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Funds · 13F holdings

Salzhauer Michael

13F holdings for Q2 2026 · NEW YORK, NY · filed July 20, 2026

Salzhauer Michael reported $292M in 13F securities across 79 holdings for Q2 2026, in a Form 13F filed July 20, 2026. The largest positions were BAC (31.3%), C (8.2%), PNFP (5.5%). Reported value rose 35.4% from the quarter before. It opened 9 new positions, added to 11, trimmed 20 and sold out of 5.

13F value Q2 2026
$292M
Holdings
79
Change vs prior quarter
+35.4%
Rank by 13F value
#5,341

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Top holdings

StockValueWeightSharesChange in sharesMove
BAC Bank of America Corporation$85.2M31.3%1,495,610-29.1%Trimmed
C Citigroup Inc.$22.2M8.2%158,427-78.2%Trimmed
PNFP Pinnacle Financial Partners Inc.$15.0M5.5%148,566NewNew
PGC Peapack-Gladstone Financial Corporation$10.3M3.8%216,632-15.3%Trimmed
COF Capital One Financial Corporation$10.0M3.7%49,996+256.1%Added
SMBK SmartFinancial Inc.$9.9M3.6%211,013-0.8%Trimmed
BANC Banc of California Inc.$9.6M3.5%468,559-20.4%Trimmed
FRST Primis Financial Corp.$7.7M2.8%471,795-31.6%Trimmed
WFC Wells Fargo & Company$7.0M2.6%84,289-41.0%Trimmed
SBCF Seacoast Banking Corporation of Florida$6.4M2.3%191,867-1.5%Trimmed
FSUN FirstSun Capital Bancorp$5.5M2.0%140,9870%Unchanged
WAL Western Alliance Bancorporation$4.5M1.7%54,721+0.9%Added
HTB HomeTrust Bancshares Inc.$3.9M1.4%78,7250%Unchanged
PFS Provident Financial Services Inc$3.6M1.3%152,2030%Unchanged
FHN First Horizon Corporation$3.4M1.2%131,446-53.4%Trimmed
SSB SouthState Bank Corporation$3.2M1.2%31,5810%Unchanged
FBK FB Financial Corporation$3.1M1.1%55,6650%Unchanged
FITB Fifth Third Bancorp$2.8M1.0%50,194+2.4%Added
TFC Truist Financial Corporation$2.7M1.0%53,9370%Unchanged
TCBX Third Coast Bancshares Inc.$2.5M0.9%61,899+51.9%Added
CBSH Commerce Bancshares Inc.$2.5M0.9%42,916+0.2%Added
PNC PNC Financial Services Group Inc.$2.4M0.9%9,5980%Unchanged
CNOB ConnectOne Bancorp Inc.$2.2M0.8%66,680-1.1%Trimmed
DCOM Dime Commercial Bancshares Inc.$2.2M0.8%54,202-12.9%Trimmed
HBAN Huntington Bancshares Incorporated$2.1M0.8%119,1070%Unchanged

Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $272M in share positions; options and bonds count in the 13F value but not here.

Biggest buys in Q2 2026

  1. PNFP Pinnacle Financial Partners Inc. New+$15.0M
  2. COF Capital One Financial Corporation Added+$7.2M
  3. BHRB Burke & Herbert Financial Services Corp. Added+$1.0M
  4. TCBX Third Coast Bancshares Inc. Added+$854K
  5. AMTB Amerant Bancorp Inc. Added+$766K
  6. UNTY Unity Bancorp Inc. Added+$367K
  7. GDOT Green Dot Corporation New+$314K
  8. BKH Black Hills Corporation New+$290K
  9. KNTK Kinetik Holdings Inc. New+$256K
  10. CSCO Cisco Systems Inc. New+$235K

