2026 Q3 Portfolio Activity
In 2026 Q3, SALZHAUER MICHAEL maintained a portfolio of 94 distinct positions. The most significant new addition was PRIVATE BANCORP OF AMER INC, now representing 0.72% of the total fund value. They heavily accumulated shares in BANK OF AMER CORP, increasing the position by 162.0%. The fund also reduced its exposure to BANK OF AMER CORP by 27.2%.
Position History
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Total Positions
94
Quarter
2026 Q3
Top Holding
BAC (27.2%)
Top 10 Concentration
63.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 94
SALZHAUER MICHAEL Full Holdings List — 2026 Q3
| 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 | 27.24% | 29.14% |
#1
Prev: #1
|
6.5 |
—
|
-248,692 | -16.6% |
P
S
|
1,246,918 | $67,869,770 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
C
CITIGROUP INC
|
Financial Services | 8.65% | 7.58% |
#2
Prev: #2
|
7.0 |
—
|
8,063 | 5.1% |
P
S
|
166,490 | $21,557,116 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
PNFP
PINNACLE FINL P...
|
Financial Services | 6.17% | 5.13% |
#3
Prev: #3
|
5.5 |
—
|
15,703 | 10.6% |
P
S
|
164,269 | $15,377,267 | 2016 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 3.92% | 3.43% |
#4
2
Prev: #6
|
2.6 |
—
|
615 | 1.2% |
P
S
|
50,611 | $9,771,382 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
PGC
PEAPACK-GLADSTO...
|
Financial Services | 3.52% | 3.51% |
#5
Prev: #5
|
2.4 |
—
|
-15,354 | -7.1% |
P
S
|
201,278 | $8,779,738 | 2016 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BANC
BANC OF CALIFOR...
|
Financial Services | 2.85% | 3.27% |
#6
2
Prev: #8
|
1.6 |
—
|
-57,173 | -12.2% |
P
S
|
411,386 | $7,088,188 | 2017 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SMBK
SMARTFINANCIAL ...
|
Financial Services | 2.80% | 3.39% |
#7
Prev: #7
|
1.1 |
—
|
-70,118 | -33.2% |
P
S
|
140,895 | $6,984,170 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
FRST
PRIMIS FINANCIA...
|
Financial Services | 2.76% | 2.64% |
#8
1
Prev: #9
|
1.6 |
—
|
-21,230 | -4.5% |
P
S
|
450,565 | $6,884,629 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 2.62% | 2.38% |
#9
1
Prev: #10
|
1.5 |
—
|
-2,629 | -3.1% |
P
S
|
81,660 | $6,536,883 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
C
CALL
CITIGROUP INC
|
CALL Option | 2.49% | 4.46% |
#10
6
Prev: #4
|
1.5 |
—
|
-50,000 | -12.2% |
P
S
|
358,900 | $6,207,225 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SBCF
SEACOAST BKG CO...
|
Financial Services | 2.30% | 2.18% |
#11
Prev: #11
|
1.4 |
—
|
-12,100 | -6.3% |
P
S
|
179,767 | $5,721,984 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BAC
CALL
BANK OF AMER CO...
|
CALL Option | 1.66% | 1.52% |
#12
2
Prev: #14
|
3.7 |
—
|
613,500 | 128.9% |
P
S
|
1,089,500 | $4,139,550 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
WAL
WESTERN ALLIANC...
|
Financial Services | 1.66% | 1.54% |
#13
Prev: #13
|
1.2 |
—
|
319 | 0.6% |
P
S
|
55,040 | $4,133,475 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
FSUN
FIRSTSUN CAP BA...
|
Financial Services | 1.53% | 1.87% |
#14
2
Prev: #12
|
0.6 |
—
|
-42,144 | -29.9% |
P
S
|
98,843 | $3,816,314 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
HTB
HOMETRUST BANCS...
|
Financial Services | 1.37% | 1.34% |
#15
Prev: #15
|
1.0 |
—
|
-4,313 | -5.5% |
P
S
|
74,412 | $3,405,839 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
PFS
PROVIDENT FINL ...
|
Financial Services | 1.34% | 1.23% |
#16
Prev: #16
|
1.0 |
—
|
-1,521 | -1.0% |
P
S
|
150,682 | $3,337,606 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
TCBX
THIRD COAST BAN...
|
Financial Services | 1.23% | 0.86% |
#17
5
Prev: #22
|
2.5 |
—
|
10,213 | 16.5% |
P
S
|
72,112 | $3,056,807 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SSB
SOUTHSTATE BK C...
|
Financial Services | 1.21% | 1.08% |
#18
Prev: #18
|
1.0 |
—
|
-1,367 | -4.3% |
P
S
|
30,214 | $3,008,106 | 2014 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
FBK
FB FINL CORP
|
Financial Services | 1.16% | 1.05% |
#19
Prev: #19
|
1.5 |
—
|
no change | no change |
P
S
|
55,665 | $2,877,880 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
FHN
FIRST HORIZON C...
|
Financial Services | 1.10% | 1.15% |
#20
3
Prev: #17
|
0.9 |
—
|
-12,335 | -9.4% |
P
S
|
119,111 | $2,741,935 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
FITB
FIFTH THIRD BAN...
|
Financial Services | 1.02% | 0.97% |
#21
1
Prev: #20
|
0.9 |
—
|
-3 | -0.0% |
P
S
|
50,191 | $2,538,660 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 1.00% | 0.92% |
#22
1
Prev: #21
|
0.9 |
—
|
-3 | -0.0% |
P
S
|
53,934 | $2,497,145 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.86% | 0.81% |
#23
1
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
9,598 | $2,133,251 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
VABK
VIRGINIA NATL B...
