SALZHAUER MICHAEL
13F Reported Value
ⓘ$292.4M
incl. option notional
Equity Holdings
ⓘ$271.9M
Option Notional
ⓘ$20.6M
$0 puts / $20.6M calls
Holdings
89
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SALZHAUER MICHAEL disclosed 89 positions worth $292.4M in its Form 13F-HR for Q2 2026 — $271.9M in common stock plus $20.6M of put/call option positions (reported at underlying notional value, not premium at risk), led by $BAC (BANK OF AMERICA CORP /DE/) at 31.3% of the equity portfolio, followed by $C and $PNFP. During the quarter the fund opened 19 new positions and exited 5 — including a new stake in $PNFP and a full exit from $LNKB. The portfolio is most concentrated in Financials (96.8% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 67.6#349
Quality
$85.2M1,495,610 sh - 65.0#507
Quality
$22.2M158,427 sh - 54.5#1,318
Quality
$15.0M148,566 sh - 65.0
Quality
$13.1M408,900 sh - 62.6
Quality
$10.3M216,632 sh - 62.4
Quality
$10.0M49,996 sh - 62.3
Quality
$9.9M211,013 sh - 35.3
Quality
$9.6M468,559 sh - 65.8
Quality
$7.7M471,795 sh - 61.8
Quality
$7.0M84,289 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BANK OF AMERICA CORP /DE/$BAC | 67.6#349 | $85.2M | 1,495,610 |
 CITIGROUP INC$C | 65.0#507 | $22.2M | 158,427 |
 Pinnacle Financial Partners, Inc.$PNFP | 54.5#1,318 | $15.0M | 148,566 |
| CITIGROUP INC$CCALL | 65.0 | $13.1M | 408,900 |
 PEAPACK GLADSTONE FINANCIAL CORP$PGC | 62.6 | $10.3M | 216,632 |
 CAPITAL ONE FINANCIAL CORP$COF | 62.4 | $10.0M | 49,996 |
 SMARTFINANCIAL INC.$SMBK | 62.3 | $9.9M | 211,013 |
 BANC OF CALIFORNIA, INC.$BANC | 35.3 | $9.6M | 468,559 |
 Primis Financial Corp.$FRST | 65.8 | $7.7M | 471,795 |
 WELLS FARGO & COMPANY/MN$WFC | 61.8 | $7.0M | 84,289 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SALZHAUER MICHAEL's 89 positions.
Showing top 10 of 89 holdings.
Sector Allocation
Financials
$263.2M
Other
$5.1M
Communication Services
$1.3M
Technology
$1.2M
Healthcare
$348,774
Utilities
$290,160
Energy
$256,202
Real Estate
$112,100
Full Holdings — SALZHAUER MICHAEL (Q2 2026)
All 89 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/ | $85.2M | 31.3% | -29% | 67.6 |
| 2 | $C | CITIGROUP INC | $22.2M | 8.2% | -78% | 65 |
| 3 | $PNFP | Pinnacle Financial Partners, Inc. | $15.0M | 5.5% | NEW | 54.5 |
| 4 | $CCALL | CITIGROUP INC | $13.1M | — | NEW | 65 |
| 5 | $PGC | PEAPACK GLADSTONE FINANCIAL CORP | $10.3M | 3.8% | -15% | 62.6 |
| 6 | $COF | CAPITAL ONE FINANCIAL CORP | $10.0M | 3.7% | +256% | 62.4 |
| 7 | $SMBK | SMARTFINANCIAL INC. | $9.9M | 3.6% | -1% | 62.3 |
| 8 | $BANC | BANC OF CALIFORNIA, INC. | $9.6M | 3.5% | -20% | 35.3 |
| 9 | $FRST | Primis Financial Corp. | $7.7M | 2.8% | -32% | 65.8 |
| 10 | $WFC | WELLS FARGO & COMPANY/MN | $7.0M | 2.6% | -41% | 61.8 |
| 11 |  $SBCF | SEACOAST BANKING CORP OF FLORIDA | $6.4M | 2.4% | -2% | 62 |
| 12 |  $FSUN | FIRSTSUN CAPITAL BANCORP | $5.5M | 2.0% | +0% | 52.9 |
| 13 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $4.5M | 1.6% | +1% | 67.5 |
| 14 | $BACCALL | BANK OF AMERICA CORP /DE/ | $4.5M | — | NEW | 67.6 |
