DOSSIER · 13F-HR · Q2 2026

SALZHAUER MICHAEL

$292M in tracked AUM across 89 positions as of Q2 2026.

SM
CIK 0001059543 · last filed Jun 30, 2026
Total AUM
$292M
as of Q2 2026
Holdings
89
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SouthState Bank Corp's CUSIP was reissued this quarter, and Salzhauer Michael's filing technically shows it as a $2.97 million sale paired with a $2.92 million purchase — but the share count itself never moved: 31,581 shares before, 31,581 after. It's one of several genuinely static positions in this 75-name, all-financials book — JPMorgan (3,215 shares), Apple (3,418 shares), PNC (9,598 shares), and WSFS Financial (19,329 shares) all sat completely unchanged too. That stillness sits beside real, sizable buying elsewhere: Citigroup grew 63.8% in share count, a genuine $11.4 million purchase, and Bank of America grew 14.2% (a real $7.1 million buy) even as its reported value fell $26.7 million on price alone. Four full exits — led by a $7.6 million Synovus Financial liquidation — freed capital for new stakes in Fifth Third Bancorp and Commerce Bancshares.

Several other positions were just as still

SouthState wasn't the only name left untouched. JPMorgan Chase (3,215 shares), Apple (3,418 shares), PNC Financial (9,598 shares), WSFS Financial (19,329 shares), Morgan Stanley (4,131 shares), and several smaller regional names all carried the exact same share count from one quarter to the next — thirteen positions in total sat completely static in a 75-name, almost entirely bank-focused book.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BAC
BANK OF AMER CORP
$90M2.0M30.7%
02
C
CITIGROUP INC
$35M567K12.0%
03
72348N109
PINNACLE FINL PARTNERS INC
$15M149K5.1%
04
PGC
PEAPACK-GLADSTONE FINL CORP
$10M217K3.5%
05
COF
CAPITAL ONE FINL CORP
$10M50K3.4%
06
BANC
BANC OF CALIFORNIA INC
$10M669K3.4%
07
SMBK
SMARTFINANCIAL INC
$10M211K3.4%
08
FRST
PRIMIS FINANCIAL CORP
$8M472K2.6%
09
WFC
WELLS FARGO & CO
$8M144K2.6%
10
SBCF
SEACOAST BKG CORP FLA
$6M192K2.2%

Filing history

2026Q2Jun 30
$292M 37.8%
89 positionsView →
2026Q1Mar 31
$212M 13.1%
75 positionsView →
2025Q4Dec 31
$244M 17.2%
94 positionsView →
2025Q3Sep 30
$208M 21.9%
93 positionsView →
2025Q2Jun 30
$171M 4.4%
80 positionsLocked
2025Q1Mar 31
$164M 16.2%
87 positionsLocked
2024Q4Dec 31
$195M 19.7%
80 positionsLocked
2024Q3Sep 30
$163M 26.9%
93 positionsLocked
2024Q2Jun 30
$129M 1.8%
89 positionsLocked
2024Q1Mar 31
$131M 11.3%
93 positionsLocked
2023Q4Dec 31
$118M 25.3%
87 positionsLocked
2023Q3Sep 30
$94M 2.0%
79 positionsLocked
Showing 12 of 43