Terminal · Institutions

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. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1TBBKBancorp Inc$8.8M8.58%163,126Hold
2KRES&P Regional Banks$8.6M8.39%131,610Hold
3WTFCWintrust Finacial Corp$5.0M4.87%35,803Hold
4CASHMeta Finl Group Inc$4.7M4.59%52,576Hold
5ESQEsquire Finacial Hoildings Inc$4.1M4.00%38,037Hold
6SPFISouth Plains Financial Inc$3.4M3.34%81,373Hold
7CommerceWest Bank$3.3M3.22%88,377Hold
8SYBTStock Yds Bancorp Inc$3.0M2.91%44,923Hold
9BANFBancFirst Corp$2.8M2.77%26,105Hold
10FRMEFirst Merchants Corp$2.8M2.73%72,064Hold
11UNTYUnity Bancorp Inc$2.7M2.64%52,000Hold
12LKFNLakeland Finl Corp$2.5M2.41%42,854Hold
13GABCGerman Amern Bancorp Inc$2.4M2.38%58,199Hold
14FBIZFirst Bus Finl Svcs Inc Wis$2.4M2.37%45,000Hold
15HTBKHeritage Commerce Corp$2.4M2.32%190,055Added
16NRIMNorthrim Bancorp Inc$2.3M2.24%99,870Trimmed
17MBWMMercantile Bank Corp$2.3M2.22%45,000Hold
18CCBCoastal Financial Corp$2.2M2.16%29,013Hold
19FFINFirst Financial Bankshares Inc$2.2M2.16%75,054Hold
20CNOBConnectOne Bancorp Inc$2.2M2.14%81,893Hold
21VBNKVersabank New$2.2M2.12%131,426Trimmed
22HTBHometrust Bancshares Inc$2.1M2.09%50,047New
23TOWNTowneBank Portsmouth VA$2.1M2.04%62,000Hold
24SBCFSeacost BKG Corporation$2.1M2.01%67,704Hold
25TCBXThird Coast Bancshares$2.0M1.98%51,000Hold

Source: SEC Form 13F filings · as of 2026-03-31