Mendon Capital Advisors’s Financial Institutions FISI Stock Holding History

Mendon Capital Advisors’s Portfolio FISI Stock Details FISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.9M	Hold	100,000	–	–	1.38%	28
2026 Q1	$3.17M	Hold	100,000	–	–	1.23%	30
2025 Q4	$3.12M	Sell	100,000 -6,022	-6%	-$177K	0.92%	38
2025 Q3	$2.88M	Sell	106,022 -6,022	-5%	-$161K	1.11%	29
2025 Q2	$2.88M	Buy	112,044 +324	+0.3%	+$8.09K	1.39%	24
2025 Q1	$2.79M	Buy	111,720 +11,720	+12%	+$316K	1.29%	25
2024 Q4	$2.73M	Buy	+100,000	New	+$2.63M	1.34%	26
2015 Q3	–	Sell	-55,324	Closed	-$1.37M	–	103
2015 Q2	$1.37M	Hold	55,324	–	–	0.51%	64
2015 Q1	$1.27M	Hold	55,324	–	–	0.54%	58
2014 Q4	$1.39M	Hold	55,324	–	–	0.58%	59
2014 Q3	$1.24M	Buy	+55,324	New	+$1.27M	0.69%	47
2014 Q2	–	Sell	-39,500	Closed	-$909K	–	90
2014 Q1	$909K	Buy	39,500 +25,000	+172%	+$556K	0.3%	79
2013 Q4	$358K	Hold	14,500	–	–	0.14%	91
2013 Q3	$297K	Buy	14,500 +4,500	+45%	+$91.7K	0.14%	86
2013 Q2	$184K	Buy	+10,000	New	+$194K	0.11%	83

Other funds holding FISI

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mendon Capital Advisors's FISI Position: Q2 2026 in Review

Mendon Capital Advisors held its Financial Institutions (FISI) position steady in Q2 2026 at 100,000 shares worth $3.9M. The position accounts for 1.38% of the portfolio, ranked #28.

Mendon Capital Advisors first reported a position in FISI in Q2 2013 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

Mendon Capital Advisors held 100,000 shares of Financial Institutions worth $3.9M as of Q2 2026.
Mendon Capital Advisors left its Financial Institutions share count unchanged in Q2 2026.
Financial Institutions made up 1.38% of Mendon Capital Advisors's portfolio in Q2 2026, its #28 holding.
Mendon Capital Advisors first reported a position in Financial Institutions in Q2 2013 and has held it in 15 quarters since.
159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Mendon Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.