StockDriftsStockDriftsTop 50 Salzhauer Michael Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | 31.34% | 1.50M | $85.2M | -29.15%(-615.30K) | $46.83(+39.00%) | 2026-06-30 | |
| C | CITIGROUP INC | 8.16% | 158.4K | $22.2M | -78.23%(-569.38K) | $110.55(+26.78%) | 2026-06-30 | |
| PNFP | PINNACLE FINL PARTNERS INC | 5.51% | 148.6K | $15.0M | new | $83.56(+28.47%) | 2026-06-30 | |
| PGC | PEAPACK-GLADSTONE FINL CORP | 3.77% | 216.6K | $10.3M | -15.29%(-39.11K) | $26.09(+77.72%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORP | 3.69% | 50.0K | $10.0M | +256.15%(+35.96K) | $187.61(+18.04%) | 2026-06-30 | |
| SMBK | SMARTFINANCIAL INC | 3.64% | 211.0K | $9.9M | -0.78%(-1.66K) | $22.32(+136.43%) | 2026-06-30 | |
| BANC | BANC OF CALIFORNIA INC | 3.52% | 468.6K | $9.6M | -20.42%(-120.20K) | $15.20(+29.89%) | 2026-06-30 | |
| FRST | PRIMIS FINANCIAL CORP | 2.84% | 471.8K | $7.7M | -31.62%(-218.13K) | $13.28(+25.43%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 2.56% | 84.3K | $7.0M | -41.00%(-58.57K) | $67.56(+32.41%) | 2026-06-30 | |
| SBCF | SEACOAST BKG CORP FLA | 2.35% | 191.9K | $6.4M | -1.54%(-3.00K) | $24.43(+47.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.05% | +95.55% | +6.64% | +37.94% |
| Top 20 Holdings Unweighted | +24.11% | +91.19% | +7.25% | +41.92% |
Salzhauer Michael reports $292.44M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are BAC (31.3%), C (8.2%) and PNFP (5.5%). The top 20 holdings account for 80.28% of reported assets. Its disclosed equity book has returned +95.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Salzhauer Michael’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1059543). View Salzhauer Michael’s 13F filings on SEC