Mendon Capital Advisors Corp.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Mendon Capital Advisors Corp. reported 46 stock positions worth $282.9 million. Its top holding was Abacus Global Management (ABX) at 6.8% of the portfolio, followed by Versabank (VBNK, 6.4%) and Equity Bancshares Class A (EQBK, 5.6%). Compared with Q1 2026, it opened 4 new positions, sold out of 11, added to 11 and reduced 23. The biggest buy was a new position in First Carolina Financial Ser (FCBM) and the biggest sale an exit from Mechanics Bancorp Class A (MCHB).
- Most Recent 13F
- Q2 2026
- Location
- KEY LARGO, FL
- CIK
- 0001177043
- Portfolio Value
- $282.9M (Q2 2026)
- SEC Filing
- 0001177043-26-000003 ↗ filed Aug 11, 2026
Holdings Value
Holdings 46 stocks · $282.9M
| ABX Abacus Global Management Inc. | 6.82% | 1,800,000 | $19.3M | Reduce -7.7% |
| VBNK Versabank | 6.41% | 780,981 | $18.1M | Reduce -17.4% |
| EQBK Equity Bancshares Inc. Class A | 5.62% | 324,569 | $15.9M | Reduce -15.1% |
| FRST Primis Financial Corp. | 5.38% | 929,735 | $15.2M | Reduce -24.1% |
| FSUN Firstsun Capital Bancorp | 4.77% | 347,747 | $13.5M | Add +155.1% |
| USCB Uscb Financial Holdings Inc. | 4.32% | 597,788 | $12.2M | Add +4.1% |
| RNST Renasant Corp. | 3.91% | 260,000 | $11.1M | Reduce -15.4% |
| FHN First Horizon Corp. | 3.72% | 410,000 | $10.5M | Reduce -4.3% |
| OBK Origin Bancorp Inc. | 3.62% | 200,000 | $10.2M | No change |
| FCBM First Carolina Financial Ser | 3.28% | 700,000 | $9.3M | New |
| BFST Business First Bancshares | 3.19% | 293,893 | $9.0M | Add +17.6% |
| AMTB Amerant Bancorp Inc. | 2.95% | 327,504 | $8.4M | Add +19.8% |
| BANC Banc of California Inc. | 2.75% | 381,273 | $7.8M | Add +38.6% |
| CIVB Civista Bancshares Inc. | 2.68% | 268,279 | $7.6M | Reduce -13.9% |
| COSO Coastal South Bancshares Inc. | 2.54% | 267,232 | $7.2M | Reduce -19.0% |
| BBT Beacon Financial Corp. | 2.46% | 228,394 | $7.0M | Add +14.3% |
| MYFW First Western Financial Inc. | 2.45% | 215,815 | $6.9M | Reduce -14.8% |
| CBK Commercial Bancgroup Inc. | 2.44% | 213,668 | $6.9M | Reduce -32.3% |
| NIC Nicolet Bankshares Inc. | 2.34% | 40,000 | $6.6M | Reduce -46.7% |
| FBK FB Financial Corp. filed as FB FINL CORP | 2.25% | 115,000 | $6.4M | No change |
| AVBH Avidbank Holdings Inc. | 2.23% | 190,858 | $6.3M | Reduce -13.1% |
| SFNC Simmons First Natl Corp. Class A | 2.16% | 270,000 | $6.1M | Reduce -1.8% |
| BCAL California Bancorp | 2.01% | 273,140 | $5.7M | Reduce -32.5% |
| OCFC Oceanfirst Financial Corp. | 1.75% | 253,424 | $4.9M | Add +1167.1% |
| BY Byline Bancorp Inc. | 1.66% | 125,000 | $4.7M | No change |
| CCB Coastal Financial Corp. | 1.53% | 56,000 | $4.3M | No change |
| AUB Atlantic Union Bankshares Co. | 1.50% | 100,000 | $4.2M | No change |
| FISI Financial Institutions Inc. | 1.38% | 100,000 | $3.9M | No change |
| NPB Northpointe Bancshares Inc. | 1.36% | 200,000 | $3.8M | Reduce -35.2% |
| SHBI Shore Bancshares Inc. | 1.17% | 144,715 | $3.3M | Reduce -6.8% |
| FRME First Merchants Corp. | 1.16% | 75,000 | $3.3M | Reduce -23.1% |
| EBC Eastern Bankshares Inc. | 1.00% | 127,729 | $2.8M | Add +325.8% |
| EGBN Eagle Bancorp Inc. | 1.00% | 100,000 | $2.8M | New |
| PFS Provident Financial Services | 0.96% | 115,000 | $2.7M | No change |
| BWB Bridgewater Bancshares Inc. | 0.95% | 127,218 | $2.7M | Add +6.0% |
| OSBC Old Second Bancorp Inc. | 0.82% | 100,000 | $2.3M | No change |
| IBTN Inscorp Inc. | 0.76% | 76,684 | $2.2M | New |
| ISTR Investar Holding Corp. | 0.61% | 57,740 | $1.7M | Add +51.8% |
| ABCB Ameris Bancorp | 0.49% | 15,500 | $1.4M | Reduce -39.2% |
| CBAN Colony Bankcorp | 0.31% | 44,014 | $884K | New |
| SFST Southern First Bancshares | 0.29% | 13,348 | $816K | Add +139.1% |
| CWBC Community West Bancshares | 0.23% | 23,796 | $639K | Reduce -4.0% |
| INDB Independent Bank Corp. | 0.22% | 7,500 | $628K | Reduce -25.0% |
