SALZHAUER MICHAEL
13F Reported Value
ⓘ$212.2M
Holdings
75
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SALZHAUER MICHAEL disclosed 75 positions worth $212.2M in its Form 13F-HR for Q1 2026, led by $BAC (BANK OF AMERICA CORP /DE/) at 26.8% of the equity portfolio, followed by $C and $FRST. During the quarter the fund opened 5 new positions and exited 24 — including a new stake in $FITB and a full exit from $C. The portfolio is most concentrated in Financials (96.2% of disclosed assets). All figures are sourced directly from SALZHAUER MICHAEL’s Form 13F-HR filing with the SEC under CIK 1059543.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 68.4#415
Quality
$56.9M2,110,909 sh - 54.8#1,195
Quality
$29.4M727,806 sh - —
Quality
$9.2M689,921 sh - 60.1
Quality
$9.0M255,739 sh - —
Quality
$8.3M212,670 sh - —
Quality
$7.3M142,860 sh - 68.3
Quality
$7.1M588,756 sh - $5.9M194,867 sh
- —
Quality
$5.1M140,960 sh - 56.1
Quality
$3.8M54,209 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BANK OF AMERICA CORP /DE/$BAC | 68.4#415 | $56.9M | 2,110,909 |
 CITIGROUP INC$C | 54.8#1,195 | $29.4M | 727,806 |
 Primis Financial Corp.$FRST | — | $9.2M | 689,921 |
 PEAPACK GLADSTONE FINANCIAL CORP$PGC | 60.1 | $9.0M | 255,739 |
 SMARTFINANCIAL INC.$SMBK | — | $8.3M | 212,670 |
 WELLS FARGO & COMPANY/MN$WFC | — | $7.3M | 142,860 |
 BANC OF CALIFORNIA, INC.$BANC | 68.3 | $7.1M | 588,756 |
 SEACOAST BANKING CORP OF FLORIDA$SBCF | — | $5.9M | 194,867 |
 FIRSTSUN CAPITAL BANCORP$FSUN | — | $5.1M | 140,960 |
 WESTERN ALLIANCE BANCORPORATION$WAL | 56.1 | $3.8M | 54,209 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SALZHAUER MICHAEL's 75 positions.
Showing top 10 of 75 holdings.
Sector Allocation
Financials
$204.1M
Other
$4.9M
Communication Services
$1.6M
Technology
$867,454
Healthcare
$576,049
Real Estate
$127,200
Full Holdings — SALZHAUER MICHAEL (Q1 2026)
All 75 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BAC | BANK OF AMERICA CORP /DE/ | $56.9M | 26.8% | +50% | 68.4 |
| 2 | $C | CITIGROUP INC | $29.4M | 13.8% | +842% | 54.8 |
| 3 | $FRST | Primis Financial Corp. | $9.2M | 4.3% | -7% | — |
| 4 | $PGC | PEAPACK GLADSTONE FINANCIAL CORP | $9.0M | 4.2% | -5% | 60.1 |
| 5 | $SMBK | SMARTFINANCIAL INC. | $8.3M | 3.9% | -6% | — |
| 6 | $WFC | WELLS FARGO & COMPANY/MN | $7.3M | 3.4% | +73% | — |
| 7 | $BANC | BANC OF CALIFORNIA, INC. | $7.1M | 3.3% | +30% | 68.3 |
| 8 | $SBCF | SEACOAST BANKING CORP OF FLORIDA | $5.9M | 2.8% | +0% | — |
| 9 | $FSUN | FIRSTSUN CAPITAL BANCORP | $5.1M | 2.4% | +0% | — |
| 10 | $WAL | WESTERN ALLIANCE BANCORPORATION | $3.8M | 1.8% | +16% | 56.1 |
| 11 |  $HTB | HomeTrust Bancshares, Inc. | $3.4M | 1.6% | +0% | — |
| 12 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $3.2M | 1.5% | +19% | 69 |
| 13 |  $FHN | FIRST HORIZON CORP | $3.2M | 1.5% | +124% | 43.8 |
| 14 |  $SSB | SouthState Bank Corp | $2.9M | 1.4% | +0% | — |
| 15 |  $FBK | FB Financial Corp | $2.9M | 1.4% | -5% | — |
| 16 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.6M | 1.2% | +9% | 71 |
| 17 |  $TFC | TRUIST FINANCIAL CORP | $2.5M | 1.2% | -1% | — |
| 18 |  $FITB | FIFTH THIRD BANCORP | $2.3M | 1.1% | NEW | — |
| 19 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $2.1M | 1.0% | NEW | — |
| 20 | — | DIME CMNTY BANCSHARES INC | $2.1M | 1.0% | +0% | — |
| 21 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.0M | 0.9% | +0% | 70.9 |
| 22 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $1.9M | 0.9% | +3% | 69.4 |
| 23 |  $CNOB | ConnectOne Bancorp, Inc. | $1.8M | 0.8% | +1% | — |
| 24 |  $VABK | Virginia National Bankshares Corp | $1.7M | 0.8% | +11% | — |
| 25 |  $RF | REGIONS FINANCIAL CORP | $1.7M | 0.8% | +0% | — |
| 26 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $1.6M | 0.8% | +467% | 68.8 |
| 27 | — | TOWNEBANK PORTSMOUTH VA | $1.6M | 0.8% | +62% | — |
