Inc
Financial Services
|
Added | 127,218 | $2,676,666 | 0.95% | |
| OSBC |
Old Second Bancorp Inc
Financial Services
|
Held | 100,000 | $2,332,000 | 0.83% | |
| ISTR |
Investar Holding Corp
Financial Services
|
Added | 57,740 | $1,729,890 | 0.62% | |
| ABCB |
Ameris Bancorp
Financial Services
|
Reduced | 15,500 | $1,399,030 | 0.50% | |
| CBAN |
Colony Bankcorp Inc
Financial Services
|
NEW | 44,014 | $884,240 | 0.31% | |
| SFST |
Southern First Bancshares Inc
Financial Services
|
Added | 13,348 | $815,562 | 0.29% | |
| CWBC |
Community West Bancshares
Financial Services
|
Reduced | 23,796 | $639,160 | 0.23% | |
| INDB |
Independent Bank Corp
Financial Services
|
Reduced | 7,500 | $627,900 | 0.22% | |
| MNSB |
MainStreet Bancshares, Inc.
Financial Services
|
Reduced | 23,370 | $577,004 | 0.21% | |
| MRBK |
Meridian Corp
Financial Services
|
Reduced | 26,216 | $525,106 | 0.19% | |
| NBHC |
National Bank Holdings Corp
Financial Services
|
Reduced | 10,000 | $444,300 | 0.16% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.