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Salzhauer Michael Portfolio holdings

AUM $292M
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
Cap. Flow
-$6.37M
Cap. Flow %
-2.18%
Top 10 Hldgs %
64.93%
Holding
94
New
19
Increased
12
Reduced
21
Closed
5

Top Buys

Rank Stock Value
1
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$14.3M
2
COF icon
Capital One
COF
+$6.88M
3
BHRB icon
Burke & Herbert Financial Services Corp
BHRB
+$934K
4
TCBX icon
Third Coast Bancshares
TCBX
+$824K
5
AMTB icon
Amerant Bancorp
AMTB
+$698K

Top Sells

Rank Stock Value
1
C icon
Citigroup
C
+$74.1M
2
BAC icon
Bank of America
BAC
+$32.7M
3
CFG icon
Citizens Financial Group
CFG
+$6.45M
4
WFC icon
Wells Fargo
WFC
+$4.71M
5
KEY icon
KeyCorp
KEY
+$3.93M

Sector Composition

Rank Sector Weight
1 Financials 91.67%
2 Communication Services 0.46%
3 Technology 0.42%
4 Healthcare 0.12%
5 Utilities 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
51
CALL
Wells Fargo
WFC
$262B
$756K 0.26%
+60,000
New +$4.82M
COLB icon
52
Columbia Banking Systems
COLB
$9.07B
$727K 0.25%
22,686
– –
CBFV icon
53
CB Financial Services
CBFV
$181M
$716K 0.25%
18,903
– –
AUB icon
54
Atlantic Union Bankshares
AUB
$6.02B
$701K 0.24%
16,578
– –
ABCB icon
55
Ameris Bancorp
ABCB
$5.87B
$666K 0.23%
7,376
– –
KEY icon
56
CALL
KeyCorp
KEY
$24.4B
$618K 0.21%
+160,400
New +$3.49M
UCB
57
United Community Banks
UCB
$4.23B
$598K 0.2%
17,032
– –
MET icon
58
MetLife
MET
$60.2B
$583K 0.2%
6,886
– –
ORRF icon
59
Orrstown Financial Services
ORRF
$837M
$561K 0.19%
13,734
– –
CIVB icon
60
Civista Bancshares
CIVB
$602M
$548K 0.19%
19,420
– –
VLY icon
61
Valley National Bancorp
VLY
$8.06B
$501K 0.17%
34,200
-125,800
-79% -$1.71M
ZION icon
62
Zions Bancorporation
ZION
$10.1B
$498K 0.17%
7,200
– –
KEY icon
63
KeyCorp
KEY
$24.4B
$496K 0.17%
21,514
-180,400
-89% -$3.93M
UWMC icon
64
UWM Holdings
UWMC
$628M
$420K 0.14%
183,375
-381,013
-68% -$1.18M
T icon
65
AT&T
T
$163B
$404K 0.14%
19,498
– –
MSGS icon
66
Madison Square Garden
MSGS
$9.64B
$399K 0.14%
992
– –
BANC icon
67
CALL
Banc of California
BANC
$3.32B
$350K 0.12%
+200,000
New +$3.81M
BMY icon
68
Bristol-Myers Squibb
BMY
$127B
$349K 0.12%
6,053
-5,800
-49% -$333K
VZ icon
69
Verizon
VZ
$190B
$319K 0.11%
7,528
– –
GDOT icon
70
Green Dot
GDOT
$754M
$314K 0.11%
+23,205
New +$290K
ALL icon
71
Allstate
ALL
$66.6B
$306K 0.1%
1,287
– –
HIG icon
72
Hartford Financial Services
HIG
$38.5B
$298K 0.1%
2,246
– –
BKH icon
73
Black Hills Corp
BKH
$5.71B
$290K 0.1%
+3,900
New +$287K
INDB icon
74
Independent Bank
INDB
$4.07B
$290K 0.1%
3,462
-67
-2% -$5.32K
CB icon
75
Chubb
CB
$139B
$281K 0.1%
824
– –
1 2
3
4

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NIM
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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's Q2 2026 filing shows 19 new, 12 increased, 21 reduced and 5 closed positions. Its largest new stake was Pinnacle Financial Partners Inc: 148,566 shares worth $15M. The largest sale was Citigroup, an estimated $74.1M.

By sector, the portfolio is most concentrated in Financials at 92% of assets, down from 98% a quarter earlier, followed by Communication Services and Technology.

  • 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.