Investment Advisor Trims Position in Financial Stock, According to Latest SEC Filing

Kennedy Capital Management LLC reduced its stake in QCR Holdings (NASDAQ:QCRH) by 95,767 shares in the first quarter, an estimated $8.34 million trade based on the quarterly average price. What happened According to a SEC filing dated May 13, 2026, Kennedy Capital Manageme

Kennedy Capital Management LLC reduced its stake in QCR Holdings (NASDAQ:QCRH) by 95,767 shares in the first quarter, an estimated $8.34 million trade based on the quarterly average price.

What happened According to a SEC filing dated May 13, 2026, Kennedy Capital Management LLC sold 95,767 shares of QCR Holdings during the first quarter

The estimated transaction value was $8.34 million, calculated using the average unadjusted closing price for the quarter. As a result, the fund’s quarter-end position value in QCR Holdings declined by $6.54 million, reflecting both share sales and stock price changes. What else to know The fund decreased its QCR Holdings exposure to 1.2058% of 13F AUM after the sale.

Top holdings after the filing: – NYSE: VMI: $57,439,706 (1.2% of AUM) – NASDAQ: QCRH: $56,935,420 (1.2% of AUM) – NASDAQ: MRCY: $42,962,145 (0.9% of AUM) – NASDAQ: CHEF: $40,285,579 (0.9% of AUM) – NYSE: GMED: $39,658,759 (0.8% of AUM) As of May 12, 2026, QCR Holdings shares were priced at $89.30, up 29.12% over the past year, outperforming the S&P 500 by 2.48 percentage points. Company overview Company snapshot – Offers commercial and consumer banking, trust, and asset management services, with revenue primarily generated from interest income, fees, and asset management. – Operates a multi-bank holding model, earning income through lending, deposit services, leasing, and investment management. – Serves small and mid-sized businesses, corporations, government agencies, and individual consumers in regional Midwest markets. QCR Holdings is a regional financial services provider focused on commercial and consumer banking, asset management, and trust services.

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