| 28 |  $TCBX | Third Coast Bancshares, Inc. | $1.5M | 0.7% | +1% | — |
| 29 |  $HWC | HANCOCK WHITNEY CORP | $1.5M | 0.7% | +5% | — |
| 30 |  $MCB | Metropolitan Bank Holding Corp. | $1.5M | 0.7% | -25% | 50.7 |
| 31 |  $HAFC | HANMI FINANCIAL CORP | $1.4M | 0.7% | +15% | 59.8 |
| 32 |  $SHBI | SHORE BANCSHARES INC | $1.4M | 0.6% | +0% | 64 |
| 33 |  $WSFS | WSFS FINANCIAL CORP | $1.3M | 0.6% | +0% | — |
| 34 |  $CFBK | CF BANKSHARES INC. | $1.1M | 0.5% | +46% | — |
| 35 |  $QCRH | QCR HOLDINGS INC | $1.0M | 0.5% | +0% | — |
| 36 |  $UNTY | UNITY BANCORP INC /NJ/ | $1.0M | 0.5% | +106% | — |
| 37 |  $USCB | USCB FINANCIAL HOLDINGS, INC. | $975,742 | 0.5% | +15% | — |
| 38 | — | SUMMIT ST BK SANTA ROSA CALI | $970,330 | 0.5% | -22% | — |
| 39 |  $JPM | JPMORGAN CHASE & CO | $945,724 | 0.5% | +0% | 35.6 |
| 40 |  $SPFI | SOUTH PLAINS FINANCIAL, INC. | $944,660 | 0.5% | +0% | — |
| 41 |  $AAPL | Apple Inc. | $867,454 | 0.4% | +0% | 76.1 |
| 42 |  $KEY | KEYCORP /NEW/ | $837,836 | 0.4% | +263% | 70.4 |
| 43 |  $COSO | CoastalSouth Bancshares, Inc. | $812,601 | 0.4% | +1% | 43.1 |
| 44 |  $BPOP | POPULAR, INC. | $699,630 | 0.3% | -3% | — |
| 45 |  $LNKB | LINKBANCORP, Inc. | $681,253 | 0.3% | +50% | 48.3 |
| 46 |  $MS | MORGAN STANLEY | $679,839 | 0.3% | +0% | — |
| 47 |  $CBFV | CB Financial Services, Inc. | $646,105 | 0.3% | +0% | — |
| 48 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $622,277 | 0.3% | +0% | 33 |
| 49 |  $AUB | Atlantic Union Bankshares Corp | $592,498 | 0.3% | +0% | — |
| 50 |  $ABCB | Ameris Bancorp | $575,254 | 0.3% | +0% | — |
| 51 |  $T | AT&T INC. | $565,247 | 0.3% | +0% | 71.9 |
| 52 |  $UCB | UNITED COMMUNITY BANKS INC | $536,338 | 0.3% | +0% | 64.8 |
| 53 |  $ORRF | ORRSTOWN FINANCIAL SERVICES INC | $495,523 | 0.2% | +0% | 36.7 |
| 54 |  $MET | METLIFE INC | $486,978 | 0.2% | +0% | 73.9 |
| 55 |  $CIVB | CIVISTA BANCSHARES, INC. | $442,582 | 0.2% | +0% | 52.5 |
| 56 |  $AMTB | Amerant Bancorp Inc. | $440,800 | 0.2% | +0% | — |
| 57 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $414,864 | 0.2% | +38% | 57.8 |
| 58 |  $VZ | VERIZON COMMUNICATIONS INC | $377,906 | 0.2% | +0% | 71.6 |
| 59 |  $BMY | BRISTOL MYERS SQUIBB CO | $375,698 | 0.2% | +96% | 70.1 |
| 60 |  $VLY | VALLEY NATIONAL BANCORP | $362,800 | 0.2% | NEW | — |
| 61 |  $BHRB | Burke & Herbert Financial Services Corp. | $360,236 | 0.2% | NEW | — |
| 62 |  $SCHL | SCHOLASTIC CORP | $342,205 | 0.2% | -51% | 45.5 |
| 63 |  $MSGS | Madison Square Garden Sports Corp. | $318,829 | 0.1% | +0% | 46.5 |
| 64 |  $UWMC | UWM Holdings Corp | $307,584 | 0.1% | +631% | 49.4 |
| 65 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $303,727 | 0.1% | +0% | 69.5 |
| 66 |  $CB | Chubb Ltd | $268,566 | 0.1% | +0% | — |
| 67 |  $ALL | ALLSTATE CORP | $266,847 | 0.1% | +0% | 76.6 |
| 68 |  $INDB | INDEPENDENT BANK CORP | $265,416 | 0.1% | +0% | — |
| 69 |  $V | VISA INC. | $241,792 | 0.1% | +0% | 83.5 |
| 70 | — | FIRST TR EXCHANGE-TRADED FD | $241,452 | 0.1% | +0% | — |
| 71 |  $BAFN | BayFirst Financial Corp. | $219,748 | 0.1% | -36% | — |
| 72 |  $TRV | TRAVELERS COMPANIES, INC. | $204,176 | 0.1% | +0% | 71.5 |
| 73 |  $PFE | PFIZER INC | $200,351 | 0.1% | NEW | 69 |
| 74 |  $CRESY | CRESUD INC | $127,200 | 0.1% | +0% | — |
| 75 | — | BITMINE IMMERSION TECNOLOGIE | $525 | 0.0% | +98% | — |
New Positions (5)
Exited Positions (24)
$CCALL CITIGROUP INC$BACCALL BANK OF AMERICA CORP /DE/
$PNFP Pinnacle Financial Partners, Inc.
$WBS WEBSTER FINANCIAL CORP
$CARE Carter Bankshares, Inc.
$XOM EXXON MOBIL CORP$CFGCALL CITIZENS FINANCIAL GROUP INC/RI
$VBNK VersaBank
$AFBI Affinity Bancshares, Inc.$KEYCALL KEYCORP /NEW/$BANCCALL BANC OF CALIFORNIA, INC.$FHNCALL FIRST HORIZON CORPBrowse Top Institutional Investors
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