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

6 hours ago 4

Jake Lerch, The Motley Fool

Wed, May 20, 2026 astatine 9:58 AM CDT 4 min read

Kennedy Capital Management LLC reduced its involvement successful QCR Holdings (NASDAQ:QCRH) by 95,767 shares successful the archetypal quarter, an estimated $8.34 cardinal commercialized based connected the quarterly mean 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 archetypal quarter. The estimated transaction worth was $8.34 million, calculated utilizing the mean unadjusted closing terms for the quarter. As a result, the fund’s quarter-end presumption worth successful QCR Holdings declined by $6.54 million, reflecting some stock income and banal terms changes.

What other to cognize

The money decreased its QCR Holdings vulnerability to 1.2058% of 13F AUM aft the sale.

Top holdings aft 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 astatine $89.30, up 29.12% implicit the past year, outperforming the S&P 500 by 2.48 percent points.

Company overview

Metric

Value

Revenue (TTM)	$612.64 million
Net income (TTM)	$134.78 million
Dividend yield	0.44%
Price (as of marketplace adjacent May 12, 2026)	$89.30

Company snapshot

Offers commercialized and user banking, trust, and plus absorption services, with gross chiefly generated from involvement income, fees, and plus management.
Operates a multi-bank holding model, earning income done lending, deposit services, leasing, and concern management.
Serves tiny and mid-sized businesses, corporations, authorities agencies, and idiosyncratic consumers successful determination Midwest markets.

QCR Holdings is simply a determination fiscal services supplier focused connected commercialized and user banking, plus management, and spot services. The institution leverages a diversified merchandise suite and a multi-bank operation to service clients successful cardinal Midwest markets. Its strategy centers connected relationship-based banking and tailored fiscal solutions, positioning it competitively among determination banks.

What this transaction means for investors

Kennedy Capital Management, a Missouri-based concern advisory firm, precocious disclosed the merchantability of astir 95,000 shares of QCR Holdings (QCHR), valued astatine astir $8.3 million, during the archetypal 4th (the 3 months ended March 31, 2026). Here are immoderate cardinal takeaways for investors.

First, QCRH has delivered coagulated returns implicit the past fewer years. The banal has precocious by 132% implicit the past 3 years, equating to a compound yearly maturation complaint (CAGR) of 32.3%. That’s amended than the S&P 500, which has generated a full instrumentality of 82%, with a CAGR of 22.1% implicit the aforesaid period.

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