2026 Q2 Portfolio Activity
In 2026 Q2, SALZHAUER MICHAEL maintained a portfolio of 94 distinct positions. The most significant new addition was PINNACLE FINL PARTNERS INC, now representing 5.13% of the total fund value. They heavily accumulated shares in CAPITAL ONE FINL CORP, increasing the position by 256.1%. The fund also reduced its exposure to BANK AMERICA CORP by 77.5%.
Position History
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Total Positions
94
Quarter
2026 Q2
Top Holding
BAC (29.1%)
Top 10 Concentration
64.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 94
SALZHAUER MICHAEL Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BAC
BANK OF AMER CO...
|
Financial Services | 29.14% | 26.80% |
#1
Prev: #1
|
6.0 |
—
|
-615,299 | -29.1% |
P
S
|
1,495,610 | $85,219,857 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
C
CITIGROUP INC
|
Financial Services | 7.58% | 13.85% |
#2
Prev: #2
|
4.5 |
—
|
-569,379 | -78.2% |
P
S
|
158,427 | $22,173,375 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PNFP
PINNACLE FINL P...
|
Financial Services | 5.13% | — |
#3
Prev: #—
|
6.6 |
—
|
148,566 | — |
NEW
|
148,566 | $14,987,376 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
C
CALL
CITIGROUP INC
|
CALL Option | 4.46% | — |
#4
Prev: #—
|
5.8 |
—
|
408,900 | — |
NEW
|
408,900 | $13,050,290 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PGC
PEAPACK-GLADSTO...
|
Financial Services | 3.51% | 4.24% |
#5
1
Prev: #4
|
2.4 |
—
|
-39,107 | -15.3% |
P
S
|
216,632 | $10,253,179 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 3.43% | 1.21% |
#6
10
Prev: #16
|
4.4 |
—
|
35,958 | 256.1% |
P
S
|
49,996 | $10,030,111 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SMBK
SMARTFINANCIAL ...
|
Financial Services | 3.39% | 3.92% |
#7
2
Prev: #5
|
1.9 |
—
|
-1,657 | -0.8% |
P
S
|
211,013 | $9,900,735 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BANC
BANC OF CALIFOR...
|
Financial Services | 3.27% | 3.32% |
#8
1
Prev: #7
|
1.3 |
—
|
-120,197 | -20.4% |
P
S
|
468,559 | $9,572,669 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FRST
PRIMIS FINANCIA...
|
Financial Services | 2.64% | 4.32% |
#9
6
Prev: #3
|
1.1 |
—
|
-218,126 | -31.6% |
P
S
|
471,795 | $7,723,279 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 2.38% | 3.44% |
#10
4
Prev: #6
|
1.0 |
—
|
-58,571 | -41.0% |
P
S
|
84,289 | $6,965,624 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SBCF
SEACOAST BKG CO...
|
Financial Services | 2.18% | 2.78% |
#11
3
Prev: #8
|
1.4 |
—
|
-3,000 | -1.5% |
P
S
|
191,867 | $6,379,578 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FSUN
FIRSTSUN CAP BA...
|
Financial Services | 1.87% | 2.42% |
#12
3
Prev: #9
|
1.2 |
—
|
27 | 0.0% |
P
S
|
140,987 | $5,467,462 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WAL
WESTERN ALLIANC...
|
Financial Services | 1.54% | 1.81% |
#13
3
Prev: #10
|
1.1 |
—
|
512 | 0.9% |
P
S
|
54,721 | $4,498,039 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BAC
CALL
BANK OF AMER CO...
|
CALL Option | 1.52% | — |
#14
Prev: #—
|
4.1 |
—
|
476,000 | — |
NEW
|
476,000 | $4,456,920 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HTB
HOMETRUST BANCS...
|
Financial Services | 1.34% | 1.58% |
#15
4
Prev: #11
|
1.5 |
—
|
no change | no change |
P
S
|
78,725 | $3,927,592 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PFS
PROVIDENT FINL ...
|
Financial Services | 1.23% | 1.52% |
#16
4
Prev: #12
|
1.5 |
—
|
no change | no change |
P
S
|
152,203 | $3,598,082 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FHN
FIRST HORIZON C...
|
Financial Services | 1.15% | 1.49% |
#17
4
Prev: #13
|
0.5 |
—
|
-150,612 | -53.4% |
P
S
|
131,446 | $3,370,279 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SSB
SOUTHSTATE BK C...
|
Financial Services | 1.08% | 1.38% |
#18
4
Prev: #14
|
1.4 |
—
|
no change | no change |
P
S
|
31,581 | $3,154,942 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FBK
FB FINL CORP
|
Financial Services | 1.05% | 1.36% |
#19
4
Prev: #15
|
0.9 |
—
|
-29 | -0.1% |
P
S
|
55,665 | $3,081,058 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FITB
FIFTH THIRD BAN...
|
Financial Services | 0.97% | 1.07% |
#20
2
Prev: #18
|
0.9 |
—
|
1,191 | 2.4% |
P
S
|
50,194 | $2,829,436 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 0.92% | 1.17% |
#21
4
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
53,937 | $2,687,141 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TCBX
THIRD COAST BAN...