| 15 |  $HTB | HomeTrust Bancshares, Inc. | $3.9M | 1.4% | +0% | 44.6 |
| 16 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $3.6M | 1.3% | +0% | 74.2 |
| 17 |  $FHN | FIRST HORIZON CORP | $3.4M | 1.2% | -53% | 56.4 |
| 18 |  $SSB | SouthState Bank Corp | $3.2M | 1.2% | +0% | 77 |
| 19 |  $FBK | FB Financial Corp | $3.1M | 1.1% | -0% | 67 |
| 20 |  $FITB | FIFTH THIRD BANCORP | $2.8M | 1.0% | +2% | 63.2 |
| 21 |  $TFC | TRUIST FINANCIAL CORP | $2.7M | 1.0% | +0% | 76.4 |
| 22 |  $TCBX | Third Coast Bancshares, Inc. | $2.5M | 0.9% | +52% | 65.9 |
| 23 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $2.5M | 0.9% | +0% | 59.1 |
| 24 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.4M | 0.9% | +0% | 73.7 |
| 25 |  $CNOB | ConnectOne Bancorp, Inc. | $2.2M | 0.8% | -1% | 65.6 |
| 26 | — | DIME COML BANCSHARES INC - COM | $2.2M | 0.8% | -13% | — |
| 27 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $2.1M | 0.8% | +0% | 65 |
| 28 |  $VABK | Virginia National Bankshares Corp | $2.0M | 0.8% | +0% | 55.1 |
| 29 |  $RF | REGIONS FINANCIAL CORP | $2.0M | 0.7% | +0% | 61.5 |
| 30 |  $HWC | HANCOCK WHITNEY CORP | $1.8M | 0.7% | +0% | 53 |
| 31 |  $MCB | Metropolitan Bank Holding Corp. | $1.8M | 0.7% | +0% | 55.1 |
| 32 | — | TOWNEBANK PORTSMOUTH VA - COM | $1.7M | 0.6% | +0% | — |
| 33 |  $SHBI | SHORE BANCSHARES INC | $1.7M | 0.6% | +0% | 57.8 |
| 34 |  $UNTY | UNITY BANCORP INC /NJ/ | $1.5M | 0.6% | +32% | 60.6 |
| 35 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $1.5M | 0.6% | -82% | 62.9 |
| 36 |  $WSFS | WSFS FINANCIAL CORP | $1.5M | 0.6% | +0% | 52.3 |
| 37 |  $BHRB | Burke & Herbert Financial Services Corp. | $1.5M | 0.5% | +250% | 62.3 |
| 38 |  $USCB | USCB FINANCIAL HOLDINGS, INC. | $1.3M | 0.5% | +19% | 57.8 |
| 39 |  $CFBK | CF BANKSHARES INC. | $1.3M | 0.5% | +0% | 52.7 |
| 40 |  $AMTB | Amerant Bancorp Inc. | $1.3M | 0.5% | +150% | 48.7 |
| 41 |  $HAFC | HANMI FINANCIAL CORP | $1.2M | 0.5% | -29% | 53.8 |
| 42 |  $QCRH | QCR HOLDINGS INC | $1.2M | 0.4% | -1% | 45 |
| 43 |  $SPFI | SOUTH PLAINS FINANCIAL, INC. | $1.1M | 0.4% | +17% | 41.8 |
| 44 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.4% | +0% | 70.7 |
| 45 |  $AAPL | Apple Inc. | $989,032 | 0.4% | +0% | 76.4 |
| 46 | — | SUMMIT ST BK SANTA ROSA CALI - COM | $984,119 | 0.4% | +0% | — |
| 47 |  $COSO | CoastalSouth Bancshares, Inc. | $887,285 | 0.3% | +0% | 44.5 |
| 48 |  $BPOP | POPULAR, INC. | $856,117 | 0.3% | +0% | 69.4 |
| 49 |  $MS | MORGAN STANLEY | $853,092 | 0.3% | -1% | 75.8 |
| 50 | $CFGCALL | CITIZENS FINANCIAL GROUP INC/RI | $780,000 | — | NEW | 62.9 |
| 51 | $WFCCALL | WELLS FARGO & COMPANY/MN | $756,000 | — | NEW | 61.8 |
| 52 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $727,086 | 0.3% | +0% | 63.6 |
| 53 |  $CBFV | CB Financial Services, Inc. | $716,424 | 0.3% | +0% | 29.9 |
| 54 |  $AUB | Atlantic Union Bankshares Corp | $701,415 | 0.3% | +0% | 73.1 |
| 55 |  $ABCB | Ameris Bancorp | $665,758 | 0.2% | +0% | 59.8 |
