1y return+30.2%S&P 500 +20.9%
3y return+89.7%S&P 500 +68.5%
5y return+51.1%S&P 500 +74.5%
10y return+196.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $297 against $357 in the S&P 500.2
Maltese Capital Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SSBSouthstate Bk Corp | $19.5M | 3.6% | −2.5% |
| USBUs Bancorp | $16.7M | 3.0% | +49.4% |
| FSUNFirstsun Cap Bancorp | $15.7M | 2.9% | +555.3% |
| FRSTPrimis Financial Corp | $14.7M | 2.7% | −5.1% |
| NBHCNational Bk Hldgs Corp | $14.3M | 2.6% | +6.3% |
| CCNECnb Finl Corp Pa | $14.2M | 2.6% | −6.1% |
| HBNCHorizon Bancorp Ind | $14.2M | 2.6% | −6.2% |
| EQBKEquity Bancshares Inc | $13.8M | 2.5% | −1.2% |
| BACBank Of Amer Corp | $12.8M | 2.3% | −9.9% |
| COLBColumbia Bkg Sys Inc | $12.4M | 2.3% | +13.1% |
| CCitigroup Inc | $11.0M | 2.0% | −30.8% |
| AMTBAmerant Bancorp Inc | $10.7M | 2.0% | −14.7% |
| MTBM & T Bk Corp | $10.5M | 1.9% | −10.5% |
| NICNicolet Bankshares Inc | $9.9M | 1.8% | +2.3% |
| IBOCInternational Bancshares Cor | $9.7M | 1.8% | −3.5% |
| NPBNorthpointe Bancshares Inc. | $9.5M | 1.7% | −13.0% |
| CBCCentral Bancompany | $8.9M | 1.6% | −22.6% |
| CFGCitizens Finl Group Inc | $8.8M | 1.6% | +17.2% |
| UNTYUnity Bancorp Inc | $8.4M | 1.5% | −1.7% |
| FCCOFirst Cmnty Corp S C | $8.2M | 1.5% | −2.3% |
| FFBC1st Finl Bancorp | $8.2M | 1.5% | −1.3% |
| PFBCPreferred Bk Los Angeles Ca | $8.2M | 1.5% | −7.9% |
| HBANHuntington Bancshares Inc | $7.9M | 1.4% | +20.7% |
| CHYMChime Finl Inc | $7.7M | 1.4% | −5.7% |
| BUSEFirst Busey Corp | $7.7M | 1.4% | +9.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ABCBAmeris Bancorp | June 30, 2020 | +282.6% | $5.9M |
| QCRHQcr Hldgs Inc | June 30, 2020 | +212.2% | $7.3M |
| IBOCInternational Bancshares Cor | September 30, 2020 | +191.4% | $9.7M |
| CCitigroup Inc | June 30, 2020 | +173.9% | $11.0M |
| JPMJpmorgan Chase & Co | March 31, 2023 | +151.2% | $7.4M |
| PFBCPreferred Bk Los Angeles Ca | June 30, 2020 | +148.0% | $8.2M |
| FCCOFirst Cmnty Corp S C | June 30, 2020 | +115.7% | $8.2M |
| PCBPcb Bancorp | March 31, 2021 | +89.1% | $5.9M |
| FFBC1st Finl Bancorp | September 30, 2023 | +72.6% | $8.2M |
| UNTYUnity Bancorp Inc | September 30, 2024 | +72.3% | $8.4M |
Sold off last quarter
- First Fndtn IncCUSIP 32026V104 was $13.1M
- SCHWSchwab Charles Corp was $4.2M
- CCBGCapital City Bank was $2.0M
- AMGAffiliated Managers Group was $1.4M
- WTFCWintrust Finl Corp was $1.3M
- WRIVWhite River Bancshares Co was $1.1M
- SFStifel Finl Corp was $739K
- VCTRVictory Cap Hldgs Inc Del was $655K
- WFCWells Fargo & Co was $567K
- TROWPrice T Rowe Group Inc was $451K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.7% | +14.8% |
| March 31, 2026 | +0.1% | −4.6% |
| December 31, 2025 | +6.6% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +5.6% | +10.5% |
| March 31, 2025 | −6.5% | −4.6% |
| December 31, 2024 | +6.7% | +2.1% |
| September 30, 2024 | +12.9% | +5.4% |
| June 30, 2024 | −2.0% | +4.0% |
| March 31, 2024 | +0.4% | +10.0% |
| December 31, 2023 | +22.5% | +11.2% |
| September 30, 2023 | +1.6% | −3.6% |
| June 30, 2023 | −0.7% | +8.3% |
| March 31, 2023 | −13.7% | +7.0% |
| December 31, 2022 | +4.8% | +7.1% |
| September 30, 2022 | −0.6% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +5.5% | +10.7% |
| September 30, 2021 | +3.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Maltese Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1040762&type=13F-HR&dateb=&owner=include&count=40CIK 1040762
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1040762/000091957426005494/Filed August 14, 2026 · accession 0000919574-26-005494