# RMB Mendon Financial Services Fund

RMB Mendon Financial Services Fund is a registered fund series of RMB Investors Trust (series S000002998). Net assets $227.4M as of 2026-03-31.

## Profile

- Series ID: S000002998
- Registrant: RMB Investors Trust
- LEI: 5493000RZQ70GVDFRZ52
- Net assets: $227.4M
- Total assets: $228.3M
- As of: 2026-03-31

## Advisers

- [Mendon Capital Advisors Corp. (Subadvisor)](https://search.stillhousedata.com/firm/113058)
- [Curi Capital, LLC (Advisor)](https://search.stillhousedata.com/firm/134249)

## Top holdings (49 reported)

_Showing 15 of 49 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Equity Bancshares Inc](https://search.stillhousedata.com/security/29460X109) | — | $15.5M | 683.66% |
| [Abacus Global Management Inc](https://search.stillhousedata.com/security/00258Y104) | — | $14.2M | 623.87% |
| [Primis Financial Corp](https://search.stillhousedata.com/security/74167B109) | — | $13.3M | 585.56% |
| [VersaBank](https://search.stillhousedata.com/security/92512J106) | — | $11.4M | 501.77% |
| [Renasant Corp](https://search.stillhousedata.com/security/75970E107) | — | $10.8M | 476.74% |
| [Nicolet Bankshares Inc](https://search.stillhousedata.com/security/65406E102) | — | $10.4M | 457.58% |
| [USCB Financial Holdings Inc](https://search.stillhousedata.com/security/90355N101) | — | $9.8M | 429.83% |
| [First Horizon Corp](https://search.stillhousedata.com/security/320517105) | — | $9.3M | 408.13% |
| [Origin Bancorp Inc](https://search.stillhousedata.com/security/68621T102) | — | $8.3M | 364.71% |
| [Commercial Bancgroup Inc](https://search.stillhousedata.com/security/20112C106) | — | $7.5M | 331.49% |
| [CoastalSouth Bancshares Inc](https://search.stillhousedata.com/security/19058X207) | — | $7.4M | 327.66% |
| [Business First Bancshares Inc](https://search.stillhousedata.com/security/12326C105) | — | $6.8M | 297.33% |
| [Civista Bancshares Inc](https://search.stillhousedata.com/security/178867107) | — | $6.4M | 282.87% |
| [California BanCorp](https://search.stillhousedata.com/security/84252A106) | — | $6.1M | 270.19% |
| [FB Financial Corp](https://search.stillhousedata.com/security/30257X104) | — | $6.0M | 262.72% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $227.4M |
| 2025-12-31 | $232.2M |
| 2025-09-30 | $217.2M |
| 2025-06-30 | $206.3M |
| 2025-03-31 | $201.2M |
| 2024-12-31 | $176.6M |
| 2024-09-30 | $173.1M |
| 2024-06-30 | $154.3M |

## More

- [Registrant: RMB Investors Trust](https://search.stillhousedata.com/registrant/30126)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000002998.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.