Salzhauer Michael

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Salzhauer Michael reported 75 stock positions worth $212.2 million. Its top holding was Bank of America (BAC) at 26.8% of the portfolio, followed by Citigroup (C, 13.8%) and Primis Financial (FRST, 4.3%). Compared with Q4 2025, it opened 5 new positions, sold out of 8, added to 30 and reduced 10. The biggest buy was Citigroup (C, shares +842%) and the biggest sale an exit from Synovus Financial (SNV).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001059543
Portfolio Value
$212.2M (Q1 2026)
SEC Filing
0001059543-26-000002 ↗ filed May 5, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $124.6M Q1 2024 Q2 2024: $123.9M Q2 2024 Q3 2024: $157.3M Q3 2024 Q4 2024: $195.4M Q4 2024 Q1 2025: $156.6M Q1 2025 Q2 2025: $158.6M Q2 2025 Q3 2025: $195.1M Q3 2025 Q4 2025: $225.5M Q4 2025 Q1 2026: $212.2M $212.2M Q1 2026 Q2 2026: $271.9M Q2 2026

Holdings 75 stocks · $212.2M
BAC Bank of America Corp. filed as BANK AMERICA CORP 26.80% 2,110,909 $56.9M Add +49.6%
C Citigroup Inc. 13.85% 727,806 $29.4M Add +841.5%
FRST Primis Financial Corp. 4.32% 689,921 $9.2M Reduce -7.3%
PGC Peapack Gladstone Finl Corp. 4.24% 255,739 $9.0M Reduce -5.0%
SMBK Smartfinancial Inc. 3.92% 212,670 $8.3M Reduce -5.9%
WFC Wells Fargo & Co. 3.44% 142,860 $7.3M Add +73.3%
BANC Banc of California Inc. 3.32% 588,756 $7.1M Add +30.2%
SBCF Seacoast Banking Corp. 2.78% 194,867 $5.9M Add +0.1%
FSUN Firstsun Capital Bancorp 2.42% 140,960 $5.1M No change
WAL Western Alliance Bancorp 1.81% 54,209 $3.8M Add +16.1%
HTB Hometrust Bancshares Inc. 1.58% 78,725 $3.4M Add +0.3%
PFS Provident Financial Services 1.52% 152,203 $3.2M Add +18.7%
FHN First Horizon Corp. 1.49% 282,058 $3.2M Add +124.3%
SSB Southstate Bank Corp. 1.38% 31,581 $2.9M No change
FBK FB Financial Corp. filed as FB FINL CORP 1.36% 55,694 $2.9M Reduce -5.1%
COF Capital One Financial Corp. 1.21% 14,038 $2.6M Add +9.1%
TFC Truist Financial Corp. 1.17% 53,937 $2.5M Reduce -0.7%
FITB Fifth Third Bancorp 1.07% 49,003 $2.3M New
CBSH Commerce Bancshares Inc. 0.99% 42,816 $2.1M New
DCOM Dime Commercial Bancshares I filed as DIME CMNTY BANCSHARES INC 0.99% 62,202 $2.1M No change
PNC PNC Financial Services Group 0.94% 9,598 $2.0M No change
HBAN Huntington Bancshares Inc. 0.88% 119,107 $1.9M Add +2.6%
CNOB Connectone Bancorp Inc. 0.85% 67,430 $1.8M Add +0.5%
VABK Virginia National Bankshares 0.82% 45,672 $1.7M Add +11.3%
RF Regions Financial Corp. 0.82% 66,450 $1.7M No change
CFG Citizens Financial Group 0.76% 121,391 $1.6M Add +467.5%
TOWN Towne Bank 0.75% 47,121 $1.6M Add +62.1%
TCBX Third Coast Bancshares Inc. 0.73% 40,753 $1.5M Add +1.2%
HWC Hancock Whitney Corp. 0.73% 24,232 $1.5M Add +4.8%
MCB Metropolitan Bank Holding Co. 0.70% 17,893 $1.5M Reduce -25.3%
HAFC Hanmi Financial Corporation 0.67% 54,171 $1.4M Add +15.4%
SHBI Shore Bancshares Inc. 0.64% 72,357 $1.4M Add +0.4%
WSFS WSFS Financial Corp. 0.60% 19,329 $1.3M No change
CFBK CF Bankshares Inc. 0.51% 39,003 $1.1M Add +45.7%
QCRH QCR Holdings Inc. filed as QCR HLDGS INC 0.49% 12,250 $1.0M Add +0.4%
UNTY Unity Bancorp Inc. 0.47% 19,424 $1.0M Add +106.1%
USCB Uscb Financial Holdings Inc. 0.46% 52,629 $976K Add +15.1%
SSBI Summit State Bank 0.46% 72,575 $970K Reduce -21.5%
JPM JPMorgan Chase & Co. 0.45% 3,215 $946K No change
SPFI South Plains Financial Inc. 0.45% 22,546 $945K No change
AAPL Apple Inc. 0.41% 3,418 $867K No change
KEY Keycorp 0.39% 201,914 $838K Add +263.1%
COSO Coastal South Bancshares Inc. 0.38% 33,046 $813K Add +0.9%
BPOP Popular Inc. 0.33% 5,215 $700K Reduce -3.3%
LNKB Linkbancorp Inc. 0.32% 81,685 $681K Add +50.2%
MS Morgan Stanley 0.32% 4,131 $680K No change
CBFV CB Financial Services Inc. filed as CB FINL SVCS INC 0.30% 18,903 $646K No change
COLB Columbia Banking System Inc. 0.29% 22,686 $622K No change
AUB Atlantic Union Bankshares Co. 0.28% 16,578 $592K No change
ABCB Ameris Bancorp 0.27% 7,376 $575K No change
T AT&T Inc. 0.27% 19,498 $565K No change
UCB United Community Banks 0.25% 17,032 $536K No change
ORRF Orrstown Finl Services Inc. 0.23% 13,734 $496K No change
MET Metlife Inc. 0.23% 6,886 $487K No change
CIVB Civista Bancshares Inc. 0.21% 19,420 $443K No change
AMTB Amerant Bancorp Inc. 0.21% 20,000 $441K No change
ZION Zions Bancorp NA 0.20% 7,200 $415K Add +38.5%
VZ Verizon Communications Inc. 0.18% 7,528 $378K No change
BMY Bristol-Myers Squibb Co. 0.18% 11,853 $376K Add +95.8%
VLY Valley National Bancorp 0.17% 160,000 $363K New
BHRB Burke & Herbert Financial SE 0.17% 5,783 $360K New
SCHL Scholastic Corp. 0.16% 8,761 $342K Reduce -50.5%
MSGS Madison Square Garden Sports 0.15% 992 $319K No change
UWMC Uwm Holdings Corp. 0.14% 564,388 $308K Add +630.7%
HIG Hartford Insurance Group Inc. 0.14% 2,246 $304K No change
CB Chubb Ltd. 0.13% 824 $269K No change
ALL Allstate Corp. 0.13% 1,287 $267K No change
INDB Independent Bank Corp. 0.13% 3,529 $265K No change
V Visa Inc. Class A 0.11% 800 $242K No change
FDL First Trust Morn DVD Lead Inc. 0.11% 4,753 $241K No change
BAFN Bayfirst Financial Corp. 0.10% 34,606 $220K Reduce -35.8%
TRV The Travelers Cos Inc. 0.10% 700 $204K No change
PFE Pfizer Inc. 0.09% 7,135 $200K New
CRESY Cresud S.A.-Spons ADR 0.06% 10,000 $127K No change
BMNR Bitmine Immersion Technologi 0.00% 10,500 $525 Add +98.1%

