MENDON CAPITAL ADVISORS CORP
KEY LARGO FL · SEC CIK 0001177043
$3.45亿2026Q1 申报市值
53持仓数
54.4%前十大占比 · 第一大 20.8%
8 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FAF 新建仓+$7,167.96万
IDA 新建仓+$1,109.62万
NIC 加仓+$817.23万
RS 新建仓+$607.84万
BBT 加仓+$280.01万
2026Q1 卖出最多 按季末市值估算
MIDWESTONE FINL 清仓-$708.78万
MCHB 减仓-$558.86万
FLG 清仓-$398.26万
CBC 减仓-$240.94万
LOB 清仓-$171.75万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FAF | FIRST AMERN FINL CORP | $7,167.96万 | 20.79% | 1,188,914 | 1,188,914 | — | $7,167.96万 | 新建仓 |
| EQBK | EQUITY BANCSHARES INC | $1,696.68万 | 4.92% | 382,050 | -3,186 | -0.8% | -$14.15万 | 减仓 |
| FRST | PRIMIS FINANCIAL CORP | $1,626.19万 | 4.72% | 1,224,543 | 7,216 | 0.6% | $9.58万 | 加仓 |
| ABX | ABACUS GLOBAL MGMT INC | $1,536.06万 | 4.46% | 1,949,321 | -63,179 | -3.1% | -$49.79万 | 减仓 |
| VBNK | VERSABANK NEW | $1,339.41万 | 3.89% | 945,241 | -112,452 | -10.6% | -$159.34万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $1,114.47万 | 3.23% | 74,988 | 54,988 | 274.9% | $817.23万 | 加仓 |
| RNST | RENASANT CORP | $1,111.00万 | 3.22% | 307,500 | 37,500 | 13.9% | $135.49万 | 加仓 |
| IDA | IDACORP INC | $1,109.62万 | 3.22% | 77,612 | 77,612 | — | $1,109.62万 | 新建仓 |
| USCB | USCB FINANCIAL HOLDINGS INC | $1,064.38万 | 3.09% | 574,100 | 86,958 | 17.9% | $161.22万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $975.46万 | 2.83% | 428,585 | -36,415 | -7.8% | -$82.88万 | 减仓 |
| OBK | ORIGIN BANCORP INC | $829.20万 | 2.41% | 200,000 | 0 | 0.0% | — | 不变 |
| CBK | COMMERCIAL BANCGROUP INC | $821.28万 | 2.38% | 315,633 | -59,214 | -15.8% | -$154.07万 | 减仓 |
| COSO | COASTALSOUTH BANCSHARES INC | $810.84万 | 2.35% | 329,743 | 63,955 | 24.1% | $157.27万 | 加仓 |
| BCAL | CALIFORNIA BANCORP | $716.54万 | 2.08% | 404,369 | 149,491 | 58.7% | $264.90万 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $710.42万 | 2.06% | 311,725 | 86,390 | 38.3% | $196.88万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $676.00万 | 1.96% | 250,000 | 0 | 0.0% | — | 不变 |
| AVBH | AVIDBANK HLDGS INC | $626.08万 | 1.82% | 219,678 | -14,875 | -6.3% | -$42.39万 | 减仓 |
| MYFW | FIRST WESTN FINL INC | $622.70万 | 1.81% | 253,336 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $607.84万 | 1.76% | 20,000 | 20,000 | — | $607.84万 | 新建仓 |
| AMTB | AMERANT BANCORP INC | $602.37万 | 1.75% | 273,308 | -53,100 | -16.3% | -$117.03万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $599.19万 | 1.74% | 199,731 | 93,338 | 87.7% | $280.01万 | 加仓 |
| FBK | FB FINL CORP | $597.31万 | 1.73% | 115,000 | -5,000 | -4.2% | -$25.97万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $534.88万 | 1.55% | 275,000 | 25,000 | 10.0% | $48.62万 | 加仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $532.68万 | 1.55% | 308,624 | 143,010 | 86.4% | $246.84万 | 加仓 |
| MCHB | MECHANICS BANCORP | $512.73万 | 1.49% | 347,614 | -378,888 | -52.2% | -$558.86万 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP | $497.04万 | 1.44% | 136,325 | -4,190 | -3.0% | -$15.28万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $483.45万 | 1.40% | 275,000 | 25,000 | 10.0% | $43.95万 | 加仓 |
| CCB | COASTAL FINL CORP WA | $426.16万 | 1.24% | 56,000 | 26,000 | 86.7% | $197.86万 | 加仓 |
| — | FIRST FNDTN INC | $424.37万 | 1.23% | 719,278 | 319,278 | 79.8% | $188.37万 | 加仓 |
| BY | BYLINE BANCORP INC | $394.62万 | 1.14% | 125,000 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $377.62万 | 1.10% | 97,500 | 2,500 | 2.6% | $9.68万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $357.40万 | 1.04% | 100,000 | 0 | 0.0% | — | 不变 |
| FISI | FINANCIAL INSTITUTIONS INC | $317.10万 | 0.92% | 100,000 | 0 | 0.0% | — | 不变 |
