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Terry Maltese

@Maltese Capital Management Llc

Latest period2024 - Q3ReportedManaged Assets$651.925MTotal holdings103
Assets growth rate20.44%Assets growth rate (2-Q avg)12.35%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Maltese Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Maltese Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 651.925M in assets, with a quarterly growth rate of 20.44% and a 2-quarter average growth rate of 12.35%. The portfolio is managed by Terry Maltese, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HFWAHeritage Finl Corp Wash
Recent Activity
Exited
0%
$2.885M
160,000 shares@ $18.03 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Exited
0%
$2.744M
23,800 shares@ $115.31 avg price
STBAS & T Bancorp Inc
Recent Activity
Exited
0%
$2.17M
65,000 shares@ $33.39 avg price
AMPAmeriprise Finl Inc
Recent Activity
Exited
0%
$1.773M
4,150 shares@ $427.2 avg price
OCFCOceanfirst Finl Corp
Recent Activity
Exited
0%
$1.56M
98,200 shares@ $15.89 avg price
NBTBNbt Bancorp Inc
Recent Activity
Exited
0%
$1.048M
27,150 shares@ $38.6 avg price
BENFranklin Resources Inc
Recent Activity
Exited
0%
$670,500
30,000 shares@ $22.35 avg price
CARECarter Bankshares Inc
Recent Activity
Exited
0%
$229,824
15,200 shares@ $15.12 avg price
SBTSterling Bancorp Inc
Recent Activity
Exited
0%
$193,510
37,000 shares@ $5.23 avg price