|
Financial Services | 0.86% | 0.73% |
#22
6
Prev: #28
|
3.3 |
—
|
21,146 | 51.9% |
P
S
|
61,899 | $2,500,706 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CBSH
COMMERCE BANCSH...
|
Financial Services | 0.85% | 0.99% |
#23
4
Prev: #19
|
0.8 |
—
|
100 | 0.2% |
P
S
|
42,916 | $2,478,399 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.81% | 0.94% |
#24
3
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
9,598 | $2,363,220 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CNOB
CONNECTONE BANC...
|
Financial Services | 0.76% | 0.85% |
#25
2
Prev: #23
|
0.8 |
—
|
-750 | -1.1% |
P
S
|
66,680 | $2,229,789 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DCOM
DIME COML BANCS...
|
Financial Services | 0.75% | 0.99% |
#26
6
Prev: #20
|
0.8 |
—
|
-8,000 | -12.9% |
P
S
|
54,202 | $2,203,312 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HBAN
HUNTINGTON BANC...
|
Financial Services | 0.72% | 0.88% |
#27
5
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
119,107 | $2,111,767 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VABK
VIRGINIA NATL B...
|
Financial Services | 0.69% | 0.82% |
#28
4
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
45,672 | $2,026,913 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
RF
REGIONS FINANCI...
|
Financial Services | 0.69% | 0.82% |
#29
4
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
66,450 | $2,006,790 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HWC
HANCOCK WHITNEY...
|
Financial Services | 0.62% | 0.73% |
#30
1
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
24,232 | $1,810,615 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MCB
METROPOLITAN BK...
|
Financial Services | 0.61% | 0.70% |
#31
1
Prev: #30
|
0.7 |
—
|
81 | 0.5% |
P
S
|
17,974 | $1,775,124 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TOWN
TOWNEBANK PORTS...
|
Financial Services | 0.58% | 0.75% |
#32
5
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
47,121 | $1,707,665 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SHBI
SHORE BANCSHARE...
|
Financial Services | 0.57% | 0.64% |
#33
1
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
72,357 | $1,660,601 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
UNTY
UNITY BANCORP I...
|
Financial Services | 0.52% | 0.47% |
#34
2
Prev: #36
|
2.7 |
—
|
6,250 | 32.2% |
P
S
|
25,674 | $1,506,808 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CFG
CITIZENS FINL G...
|
Financial Services | 0.51% | 0.76% |
#35
9
Prev: #26
|
0.2 |
—
|
-100,000 | -82.4% |
P
S
|
21,391 | $1,498,867 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WSFS
WSFS FINL CORP
|
Financial Services | 0.51% | 0.60% |
#36
3
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
19,329 | $1,483,115 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BHRB
BURKE HERBERT F...
|
Financial Services | 0.50% | 0.17% |
#37
24
Prev: #61
|
3.2 |
—
|
14,436 | 249.6% |
P
S
|
20,219 | $1,452,914 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
USCB
USCB FINANCIAL ...
|
Financial Services | 0.44% | 0.46% |
#38
1
Prev: #37
|
2.2 |
—
|
10,000 | 19.0% |
P
S
|
62,629 | $1,281,389 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CFBK
CF BANKSHARES I...
|
Financial Services | 0.44% | 0.51% |
#39
5
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
39,003 | $1,278,128 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMTB
AMERANT BANCORP...
|
Financial Services | 0.44% | 0.21% |
#40
16
Prev: #56
|
3.2 |
—
|
30,000 | 150.0% |
P
S
|
50,000 | $1,276,000 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HAFC
HANMI FINL CORP
|
Financial Services | 0.42% | 0.67% |
#41
10
Prev: #31
|
0.2 |
—
|
-15,970 | -29.5% |
P
S
|
38,201 | $1,237,712 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
QCRH
QCR HLDGS INC
|
Financial Services | 0.40% | 0.49% |
#42
7
Prev: #35
|
0.7 |
—
|
-167 | -1.4% |
P
S
|
12,083 | $1,176,258 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPFI
SOUTH PLAINS FI...
|
Financial Services | 0.39% | 0.45% |
#43
3
Prev: #40
|
2.2 |
—
|
3,885 | 17.2% |
P
S
|
26,431 | $1,138,796 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.36% | 0.45% |
#44
5
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
3,215 | $1,052,366 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AAPL
APPLE INC
|
Technology | 0.34% | 0.41% |
#45
4
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
3,418 | $989,032 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SSBI
SUMMIT ST BK SA...
|
Financial Services | 0.34% | 0.46% |
#46
8
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
72,575 | $984,119 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
COSO
COASTALSOUTH BA...
|
Financial Services | 0.30% | 0.38% |
#47
4
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
33,046 | $887,285 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BPOP
POPULAR INC
|
Financial Services | 0.29% | 0.33% |
#48
4
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
5,215 | $856,117 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.29% | 0.32% |
#49
3
Prev: #46
|
0.6 |
—
|
-50 | -1.2% |
P
S
|
4,081 | $853,092 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CFG
CALL
CITIZENS FINL G...
|
CALL Option | 0.27% | — |
#50
Prev: #—
|
3.6 |
—
|
100,000 | — |
NEW
|
100,000 | $780,000 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-50 of 94 holdings