| 56 |  $KEYCALL | KEYCORP /NEW/ | $617,600 | — | NEW | 70.8 |
| 57 |  $UCB | UNITED COMMUNITY BANKS INC | $597,653 | 0.2% | +0% | 65 |
| 58 |  $MET | METLIFE INC | $582,624 | 0.2% | +0% | 56.2 |
| 59 |  $ORRF | ORRSTOWN FINANCIAL SERVICES INC | $560,759 | 0.2% | +0% | 63.3 |
| 60 |  $CIVB | CIVISTA BANCSHARES, INC. | $548,032 | 0.2% | +0% | 54.3 |
| 61 |  $VLY | VALLEY NATIONAL BANCORP | $501,030 | 0.2% | -79% | 64.6 |
| 62 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $498,168 | 0.2% | +0% | 68.9 |
| 63 | $KEY | KEYCORP /NEW/ | $495,898 | 0.2% | -89% | 70.8 |
| 64 |  $UWMC | UWM Holdings Corp | $419,930 | 0.1% | -68% | 55.3 |
| 65 |  $T | AT&T INC. | $403,609 | 0.1% | +0% | 65.7 |
| 66 |  $MSGS | Madison Square Garden Sports Corp. | $398,625 | 0.1% | +0% | 50.3 |
| 67 | $BANCCALL | BANC OF CALIFORNIA, INC. | $350,000 | — | NEW | 35.3 |
| 68 |  $BMY | BRISTOL MYERS SQUIBB CO | $348,774 | 0.1% | -49% | 70.4 |
| 69 |  $VZ | VERIZON COMMUNICATIONS INC | $318,736 | 0.1% | +0% | 65.8 |
| 70 |  $GDOT | GREEN DOT CORP | $313,500 | 0.1% | NEW | 52.5 |
| 71 |  $ALL | ALLSTATE CORP | $306,229 | 0.1% | +0% | 78.5 |
| 72 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $297,640 | 0.1% | +0% | 71.6 |
| 73 |  $BKH | BLACK HILLS CORP /SD/ | $290,160 | 0.1% | NEW | 53.3 |
| 74 |  $INDB | INDEPENDENT BANK CORP | $289,839 | 0.1% | -2% | 65.5 |
| 75 |  $CB | Chubb Ltd | $280,770 | 0.1% | +0% | — |
| 76 |  $V | VISA INC. | $274,472 | 0.1% | +0% | 82.9 |
| 77 |  $KNTK | Kinetik Holdings Inc. | $256,202 | 0.1% | NEW | 59.6 |
| 78 | $FHNCALL | FIRST HORIZON CORP | $240,000 | — | NEW | 56.4 |
| 79 |  $CSCO | CISCO SYSTEMS, INC. | $234,920 | 0.1% | NEW | 70.3 |
| 80 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $231,281 | 0.1% | +0% | — |
| 81 |  $TRV | TRAVELERS COMPANIES, INC. | $231,084 | 0.1% | +0% | 75.9 |
| 82 |  $SPHR | Sphere Entertainment Co. | $227,361 | 0.1% | NEW | 53.7 |
| 83 |  $CBAN | COLONY BANKCORP INC | $200,900 | 0.1% | NEW | 39.3 |
| 84 |  $BRBS | BLUE RIDGE BANKSHARES, INC. | $197,680 | 0.1% | NEW | 35.9 |
| 85 | $UWMCCALL | UWM Holdings Corp | $139,250 | — | NEW | 55.3 |
| 86 |  $CRESY | CRESUD INC | $112,100 | 0.0% | +0% | — |
| 87 |  $AIGCALL | AMERICAN INTERNATIONAL GROUP, INC. | $108,000 | — | NEW | 54.9 |
| 88 | $VLYCALL | VALLEY NATIONAL BANCORP | $52,500 | — | NEW | 64.6 |
| 89 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $9,725 | 0.0% | NEW | 54.9 |
New Positions (19)
$PNFP Pinnacle Financial Partners, Inc.$15.0M$CCALL CITIGROUP INC$13.1M$BACCALL BANK OF AMERICA CORP /DE/$4.5M$CFGCALL CITIZENS FINANCIAL GROUP INC/RI$780,000$WFCCALL WELLS FARGO & COMPANY/MN$756,000$KEYCALL KEYCORP /NEW/$617,600$BANCCALL BANC OF CALIFORNIA, INC.$350,000$GDOT GREEN DOT CORP$313,500$BKH BLACK HILLS CORP /SD/$290,160$KNTK Kinetik Holdings Inc.$256,202$FHNCALL FIRST HORIZON CORP$240,000$CSCO CISCO SYSTEMS, INC.$234,920$SPHR Sphere Entertainment Co.$227,361$CBAN COLONY BANKCORP INC$200,900$BRBS BLUE RIDGE BANKSHARES, INC.$197,680
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