Portfolio Sells Q4 2025 → Q1 2026
SNV Synovus Financial Corp. Sold out 0.00% −3.36
PNFP Pinnacle Financial Partners Sold out 0.00% −1.56
WBS Webster Financial Corp. Sold out 0.00% −1.12
CMA Comerica Inc. Sold out 0.00% −1.03
FRST Primis Financial Corp. Reduce -7.3% 4.32% −0.28
CARE Carter Bankshares Inc. Sold out 0.00% −0.24
XOM Exxon Mobil Corp. Sold out 0.00% −0.24
VBNK Versabank Sold out 0.00% −0.14
AFBI Affinity Bancshares Inc. Sold out 0.00% −0.14
MCB Metropolitan Bank Holding Co. Reduce -25.3% 0.70% −0.11
FBK FB Financial Corp. Reduce -5.1% 1.36% −0.09
BAFN Bayfirst Financial Corp. Reduce -35.8% 0.10% −0.08
SCHL Scholastic Corp. Reduce -50.5% 0.16% −0.07
SSBI Summit State Bank Reduce -21.5% 0.46% −0.02
TFC Truist Financial Corp. Reduce -0.7% 1.17% −0.02
BPOP Popular Inc. Reduce -3.3% 0.33% +0.03
SMBK Smartfinancial Inc. Reduce -5.9% 3.92% +0.21
PGC Peapack Gladstone Finl Corp. Reduce -5.0% 4.24% +0.92

