Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rosenthal | Henry Capital Advisors, Inc. (CIK 1697539) reported $102.2M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TBBK ($8.8M, 8.58%), KRE ($8.6M, 8.39%), WTFC ($5.0M, 4.87%), CASH ($4.7M, 4.59%), ESQ ($4.1M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TBBK | Bancorp Inc | $8.8M | 8.58% | 163,126 | Hold |
| 2 | KRE | S&P Regional Banks | $8.6M | 8.39% | 131,610 | Hold |
| 3 | WTFC | Wintrust Finacial Corp | $5.0M | 4.87% | 35,803 | Hold |
| 4 | CASH | Meta Finl Group Inc | $4.7M | 4.59% | 52,576 | Hold |
| 5 | ESQ | Esquire Finacial Hoildings Inc | $4.1M | 4.00% | 38,037 | Hold |
| 6 | SPFI | South Plains Financial Inc | $3.4M | 3.34% | 81,373 | Hold |
| 7 | CommerceWest Bank | $3.3M | 3.22% | 88,377 | Hold | |
| 8 | SYBT | Stock Yds Bancorp Inc | $3.0M | 2.91% | 44,923 | Hold |
| 9 | BANF | BancFirst Corp | $2.8M | 2.77% | 26,105 | Hold |
| 10 | FRME | First Merchants Corp | $2.8M | 2.73% | 72,064 | Hold |
| 11 | UNTY | Unity Bancorp Inc | $2.7M | 2.64% | 52,000 | Hold |
| 12 | LKFN | Lakeland Finl Corp | $2.5M | 2.41% | 42,854 | Hold |
| 13 | GABC | German Amern Bancorp Inc | $2.4M | 2.38% | 58,199 | Hold |
| 14 | FBIZ | First Bus Finl Svcs Inc Wis | $2.4M | 2.37% | 45,000 | Hold |
| 15 | HTBK | Heritage Commerce Corp | $2.4M | 2.32% | 190,055 | Added |
| 16 | NRIM | Northrim Bancorp Inc | $2.3M | 2.24% | 99,870 | Trimmed |
| 17 | MBWM | Mercantile Bank Corp | $2.3M | 2.22% | 45,000 | Hold |
| 18 | CCB | Coastal Financial Corp | $2.2M | 2.16% | 29,013 | Hold |
| 19 | FFIN | First Financial Bankshares Inc | $2.2M | 2.16% | 75,054 | Hold |
| 20 | CNOB | ConnectOne Bancorp Inc | $2.2M | 2.14% | 81,893 | Hold |
| 21 | VBNK | Versabank New | $2.2M | 2.12% | 131,426 | Trimmed |
| 22 | HTB | Hometrust Bancshares Inc | $2.1M | 2.09% | 50,047 | New |
| 23 | TOWN | TowneBank Portsmouth VA | $2.1M | 2.04% | 62,000 | Hold |
| 24 | SBCF | Seacost BKG Corporation | $2.1M | 2.01% | 67,704 | Hold |
| 25 | TCBX | Third Coast Bancshares | $2.0M | 1.98% | 51,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31