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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 | |
|---|---|---|---|---|---|---|---|
|
51
CALL
Wells Fargo
WFC
$247B
| $756K | 0.26% |
+60,000
| New | +$4.82M |
2026 Q2
0 quarters
|
|
52
Columbia Banking Systems
COLB
$8.73B
| $727K | 0.25% |
22,686
| – | – |
2020 Q4
22 quarters
|
|
53
CB Financial Services
CBFV
$196M
| $716K | 0.25% |
18,903
| – | – |
2016 Q4
38 quarters
|
|
54
Atlantic Union Bankshares
AUB
$5.7B
| $701K | 0.24% |
16,578
| – | – |
2023 Q2
12 quarters
|
|
55
Ameris Bancorp
ABCB
$5.55B
| $666K | 0.23% |
7,376
| – | – |
2015 Q3
43 quarters
|
|
|
56
CALL
KeyCorp
KEY
$22.5B
| $618K | 0.21% |
+160,400
| New | +$3.49M |
2026 Q2
0 quarters
|
|
57
United Community Banks
UCB
$4.46B
| $598K | 0.2% |
17,032
| – | – |
2020 Q3
23 quarters
|
|
58
MetLife
MET
$62.8B
| $583K | 0.2% |
6,886
| – | – |
2020 Q4
22 quarters
|
|
59
Orrstown Financial Services
ORRF
$871M
| $561K | 0.19% |
13,734
| – | – |
2024 Q3
7 quarters
|
|
60
Civista Bancshares
CIVB
$586M
| $548K | 0.19% |
19,420
| – | – |
2018 Q3
31 quarters
|
|
61
Valley National Bancorp
VLY
$7.77B
| $501K | 0.17% |
34,200
-125,800
| -79% | -$1.71M |
2026 Q1
1 quarter
|
|
62
Zions Bancorporation
ZION
$9.7B
| $498K | 0.17% |
7,200
| – | – |
2023 Q2
12 quarters
|
|
|
63
KeyCorp
KEY
$22.5B
| $496K | 0.17% |
21,514
-180,400
| -89% | -$3.93M |
2013 Q4
50 quarters
|
|
64
UWM Holdings
UWMC
$500M
| $420K | 0.14% |
183,375
-381,013
| -68% | -$1.18M |
2025 Q4
2 quarters
|
|
65
AT&T
T
$141B
| $404K | 0.14% |
19,498
| – | – |
2025 Q1
5 quarters
|
|
66
Madison Square Garden
MSGS
$9.36B
| $399K | 0.14% |
992
| – | – |
2025 Q2
4 quarters
|
|
67
CALL
Banc of California
BANC
$2.84B
| $350K | 0.12% |
+200,000
| New | +$3.81M |
2026 Q2
0 quarters
|
|
68
Bristol-Myers Squibb
BMY
$126B
| $349K | 0.12% |
6,053
-5,800
| -49% | -$333K |
2024 Q3
7 quarters
|
|
69
Verizon
VZ
$186B
| $319K | 0.11% |
7,528
| – | – |
2025 Q2
4 quarters
|
|
70
Green Dot
GDOT
$704M
| $314K | 0.11% |
+23,205
| New | +$290K |
2026 Q2
0 quarters
|
|
71
Allstate
ALL
$64B
| $306K | 0.1% |
1,287
| – | – |
2024 Q1
9 quarters
|
|
72
Hartford Financial Services
HIG
$37B
| $298K | 0.1% |
2,246
| – | – |
2024 Q1
9 quarters
|
|
73
Black Hills Corp
BKH
$6.06B
| $290K | 0.1% |
+3,900
| New | +$287K |
2026 Q2
0 quarters
|
|
74
Independent Bank
INDB
$3.97B
| $290K | 0.1% |
3,462
-67
| -2% | -$5.32K |
2024 Q3
7 quarters
|
|
75
Chubb
CB
$137B
| $281K | 0.1% |
824
| – | – |
2024 Q1
9 quarters
|
|
Similar funds
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.