StockDriftsStockDriftsTop 50 Salzhauer Michael Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | 28.6% | 1.25M | $67.9M | -16.63%(-248.69K) | $46.83(+8.23%) | 2026-09-30 | |
| C | CITIGROUP INC | 9.08% | 166.5K | $21.6M | +5.09%(+8.06K) | $111.72(+9.82%) | 2026-09-30 | |
| PNFP | PINNACLE FINL PARTNERS INC | 6.48% | 164.3K | $15.4M | +10.57%(+15.70K) | $84.87(+17.51%) | 2026-09-30 | |
| COF | CAPITAL ONE FINL CORP | 4.12% | 50.6K | $9.8M | +1.23%(+615) | $187.72(+8.38%) | 2026-09-30 | |
| PGC | PEAPACK-GLADSTONE FINL CORP | 3.7% | 201.3K | $8.8M | -7.09%(-15.35K) | $26.09(+75.96%) | 2026-09-30 | |
| BANC | BANC OF CALIFORNIA INC | 2.99% | 411.4K | $7.1M | -12.20%(-57.17K) | $15.20(+20.22%) | 2026-09-30 | |
| SMBK | SMARTFINANCIAL INC | 2.94% | 140.9K | $7.0M | -33.23%(-70.12K) | $22.32(+118.64%) | 2026-09-30 | |
| FRST | PRIMIS FINANCIAL CORP | 2.9% | 450.6K | $6.9M | -4.50%(-21.23K) | $13.28(+11.16%) | 2026-09-30 | |
| WFC | WELLS FARGO & CO | 2.75% | 81.7K | $6.5M | -3.12%(-2.63K) | $67.56(+24.47%) | 2026-09-30 | |
| SBCF | SEACOAST BKG CORP FLA | 2.41% | 179.8K | $5.7M | -6.31%(-12.10K) | $24.43(+38.04%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.28% | +87.34% | +5.39% | +30.02% |
| Top 20 Holdings Unweighted | +22.10% | +82.02% | +5.53% | +30.88% |
Salzhauer Michael reports $249.12M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are BAC (28.6%), C (9.1%) and PNFP (6.5%). The top 20 holdings account for 79.22% of reported assets. Its disclosed equity book has returned +87.34% on a three-year cumulative basis. Figures reflect the Q3 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