|
Financial Services | 0.85% | 0.69% |
#24
4
Prev: #28
|
0.8 |
—
|
-1,395 | -3.1% |
P
S
|
44,277 | $2,110,231 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CNOB
CONNECTONE BANC...
|
Financial Services | 0.80% | 0.76% |
#25
Prev: #25
|
0.8 |
—
|
-200 | -0.3% |
P
S
|
66,480 | $1,997,732 | 2014 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
DCOM
DIME COML BANCS...
|
Financial Services | 0.78% | 0.75% |
#26
Prev: #26
|
0.8 |
—
|
-5,015 | -9.3% |
P
S
|
49,187 | $1,938,952 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
PBAM
PRIVATE BANCORP...
|
Financial Services | 0.72% | — |
#27
Prev: #—
|
3.8 |
—
|
21,197 | — |
NEW
|
21,197 | $1,802,805 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CBSH
COMMERCE BANCSH...
|
Financial Services | 0.72% | 0.85% |
#28
5
Prev: #23
|
0.3 |
—
|
-10,000 | -23.3% |
P
S
|
32,916 | $1,801,822 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
HBAN
HUNTINGTON BANC...
|
Financial Services | 0.72% | 0.72% |
#29
2
Prev: #27
|
0.8 |
—
|
-1,873 | -1.6% |
P
S
|
117,234 | $1,788,990 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
RF
REGIONS FINANCI...
|
Financial Services | 0.72% | 0.69% |
#30
1
Prev: #29
|
0.8 |
—
|
-122 | -0.2% |
P
S
|
66,328 | $1,782,897 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
HWC
HANCOCK WHITNEY...
|
Financial Services | 0.70% | 0.62% |
#31
1
Prev: #30
|
0.8 |
—
|
-15 | -0.1% |
P
S
|
24,217 | $1,744,593 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BHRB
BURKE HERBERT F...
|
Financial Services | 0.66% | 0.50% |
#32
5
Prev: #37
|
2.3 |
—
|
3,902 | 19.3% |
P
S
|
24,121 | $1,654,679 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SHBI
SHORE BANCSHARE...
|
Financial Services | 0.65% | 0.57% |
#33
Prev: #33
|
0.8 |
—
|
-200 | -0.3% |
P
S
|
72,157 | $1,615,603 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
UNTY
UNITY BANCORP I...
|
Financial Services | 0.60% | 0.52% |
#34
Prev: #34
|
2.2 |
—
|
2,100 | 8.2% |
P
S
|
27,774 | $1,505,906 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
TOWN
TOWNEBANK PORTS...
|
Financial Services | 0.60% | 0.58% |
#35
3
Prev: #32
|
0.7 |
—
|
-5,000 | -10.6% |
P
S
|
42,121 | $1,501,614 | 2016 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
WSFS
WSFS FINL CORP
|
Financial Services | 0.59% | 0.51% |
#36
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
19,329 | $1,460,693 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AMTB
AMERANT BANCORP...
|
Financial Services | 0.58% | 0.44% |
#37
3
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
50,000 | $1,433,500 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
USCB
USCB FINANCIAL ...
|
Financial Services | 0.55% | 0.44% |
#38
Prev: #38
|
0.7 |
—
|
-400 | -0.6% |
P
S
|
62,229 | $1,358,459 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CFG
CITIZENS FINL G...
|
Financial Services | 0.54% | 0.51% |
#39
4
Prev: #35
|
0.7 |
—
|
-300 | -1.4% |
P
S
|
21,091 | $1,344,762 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CFBK
CF BANKSHARES I...
|
Financial Services | 0.53% | 0.44% |
#40
1
Prev: #39
|
1.2 |
—
|
no change | no change |
P
S
|
39,003 | $1,322,787 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
MCB
METROPOLITAN BK...
|
Financial Services | 0.52% | 0.61% |
#41
10
Prev: #31
|
0.7 |
—
|
-3,050 | -17.0% |
P
S
|
14,924 | $1,300,189 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
QCRH
QCR HLDGS INC
|
Financial Services | 0.47% | 0.40% |
#42
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
12,083 | $1,182,601 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
AAPL
APPLE INC
|
Technology | 0.46% | 0.34% |
#43
2
Prev: #45
|
1.2 |
—
|
no change | no change |
P
S
|
3,418 | $1,138,262 | 2017 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.43% | 0.36% |
#44
Prev: #44
|
0.7 |
—
|
-14 | -0.4% |
P
S
|
3,201 | $1,058,987 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SSBI
SUMMIT ST BK SA...
|
Financial Services | 0.36% | 0.34% |
#45
1
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
72,575 | $891,948 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
COSO
COASTALSOUTH BA...
|
Financial Services | 0.35% | 0.30% |
#46
1
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
33,046 | $866,466 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
BPOP
POPULAR INC
|
Financial Services | 0.32% | 0.29% |
#47
1
Prev: #48
|
0.6 |
—
|
-73 | -1.4% |
P
S
|
5,142 | $799,247 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.31% | 0.29% |
#48
1
Prev: #49
|
1.1 |
—
|
no change | no change |
P
S
|
4,081 | $767,554 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
CBFV
CB FINL SVCS IN...
|
Financial Services | 0.28% | 0.24% |
#49
4
Prev: #53
|
1.1 |
—
|
no change | no change |
P
S
|
18,903 | $696,008 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-28 | |||
|
SPFI
SOUTH PLAINS FI...
|
Financial Services | 0.28% | 0.39% |
#50
7
Prev: #43
|
0.1 |
—
|
-9,858 | -37.3% |
P
S
|
16,573 | $691,591 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-28 |
Showing 1-50 of 94 holdings