Salzhauer Michael 13F Portfolio

CIK 1059543 Filing since Q1 2014 Q3 2026 filed Oct 27, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 27, 2026.

Portfolio Snapshot

70 positions · Q3 2026

Salzhauer Michael reported 70 positions worth $231.29M for the quarter ended Sep 30, 2026, down 12.7% on the prior quarter. It opened 1 new position, added to 8, trimmed 33 and exited 6. Its largest holding is Bank Of America Corp at 29.3% of the portfolio.

Portfolio Value
$231.29M
-12.7% QoQ · +29.5% YoY
Positions
70
1 new · 6 sold out
Top 10 Concentration
67.7%
of portfolio value
Largest Position
BAC 29.3%
Bank Of America Corp
Net Buying
-$20.53M
$5.36M bought · $25.89M sold
Turnover
2.2%
of the portfolio traded
Top Sector
Financial Services
89.1% of value
Track Record
51
quarters on file since Q1 2014

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

9 sectors
89.12%
Financial Services
Financial Services89.12%
Other9.32%
Technology0.585%
Communication Services0.355%
Consumer Discretionary0.174%
Healthcare0.163%
Utilities0.118%
Energy0.115%
Consumer Staples0.05%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Financial ServicesOtherTechnologyCommunication ServicesConsumer DiscretionaryHealthcareUtilitiesEnergyConsumer StaplesReal EstateIndustrialsBasic Materials

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
PBAM Private Bancorp of America, Inc. +21.2K – $1.80M 0.779%
PNFP Pinnacle Financial Partners, Inc. +15.7K +10.6% $1.47M 6.65%
C Citigroup Inc +8,063 +5.1% $1.04M 9.32%
TCBX Third Coast Bancshares, Inc. +10.2K +16.5% $432.93K 1.32%
BHRB Burke & Herbert Financial Services Corp. +3,902 +19.3% $267.67K 0.715%
COF Capital One Financial Corp +615 +1.2% $118.74K 4.22%
UNTY Unity Bancorp Inc +2,100 +8.2% $113.86K 0.651%
VLY Valley National Bancorp +6,700 +19.6% $84.55K 0.223%
WAL Western Alliance Bancorporation +319 +0.6% $23.96K 1.79%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
BAC Bank Of America Corp -248.7K -16.6% $13.54M 29.34%
SMBK Smartfinancial Inc. -70.1K -33.2% $3.48M 3.02%
FSUN Firstsun Capital Bancorp -42.1K -29.9% $1.63M 1.65%
BANC Banc Of California, Inc. -57.2K -12.2% $985.09K 3.06%
PGC Peapack Gladstone Financial Corp -15.4K -7.1% $669.74K 3.8%
CIVB Civista Bancshares, Inc. -19.4K -100.0% $548.03K Exited
CBSH Commerce Bancshares Inc -10.0K -23.3% $547.40K 0.779%
HAFC Hanmi Financial Corp -16.7K -43.7% $515.84K 0.287%
SPFI South Plains Financial, Inc. -9,858 -37.3% $411.37K 0.299%
SBCF Seacoast Banking Corp Of Florida -12.1K -6.3% $385.14K 2.47%

New Positions

Q3 2026
Holding Shares Trade Value Weight
PBAM Private Bancorp of America, Inc. +21.2K $1.80M 0.779%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
CIVB Civista Bancshares, Inc. -19.4K $548.03K 0.207%
GDOT Green Dot Corp -23.2K $313.50K 0.118%
ALL Allstate Corp -1,287 $306.23K 0.116%
SPHR Sphere Entertainment Co. -1,314 $227.36K 0.086%
CBAN Colony Bankcorp Inc -10.0K $200.90K 0.076%
BRBS Blue Ridge Bankshares, Inc. -56.0K $197.68K 0.075%
Holdings · Q3 2026

70 Positions

As ofSep 30, 2026
Value$231.29M
Top 1067.7%
Avg position$3.30M
# Activity
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Showing 1–15 of 70 positions 13F filings on SEC EDGAR

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About Salzhauer Michael’s 13F Portfolio

What are Salzhauer Michael’s largest holdings?

As of its Q3 2026 13F filing, Salzhauer Michael’s five largest positions were Bank Of America Corp (BAC) at 29.3%, Citigroup Inc (C) at 9.3%, Pinnacle Financial Partners, Inc. (PNFP) at 6.6%, Capital One Financial Corp (COF) at 4.2%, Peapack Gladstone Financial Corp (PGC) at 3.8% of the reported portfolio.

How much is Salzhauer Michael’s portfolio worth?

Salzhauer Michael reported a 13F portfolio worth $231.29M across 70 positions for Q3 2026. That is down 12.7% from the previous quarter.

What did Salzhauer Michael buy in Q3 2026?

Its largest purchases by value were Private Bancorp of America, Inc. ($1.80M), Pinnacle Financial Partners, Inc. ($1.47M), Citigroup Inc ($1.04M). It opened 1 new positions.

What did Salzhauer Michael sell in Q3 2026?

Its largest sales by value were Bank Of America Corp ($13.54M), Smartfinancial Inc. ($3.48M), Firstsun Capital Bancorp ($1.63M). It exited 6 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Salzhauer Michael files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.