Position in ISTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,176,004
+$309,800 QoQ
Shares Held
139,386
-1.7% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#17
of 121 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISTR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $776,795,798 across 74 Banks - Regional names. ISTR ranks #40 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
565,484 | $55,049,867 | |
| 2 | AX |
Axos Financial, Inc.
|
426,294 | $41,516,772 | |
| 3 | WTFC |
Wintrust Financial Corp
|
233,889 | $37,590,640 | |
| 4 | SSB |
SouthState Bank Corp
|
344,799 | $34,445,420 | |
| 5 | OZK |
Bank OZK
|
660,025 | $34,380,702 | |
| 6 | OBK |
Origin Bancorp, Inc.
|
669,700 | $34,255,155 | |
| 7 | CNOB |
ConnectOne Bancorp, Inc.
|
985,475 | $32,954,284 | |
| 8 | NBHC |
National Bank Holdings Corp
|
666,354 | $29,606,108 |
All Filings in ISTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,176,004 | 139,386 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,866,204 | 141,775 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,666,652 | 137,225 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,148,274 | 135,643 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,601,608 | 82,899 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,608,515 | 91,341 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,284,945 | 195,125 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,916,549 | 201,884 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,632,737 | 170,957 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,509,432 | 214,513 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,345,864 | 157,335 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,586,307 | 149,793 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,823,003 | 150,537 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,637,783 | 188,953 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,888,235 | 227,043 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,754,527 | 238,921 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,658,695 | 304,050 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,190,944 | 324,303 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,889,874 | 319,928 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,928,857 | 314,662 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,732,502 | 250,437 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,391,974 | 67,736 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,009,800 | 61,052 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||