| SHBI | SHORE BANCSHARES INC | $290.08万 | 0.84% | 155,290 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC | $244.14万 | 0.71% | 104,692 | -12,700 | -10.8% | -$29.62万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $243.34万 | 0.71% | 115,000 | 0 | 0.0% | — | 不变 |
| CBC | CENTRAL BANCOMPANY | $239.50万 | 0.69% | 100,000 | -100,601 | -50.1% | -$240.94万 | 减仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $212.40万 | 0.62% | 120,000 | 0 | 0.0% | — | 不变 |
| OSBC | OLD SECOND BANCORP INC DEL | $201.60万 | 0.58% | 100,000 | 0 | 0.0% | — | 不变 |
| HTB | HOMETRUST BANCSHARES INC | $199.80万 | 0.58% | 46,847 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $198.87万 | 0.58% | 25,500 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $156.35万 | 0.45% | 7,926 | 7,926 | — | $156.35万 | 新建仓 |
| — | MAINSTREET BANCSHARES INC | $105.03万 | 0.30% | 47,312 | 0 | 0.0% | — | 不变 |
| ISTR | INVESTAR HOLDING CORP | $103.73万 | 0.30% | 38,037 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $75.21万 | 0.22% | 10,000 | 10,000 | — | $75.21万 | 新建仓 |
| NBTB | NBT BANCORP INC | $63.87万 | 0.19% | 15,000 | 0 | 0.0% | — | 不变 |
| NBHC | NATIONAL BK HLDGS CORP | $58.94万 | 0.17% | 15,052 | 15,052 | — | $58.94万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $58.68万 | 0.17% | 30,000 | 30,000 | — | $58.68万 | 新建仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $57.77万 | 0.17% | 24,796 | 24,796 | — | $57.77万 | 新建仓 |
| MRBK | MERIDIAN CORP | $50.66万 | 0.15% | 26,722 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $36.08万 | 0.10% | 20,000 | -30,000 | -60.0% | -$54.12万 | 重新持有 |
| SFST | SOUTHERN FIRST BANCSHARES | $30.42万 | 0.09% | 5,582 | 0 | 0.0% | — | 不变 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $29.79万 | 0.09% | 8,460 | -31,217 | -78.7% | -$109.92万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1,363.84万 | 清仓 |
| KRE | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -175,000 | -100.0% | -$1,134.17万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,095.40万 | 清仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$984.64万 | 清仓 |
| HYG | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$806.30万 | 清仓 |
| — | MIDWESTONE FINL GROUP INC NE | $0 | 0.00% | 0 | -184,100 | -100.0% | -$708.78万 | 清仓 |
| TFC | TRUIST FINL CORP 看涨期权 | $0 | 0.00% | 0 | -125,000 | -100.0% | -$615.12万 | 清仓 |
| KBE | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$455.18万 | 清仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -316,332 | -100.0% | -$398.26万 | 清仓 |
| STT | STATE STR CORP 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$322.52万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC 看跌期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$313.10万 | 清仓 |
| KEY | KEYCORP 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$309.60万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$292.05万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$173.50万 | 清仓 |
| LOB | LIVE OAK BANCSHARES INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$171.75万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$135.50万 | 清仓 |
| USB | US BANCORP DEL 看跌期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$133.40万 | 清仓 |
| BUSE | FIRST BUSEY CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$118.95万 | 清仓 |
| ALLY | ALLY FINL INC 看跌期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$113.22万 | 清仓 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | -50,000 | -100.0% | -$111.55万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -14,123 | -100.0% | -$74.20万 | 清仓 |