Portfolio Buys Q4 2025 → Q1 2026
C Citigroup Inc. Add +841.5% 13.85% +9.85
FITB Fifth Third Bancorp New 1.07% +1.07
CBSH Commerce Bancshares Inc. New 0.99% +0.99
PFS Provident Financial Services Add +18.7% 1.52% +0.40
TOWN Towne Bank Add +62.1% 0.75% +0.32
UNTY Unity Bancorp Inc. Add +106.1% 0.47% +0.26
CFBK CF Bankshares Inc. Add +45.7% 0.51% +0.22
CFG Citizens Financial Group Add +467.5% 0.76% +0.21
VLY Valley National Bancorp New 0.17% +0.17
BHRB Burke & Herbert Financial SE New 0.17% +0.17
FHN First Horizon Corp. Add +124.3% 1.49% +0.16
LNKB Linkbancorp Inc. Add +50.2% 0.32% +0.12
HAFC Hanmi Financial Corporation Add +15.4% 0.67% +0.11
VABK Virginia National Bankshares Add +11.3% 0.82% +0.10
PFE Pfizer Inc. New 0.09% +0.09
HTB Hometrust Bancshares Inc. Add +0.3% 1.58% +0.09
USCB Uscb Financial Holdings Inc. Add +15.1% 0.46% +0.09
HWC Hancock Whitney Corp. Add +4.8% 0.73% +0.07
SHBI Shore Bancshares Inc. Add +0.4% 0.64% +0.07
CNOB Connectone Bancorp Inc. Add +0.5% 0.85% +0.07
WAL Western Alliance Bancorp Add +16.1% 1.81% +0.07
SBCF Seacoast Banking Corp. Add +0.1% 2.78% +0.07
ZION Zions Bancorp NA Add +38.5% 0.20% +0.06
TCBX Third Coast Bancshares Inc. Add +1.2% 0.73% +0.05
COSO Coastal South Bancshares Inc. Add +0.9% 0.38% +0.05
QCRH QCR Holdings Inc. Add +0.4% 0.49% +0.04
WFC Wells Fargo & Co. Add +73.3% 3.44% +0.03
BMY Bristol-Myers Squibb Co. Add +95.8% 0.18% +0.03
UWMC Uwm Holdings Corp. Add +630.7% 0.14% −0.01
HBAN Huntington Bancshares Inc. Add +2.6% 0.88% −0.01
BMNR Bitmine Immersion Technologi Add +98.1% 0.00% −0.06
KEY Keycorp Add +263.1% 0.39% −0.11
COF Capital One Financial Corp. Add +9.1% 1.21% −0.18
BANC Banc of California Inc. Add +30.2% 3.32% −0.54
BAC Bank of America Corp. Add +49.6% 26.80% −7.63

Options Activity Q4 2025 → Q1 2026
C Citigroup Inc. call Sold out 366,900 $10.0Mbefore exit
BAC Bank of America Corp. call Sold out 387,500 $5.9Mbefore exit
CMA Comerica Inc. call Sold out 50,000 $1.2Mbefore exit
CFG Citizens Financial Group call Sold out 55,000 $451Kbefore exit
KEY Keycorp call Sold out 120,000 $290Kbefore exit
BANC Banc of California Inc. call Sold out 100,000 $220Kbefore exit
FHN First Horizon Corp. call Sold out 150,000 $195Kbefore exit
VLY Valley National Bancorp call Sold out 150,000 $188Kbefore exit
UWMC Uwm Holdings Corp. call Sold out 425,000 $148Kbefore exit
GLD SPDR Gold Shares put Sold out 30,000 $53Kbefore exit
BAC Bank of America Corp. put Sold out 50,000 $48Kbefore exit
AR Antero Resources Corp. call Sold out 35,000 $42Kbefore exit
BMNR Bitmine Immersion Technologi call Sold out 10,500 $39Kbefore exit
BMY Bristol-Myers Squibb Co. call Sold out 20,000 $38Kbefore exit
WFC Wells Fargo & Co. call Sold out 5,800 $31Kbefore exit
EGBN Eagle Bancorp Inc. call Sold out 20,000 $6Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 79$271.9MBAC, C, PNFP, PGC, COF
Q1 2026 75$212.2MBAC, C, FRST, PGC, SMBK
Q4 2025 78$225.5MBAC, FRST, C, BANC, SMBK
Q3 2025 82$195.1MBAC, C, FRST, WAL, TCBX
Q2 2025 74$158.6MBAC, WFC, FRST, SNV, SMBK
Q1 2025 77$156.6MBAC, WFC, SNV, SMBK, FRST
Q4 2024Amended 80$195.4MBAC, SNV, FRST, C, WFC
Q3 2024 78$157.3MBAC, SNV, FRST, SMBK, WFC
Q2 2024 72$123.9MBAC, SNV, FRST, WFC, SBCF
Q1 2024 78$124.6MBAC, FRST, SNV, WFC, SBCF