Salzhauer Michael
Salzhauer Michael reported 74 US-listed holdings worth $237.3 million in its 13F for the quarter ended 30 September 2026, filed 28 October 2026. Its largest: Bank of America Corp. (28.6%), Citigroup Inc. (9.1%) and Pinnacle Financial Partners, Inc. (6.5%). Against the quarter before, it opened 1 position, added to 8, trimmed 33 and sold out of 6.
The 14 largest of its 74 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 1
- Private Bancorp Of America Inc PBAM$1.8 million
Added to 8
- Pinnacle Financial Partners, Inc. PNFP+15,703 shares · +11%
- Citigroup Inc. C+8,063 shares · +5%
- Third Coast Bancshares Inc. TCBX+10,213 shares · +16%
- Burke Herbert Finl Svcs Corp. BHRB+3,902 shares · +19%
- Capital One Financial Corp. COF+615 shares · +1%
- Unity Bancorp Inc UNTY+2,100 shares · +8%
- Valley National Bancorp VLY+6,700 shares · +20%
- Western Alliance Bancorporation WAL+319 shares · +1%
Trimmed 33
- Bank of America Corp. BAC-248,692 shares · -17%
- Smartfinancial Inc. SMBK-70,118 shares · -33%
- Firstsun Capital Bancor FSUN-42,144 shares · -30%
- Banc of California, Inc. BANC-57,173 shares · -12%
- Peapack-Gladstone Finl Corp. PGC-15,354 shares · -7%
- Commerce Bancshares Inc. CBSH-10,000 shares · -23%
- Hanmi Financial Corp. HAFC-16,694 shares · -44%
- South Plains Financial Inc. SPFI-9,858 shares · -37%
and 25 more in the table below
Sold out of 6
- Civista Bancshares Inc. CIVB$548,032 last quarter
- Green Dot Corp. GDOT$313,500 last quarter
- Allstate Corp. ALL$306,229 last quarter
- Sphere Entertainment Co. SPHR$227,361 last quarter
- Colony Bankcorp Inc. CBAN$200,900 last quarter
- Blue Ridge Bankshares Inc. Va BRBS$197,680 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Bank of America Corp. BAC | 1.2M | $67.9 million | 28.60% | -248.7K |
| Citigroup Inc. C | 166.5K | $21.6 million | 9.08% | +8.1K |
| Pinnacle Financial Partners, Inc. PNFP | 164.3K | $15.4 million | 6.48% | +15.7K |
| Capital One Financial Corp. COF | 50.6K | $9.8 million | 4.12% | +615 |
| Peapack-Gladstone Finl Corp. PGC | 201.3K | $8.8 million | 3.70% | -15.4K |
| Banc of California, Inc. BANC | 411.4K | $7.1 million | 2.99% | -57.2K |
| Smartfinancial Inc. SMBK | 140.9K | $7.0 million | 2.94% | -70.1K |
| Primis Financial Corp. Com FRST | 450.6K | $6.9 million | 2.90% | -21.2K |
| Wells Fargo & Company WFC | 81.7K | $6.5 million | 2.75% | -2.6K |
| Seacoast Banking Corp. of Florida SBCF | 179.8K | $5.7 million | 2.41% | -12.1K |
| Western Alliance Bancorporation WAL | 55.0K | $4.1 million | 1.74% | +319 |
| Firstsun Capital Bancor FSUN | 98.8K | $3.8 million | 1.61% | -42.1K |
| Hometrust Bancshares Inc. HTB | 74.4K | $3.4 million | 1.44% | -4.3K |
| Provident Financial Services Inc. PFS | 150.7K | $3.3 million | 1.41% | -1.5K |
| Third Coast Bancshares Inc. TCBX | 72.1K | $3.1 million | 1.29% | +10.2K |
| SouthState Bank Corp. SSB | 30.2K | $3.0 million | 1.27% | -1.4K |
| FB Financial Corp. FBK | 55.7K | $2.9 million | 1.21% | no change |
| First Horizon Corp. FHN | 119.1K | $2.7 million | 1.16% | -12.3K |
| Fifth Third Bancorp FITB | 50.2K | $2.5 million | 1.07% | -3 |
| Truist Financial Corp. TFC | 53.9K | $2.5 million | 1.05% | -3 |
| PNC Financial Services Group, Inc. PNC | 9.6K | $2.1 million | 0.90% | no change |
| Virginia Natl Bankshares Cor VABK | 44.3K | $2.1 million | 0.89% | -1.4K |
| ConnectOne Bancorp, Inc. CNOB | 66.5K | $2.0 million | 0.84% | -200 |
| Dime Commercial Bancshares, Inc. DCOM | 49.2K | $1.9 million | 0.82% | -5.0K |
| Private Bancorp Of America Inc PBAM | 21.2K | $1.8 million | 0.76% | new |
| Commerce Bancshares Inc. CBSH | 32.9K | $1.8 million | 0.76% | -10.0K |
| Huntington Bancshares Inc. HBAN | 117.2K | $1.8 million | 0.75% | -1.9K |
| Regions Financial Corp. RF | 66.3K | $1.8 million | 0.75% | -122 |
| Hancock Whitney Corp. HWC | 24.2K | $1.7 million | 0.74% | -15 |
| Burke Herbert Finl Svcs Corp. BHRB | 24.1K | $1.7 million | 0.70% | +3.9K |