Biggest sells in Q2 2026

  1. C Citigroup Inc. Trimmed-$79.7M
  2. BAC Bank of America Corporation Trimmed-$35.1M
  3. CFG Citizens Financial Group Inc. Trimmed-$7.0M
  4. WFC Wells Fargo & Company Trimmed-$4.8M
  5. KEY KeyCorp Trimmed-$4.2M
  6. FHN First Horizon Corporation Trimmed-$3.9M
  7. FRST Primis Financial Corp. Trimmed-$3.6M
  8. BANC Banc of California Inc. Trimmed-$2.5M
  9. PGC Peapack-Gladstone Financial Corporation Trimmed-$1.9M
  10. VLY Valley National Bancorp Trimmed-$1.8M

The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 9 new, 11 added, 20 trimmed, 5 sold out.

Sector mix

13F value by quarter

Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25
Q1 '26
Q2 '26
Reported 13F value: Q1 2024 $131M, Q2 2024 $129M, Q3 2024 $163M, Q4 2024 $195M, Q1 2025 $164M, Q2 2025 $171M, Q3 2025 $208M, Q4 2025 $244M, Q1 2026 $216M, Q2 2026 $292M.

More holdings

StockValueWeightSharesChange in sharesMove
VABK Virginia National Bankshares Corporation$2.0M0.7%45,6720%Unchanged
RF Regions Financial Corporation$2.0M0.7%66,4500%Unchanged
HWC Hancock Whitney Corporation$1.8M0.7%24,2320%Unchanged
MCB Metropolitan Bank Holding Corp.$1.8M0.7%17,974+0.5%Added
TOWN TowneBank$1.7M0.6%47,1210%Unchanged
SHBI Shore Bancshares Inc$1.7M0.6%72,3570%Unchanged
UNTY Unity Bancorp Inc.$1.5M0.6%25,674+32.2%Added
CFG Citizens Financial Group Inc.$1.5M0.6%21,391-82.4%Trimmed
WSFS WSFS Financial Corporation$1.5M0.5%19,3290%Unchanged
BHRB Burke & Herbert Financial Services Corp.$1.5M0.5%20,219+249.6%Added
USCB USCB Financial Holdings Inc.$1.3M0.5%62,629+19.0%Added
CFBK CF Bankshares Inc.$1.3M0.5%39,0030%Unchanged
AMTB Amerant Bancorp Inc.$1.3M0.5%50,000+150.0%Added
HAFC Hanmi Financial Corporation$1.2M0.5%38,201-29.5%Trimmed
QCRH QCR Holdings Inc.$1.2M0.4%12,083-1.4%Trimmed
SPFI South Plains Financial Inc.$1.1M0.4%26,431+17.2%Added
JPM JP Morgan Chase & Co.$1.1M0.4%3,2150%Unchanged
AAPL Apple Inc.$989K0.4%3,4180%Unchanged
SSBI Summit State Bank$984K0.4%72,5750%Unchanged
COSO CoastalSouth Bancshares Inc.$887K0.3%33,0460%Unchanged
BPOP Popular Inc.$856K0.3%5,2150%Unchanged
MS Morgan Stanley$853K0.3%4,081-1.2%Trimmed
COLB Columbia Banking System Inc.$727K0.3%22,6860%Unchanged
CBFV CB Financial Services Inc.$716K0.3%18,9030%Unchanged
AUB Atlantic Union Bankshares Corporation$701K0.3%16,5780%Unchanged

Showing the 50 largest of 79 share positions. The full filing on SEC EDGAR

Questions about Salzhauer Michael

What does Salzhauer Michael own?
In its Form 13F for Q2 2026, Salzhauer Michael reported 79 holdings worth $292M. The five largest were BAC, C, PNFP, PGC, COF.
What did Salzhauer Michael buy and sell in Q2 2026?
Salzhauer Michael opened 9 new positions, added to 11, trimmed 20 and sold out of 5 compared with the quarter before.
When did Salzhauer Michael file its latest 13F?
Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 20, 2026.

From Form 13F filed by Salzhauer Michael (SEC CIK 0001059543) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds