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SM
Salzhauer Michael Portfolio holdings
AUM
$292M
Turnover
25.53%
1-Year Est. Return
30%
This Fund
S&P 500
This Quarter Est. Return
+16.51%
1 Year Est. Return
+30%
3 Year Est. Return
+106.71%
5 Year Est. Return
+50.52%
10 Year Est. Return
+271.97%
AUM
$292M
AUM Growth
+$80.3M
(+38%)
Cap. Flow
-$112M
Cap. Flow % of AUM
Cap. Flow %
-38.42%
Top 10 Holdings %
Top 10 Hldgs %
64.93%
Holding
94
New
19
Increased
12
Reduced
21
Closed
5
Avg Time Held
Equity + Options
4.2
years
Top 10 Avg Time Held
Equity + Options
2.3
years
Top 20 Avg Time Held
Equity + Options
3.1
years
Avg Time Held Equity only
4.7
years
Top 10 Avg Time Held Equity only
3.2
years
Top 20 Avg Time Held Equity only
3.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinnacle Financial Partners Inc
PNFP
|
+$14.3M |
| 2 |
Capital One
COF
|
+$6.88M |
| 3 |
Burke & Herbert Financial Services Corp
BHRB
|
+$934K |
| 4 |
Third Coast Bancshares
TCBX
|
+$824K |
| 5 |
Amerant Bancorp
AMTB
|
+$698K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Citigroup
C
|
+$74.1M |
| 2 |
Bank of America
BAC
|
+$32.7M |
| 3 |
Citizens Financial Group
CFG
|
+$6.45M |
| 4 |
Wells Fargo
WFC
|
+$4.71M |
| 5 |
KeyCorp
KEY
|
+$3.93M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 91.67% |
| 2 | Miscellaneous | 7.11% |
| 3 | Communication Services | 0.46% |
| 4 | Technology | 0.42% |
| 5 | Healthcare | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Bank of America
BAC
$355B
| $85.2M | 29.14% |
1,495,610
-615,299
| -29% | -$32.7M |
2016 Q1
41 quarters
|
|
|
2
Citigroup
C
$203B
| $22.2M | 7.58% |
158,427
-569,379
| -78% | -$74.1M |
2020 Q3
23 quarters
|
|
|
3
Pinnacle Financial Partners Inc
PNFP
$15.2B
| $15M | 5.13% |
+148,566
| New | +$14.3M |
2026 Q2
0 quarters
|
|
|
4
CALL
Citigroup
C
$203B
| $13.1M | 4.46% |
+408,900
| New | +$53.2M |
2026 Q2
0 quarters
|
|
5
Peapack-Gladstone Financial
PGC
$804M
| $10.3M | 3.51% |
216,632
-39,107
| -15% | -$1.65M |
2016 Q2
40 quarters
|
|
|
6
Capital One
COF
$123B
| $10M | 3.43% |
49,996
+35,958
| +256% | +$6.88M |
2024 Q3
7 quarters
|
|
7
SmartFinancial
SMBK
$840M
| $9.9M | 3.39% |
211,013
-1,657
| -0.8% | -$70.4K |
2018 Q1
33 quarters
|
|
8
Banc of California
BANC
$2.86B
| $9.6M | 3.27% |
468,559
-120,197
| -20% | -$2.29M |
2021 Q4
18 quarters
|
|
9
Primis Financial Corp
FRST
$379M
| $7.72M | 2.64% |
471,795
-218,126
| -32% | -$3.18M |
2013 Q4
50 quarters
|
|
|
10
Wells Fargo
WFC
$248B
| $6.97M | 2.38% |
84,289
-58,571
| -41% | -$4.71M |
2020 Q3
23 quarters
|
|
11
Seacoast Banking Corp of Florida
SBCF
$3.26B
| $6.38M | 2.18% |
191,867
-3,000
| -2% | -$93.6K |
2013 Q4
50 quarters
|
|
12
FirstSun Capital Bancorp
FSUN
$1.75B
| $5.47M | 1.87% |
140,987
+27
| +0% | +$989 |
2024 Q4
6 quarters
|
|
13
Western Alliance Bancorporation
WAL
$8.35B
| $4.5M | 1.54% |
54,721
+512
| +0.9% | +$40.4K |
2023 Q4
10 quarters
|
|
|
14
CALL
Bank of America
BAC
$355B
| $4.46M | 1.52% |
+476,000
| New | +$25.3M |
2026 Q2
0 quarters
|
|
15
HomeTrust Bancshares
HTB
$760M
| $3.93M | 1.34% |
78,725
| – | – |
2017 Q2
36 quarters
|
|
16
Provident Financial Services
PFS
$3.03B
| $3.6M | 1.23% |
152,203
| – | – |
2020 Q2
24 quarters
|
|
17
First Horizon
FHN
$11.1B
| $3.37M | 1.15% |
131,446
-150,612
| -53% | -$3.67M |
2024 Q1
9 quarters
|
|
18
SouthState Bank Corp
SSB
$10.3B
| $3.15M | 1.08% |
31,581
| – | – |
2014 Q3
47 quarters
|
|
19
FB Financial Corp
FBK
$2.65B
| $3.08M | 1.05% |
55,665
-29
| -0.1% | -$1.56K |
2024 Q2
8 quarters
|
|
20
Fifth Third Bancorp
FITB
$48.3B
| $2.83M | 0.97% |
50,194
+1,191
| +2% | +$60.4K |
2026 Q1
1 quarter
|
|
21
Truist Financial
TFC
$59.4B
| $2.69M | 0.92% |
53,937
| – | – |
2013 Q4
50 quarters
|
|
|
22
Third Coast Bancshares
TCBX
$660M
| $2.5M | 0.86% |
61,899
+21,146
| +52% | +$824K |
2022 Q1
17 quarters
|
|
23
Commerce Bancshares
CBSH
$8.06B
| $2.48M | 0.85% |
42,916
+100
| +0.2% | +$5.25K |
2026 Q1
1 quarter
|
|
24
PNC Financial Services
PNC
$89.7B
| $2.36M | 0.81% |
9,598
| – | – |
2013 Q4
50 quarters
|
|
25
Center Bancorp
CNOB
$1.64B
| $2.23M | 0.76% |
66,680
-750
| -1% | -$22.5K |
2014 Q3
47 quarters
|
|
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Salzhauer Michael's Q2 2026 Portfolio in Review
As of Q2 2026, Salzhauer Michael held 94 positions worth $292M, up 38% from $212M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Salzhauer Michael withdrew a net $112M in Q2 2026, closing 5 positions and reducing 21 holdings. Its most notable exit was LINKBANCORP, an estimated $681K position sold in full.
By sector, the portfolio is most concentrated in Financials at 92% of assets, down from 98% a quarter earlier, followed by Miscellaneous and Communication Services.
Against the trend, Salzhauer Michael opened a new position in Pinnacle Financial Partners Inc worth $15M.
- Salzhauer Michael's largest Q2 2026 buy was Pinnacle Financial Partners Inc: 148,566 shares worth $15M.
- Salzhauer Michael added most to Capital One in Q2 2026, an estimated $6.88M increase.
- Salzhauer Michael's biggest Q2 2026 reduction was Citigroup, cutting an estimated $74.1M.
- Salzhauer Michael fully exited LINKBANCORP in Q2 2026, selling an estimated $681K.
- Salzhauer Michael's ten largest holdings make up 65% of its $292M portfolio in Q2 2026.
- Salzhauer Michael opened 19 new positions and closed 5 in Q2 2026.
- Salzhauer Michael's portfolio value rose 38% quarter-over-quarter to $292M.
Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.