| MNSB Mainstreet Bancshares Inc. | 0.20% | 23,370 | $577K | Reduce -50.6% |
| MRBK Meridian Corp. | 0.19% | 26,216 | $525K | Reduce -1.9% |
| NBHC National Bank Hold Class A | 0.16% | 10,000 | $444K | Reduce -33.6% |
Portfolio Sells Q1 2026 → Q2 2026
| MCHB Mechanics Bancorp Class A | Sold out | 0.00% | −1.99 |
| NIC Nicolet Bankshares Inc. | Reduce -46.7% | 2.34% | −1.98 |
| FFWM First Foundation Inc. | Sold out | 0.00% | −1.65 |
| EQBK Equity Bancshares Inc. Class A | Reduce -15.1% | 5.62% | −0.96 |
| CARE Carter Bankshares Inc. | Sold out | 0.00% | −0.95 |
| CBC Central Bancompany | Sold out | 0.00% | −0.93 |
| FRST Primis Financial Corp. | Reduce -24.1% | 5.38% | −0.92 |
| HTB Hometrust Bancshares Inc. | Sold out | 0.00% | −0.77 |
| IDA Idacorp Inc. | Sold out | 0.00% | −0.77 |
| BCAL California Bancorp | Reduce -32.5% | 2.01% | −0.77 |
| CBK Commercial Bancgroup Inc. | Reduce -32.3% | 2.44% | −0.74 |
| NPB Northpointe Bancshares Inc. | Reduce -35.2% | 1.36% | −0.71 |
| COSO Coastal South Bancshares Inc. | Reduce -19.0% | 2.54% | −0.61 |
| FAF First American Financial | Sold out | 0.00% | −0.46 |
| RNST Renasant Corp. | Reduce -15.4% | 3.91% | −0.40 |
| FRME First Merchants Corp. | Reduce -23.1% | 1.16% | −0.31 |
| ABCB Ameris Bancorp | Reduce -39.2% | 0.49% | −0.28 |
| NBTB N B T Bancorp Inc. | Sold out | 0.00% | −0.25 |
| MNSB Mainstreet Bancshares Inc. | Reduce -50.6% | 0.20% | −0.20 |
| AVBH Avidbank Holdings Inc. | Reduce -13.1% | 2.23% | −0.20 |
| PGC Peapack Gladstone Finl Corp. | Sold out | 0.00% | −0.12 |
| RS Reliance Inc. | Sold out | 0.00% | −0.11 |
| CIVB Civista Bancshares Inc. | Reduce -13.9% | 2.68% | −0.08 |
| NBHC National Bank Hold Class A | Reduce -33.6% | 0.16% | −0.07 |
| INDB Independent Bank Corp. | Reduce -25.0% | 0.22% | −0.07 |
| FHN First Horizon Corp. | Reduce -4.3% | 3.72% | −0.07 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.06 |
| MRBK Meridian Corp. | Reduce -1.9% | 0.19% | −0.01 |
| CWBC Community West Bancshares | Reduce -4.0% | 0.23% | +0.00 |
| MYFW First Western Financial Inc. | Reduce -14.8% | 2.45% | +0.04 |
| SHBI Shore Bancshares Inc. | Reduce -6.8% | 1.17% | +0.05 |
| SFNC Simmons First Natl Corp. Class A | Reduce -1.8% | 2.16% | +0.09 |
| ABX Abacus Global Management Inc. | Reduce -7.7% | 6.82% | +0.86 |
| VBNK Versabank | Reduce -17.4% | 6.41% | +1.22 |
Portfolio Buys Q1 2026 → Q2 2026
| FCBM First Carolina Financial Ser | New | 3.28% | +3.28 |
| FSUN Firstsun Capital Bancorp | Add +155.1% | 4.77% | +2.84 |
| OCFC Oceanfirst Financial Corp. | Add +1167.1% | 1.75% | +1.61 |
| EGBN Eagle Bancorp Inc. | New | 1.00% | +1.00 |
| BANC Banc of California Inc. | Add +38.6% | 2.75% | +0.88 |
| EBC Eastern Bankshares Inc. | Add +325.8% | 1.00% | +0.78 |
| IBTN Inscorp Inc. | New | 0.76% | +0.76 |
| AMTB Amerant Bancorp Inc. | Add +19.8% | 2.95% | +0.62 |
| BFST Business First Bancshares | Add +17.6% | 3.19% | +0.57 |
| CBAN Colony Bankcorp | New | 0.31% | +0.31 |
| ISTR Investar Holding Corp. | Add +51.8% | 0.61% | +0.21 |
| USCB Uscb Financial Holdings Inc. | Add +4.1% | 4.32% | +0.20 |
| SFST Southern First Bancshares | Add +139.1% | 0.29% | +0.17 |
| BBT Beacon Financial Corp. | Add +14.3% | 2.46% | +0.14 |
| BWB Bridgewater Bancshares Inc. | Add +6.0% | 0.95% | +0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 46 | $282.9M | ABX, VBNK, EQBK, FRST, FSUN |
| Q1 2026 | 53 | $258.0M | EQBK, FRST, ABX, VBNK, NIC |
| Q4 2025 | 50 | $255.2M | ABX, EQBK, FRST, VBNK, FHN |
| Q3 2025 | 54 | $219.7M | EQBK, MCHB, FRST, VBNK, ABX |
| Q2 2025 | 50 | $206.3M | EQBK, FRST, VBNK, USCB, FHN |
| Q1 2025 | 53 | $216.0M | EQBK, USCB, FRST, ABX, VBNK |
| Q4 2024 | 39 | $177.3M | EQBK, VBNK, FRST, USCB, ABX |
| Q3 2024 | 40 | $155.0M | EQBK, FRST, USCB, AMTB, FBMS |
| Q2 2024 | 45 | $161.5M | EQBK, FRST, USCB, BFST, FBMS |
| Q1 2024 | 47 | $177.1M | EQBK, FRST, BFST, FBMS, USCB |