| Shore Bancshares Inc. SHBI | 72.2K | $1.6 million | 0.68% | -200 |
| Unity Bancorp Inc UNTY | 27.8K | $1.5 million | 0.63% | +2.1K |
| Townebank Portsmouth Va TOWN | 42.1K | $1.5 million | 0.63% | -5.0K |
| Wsfs Financial Corp. WSFS | 19.3K | $1.5 million | 0.62% | no change |
| Amerant Bancorp Inc. AMTB | 50.0K | $1.4 million | 0.60% | no change |
| Uscb Financial Holdings Inc. USCB | 62.2K | $1.4 million | 0.57% | -400 |
| Citizens Financial Group Inc. CFG | 21.1K | $1.3 million | 0.57% | -300 |
| CF Bankshares Inc. CFBK | 39.0K | $1.3 million | 0.56% | no change |
| Metropolitan BK Hldg Corp. MCB | 14.9K | $1.3 million | 0.55% | -3.0K |
| QCR Holdings Inc. QCRH | 12.1K | $1.2 million | 0.50% | no change |
| Apple Inc. AAPL | 3.4K | $1.1 million | 0.48% | no change |
| JPMorgan Chase & Co. JPM | 3.2K | $1.1 million | 0.45% | -14 |
| Summit ST BK Santa Rosa Cali SSBI | 72.6K | $891,948 | 0.38% | no change |
| CoastalSouth Bancshares, Inc. COSO | 33.0K | $866,466 | 0.37% | no change |
| Popular, Inc. BPOP | 5.1K | $799,247 | 0.34% | -73 |
| Morgan Stanley MS | 4.1K | $767,554 | 0.32% | no change |
| CB Financial Services Inc CBFV | 18.9K | $696,008 | 0.29% | no change |
| South Plains Financial Inc. SPFI | 16.6K | $691,591 | 0.29% | -9.9K |
| Hanmi Financial Corp. HAFC | 21.5K | $664,566 | 0.28% | -16.7K |
| Metlife Inc. MET | 6.9K | $648,386 | 0.27% | no change |
| Columbia Banking System, Inc. COLB | 21.2K | $606,263 | 0.26% | -1.5K |
| Ameris Bancorp ABCB | 7.3K | $582,484 | 0.25% | -51 |
| United Community Banks Inc. UCB | 17.0K | $568,017 | 0.24% | no change |
| Orrstown Finl Svcs Inc. ORRF | 13.7K | $557,326 | 0.23% | no change |
| Valley National Bancorp VLY | 40.9K | $516,158 | 0.22% | +6.7K |
| AT&T Inc. T | 19.5K | $475,751 | 0.20% | no change |
| Zions Bancorporation, National Association ZION | 7.2K | $451,080 | 0.19% | no change |
| Atlantic Union Bankshares Corp. AUB | 11.9K | $450,542 | 0.19% | -4.7K |
| Keycorp KEY | 21.3K | $428,133 | 0.18% | -182 |
| MSG Knickerbockers Corp. MSGS | 992 | $401,968 | 0.17% | no change |
| Bristol-Myers Squibb Co. BMY | 6.1K | $377,707 | 0.16% | no change |
| Verizon Communications Inc. VZ | 7.5K | $345,309 | 0.15% | no change |
| Visa Inc. V | 800 | $287,464 | 0.12% | no change |
| Hartford Insurance Group, Inc. HIG | 2.2K | $274,821 | 0.12% | no change |
| Black Hills Corp. BKH | 3.9K | $273,312 | 0.12% | no change |
| Independent Bank Corp. INDB | 3.5K | $268,824 | 0.11% | no change |
| Chubb Ltd. CB | 824 | $268,006 | 0.11% | no change |
| Kinetik Holdings Inc. KNTK | 5.3K | $266,060 | 0.11% | no change |
| Travelers Companies, Inc. TRV | 700 | $249,557 | 0.11% | no change |
| First Trust Morningstar Divid L FDL | 4.7K | $229,638 | 0.10% | -77 |
| Cisco Systems, Inc. CSCO | 2.0K | $215,260 | 0.09% | no change |
| Cresud S A C I F Y A CRESY | 10.0K | $115,100 | 0.05% | no change |
| Uwm Holdings Corporation UWMC | 96.3K | $113,579 | 0.05% | -87.1K |
| American International Group, Inc. AIG | 130 | $9,710 | 0.00% | no change |
Read more
Change is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Citigroup Inc. C | Calls | 358.9K | $6.2 million |
| Bank of America Corp. BAC | Calls | 1.1M | $4.1 million |
| Wells Fargo & Company WFC | Calls | 60.0K | $591,000 |
| Citizens Financial Group Inc. CFG | Calls | 100.0K | $250,000 |
| Keycorp KEY | Calls | 160.4K | $198,600 |
| Banc of California, Inc. BANC | Calls | 200.0K | $100,000 |
| Huntington Bancshares Inc. HBAN | Calls | 81.5K | $61,825 |
| Flagstar Bank, National Association FLG | Calls | 80.0K | $60,000 |
| Uwm Holdings Corporation UWMC | Calls | 200.0K | $60,000 |
| American International Group, Inc. AIG | Calls | 30.0K | $55,500 |
| Cisco Systems, Inc. CSCO | Calls | 7.0K | $32,900 |
| Valley National Bancorp VLY | Calls | 200.0K | $20,000 |
| First Horizon Corp. FHN | Calls | 150.0K | $15,000 |
| Pinnacle Financial Partners, Inc. PNFP | Calls | 3.1K | $2,163 |
14 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.