Salzhauer Michael 13F 持仓 · 2026年Q2
Salzhauer Michael 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 79 只证券，申报市值合计 2.92 亿美元。前几大持仓：BAC（30.67%）、C（12.04%）、PNFP（5.13%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BAC | BANK OF AMER CORP | $89.7M | 30.67% | 2.0M | 减持 |
| 2 | C | CITIGROUP INC | $35.2M | 12.04% | 567,327 | 减持 |
| 3 | PNFP | PINNACLE FINL PARTNERS INC | $15.0M | 5.13% | 148,566 | 新建仓 |
| 4 | PGC | PEAPACK-GLADSTONE FINL CORP | $10.3M | 3.51% | 216,632 | 减持 |
| 5 | COF | CAPITAL ONE FINL CORP | $10.0M | 3.43% | 49,996 | 增持 |
| 6 | BANC | BANC OF CALIFORNIA INC | $9.9M | 3.39% | 668,559 | 增持 |
| 7 | SMBK | SMARTFINANCIAL INC | $9.9M | 3.39% | 211,013 | 减持 |
| 8 | FRST | PRIMIS FINANCIAL CORP | $7.7M | 2.64% | 471,795 | 减持 |
| 9 | WFC | WELLS FARGO & CO | $7.7M | 2.64% | 144,289 | 增持 |
| 10 | SBCF | SEACOAST BKG CORP FLA | $6.4M | 2.18% | 191,867 | 减持 |
| 11 | FSUN | FIRSTSUN CAP BANCORP | $5.5M | 1.87% | 140,987 | 增持 |
| 12 | WAL | WESTERN ALLIANCE BANCORP | $4.5M | 1.54% | 54,721 | 增持 |
| 13 | HTB | HOMETRUST BANCSHARES INC | $3.9M | 1.34% | 78,725 | 持平 |
| 14 | FHN | FIRST HORIZON CORPORATION | $3.6M | 1.23% | 281,446 | 减持 |
| 15 | PFS | PROVIDENT FINL SVCS INC | $3.6M | 1.23% | 152,203 | 持平 |
| 16 | SSB | SOUTHSTATE BK CORP | $3.2M | 1.08% | 31,581 | 持平 |
| 17 | FBK | FB FINL CORP | $3.1M | 1.05% | 55,665 | 减持 |
| 18 | FITB | FIFTH THIRD BANCORP | $2.8M | 0.97% | 50,194 | 增持 |
| 19 | TFC | TRUIST FINL CORP | $2.7M | 0.92% | 53,937 | 持平 |
| 20 | TCBX | THIRD COAST BANCSHARES INC | $2.5M | 0.86% | 61,899 | 增持 |
| 21 | CBSH | COMMERCE BANCSHARES INC | $2.5M | 0.85% | 42,916 | 增持 |
| 22 | PNC | PNC FINL SVCS GROUP INC | $2.4M | 0.81% | 9,598 | 持平 |
| 23 | CFG | CITIZENS FINL GROUP INC | $2.3M | 0.78% | 121,391 | 持平 |
| 24 | CNOB | CONNECTONE BANCORP INC | $2.2M | 0.76% | 66,680 | 减持 |
| 25 | DCOM | DIME COML BANCSHARES INC | $2.2M | 0.75% | 54,202 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR