Rosenthal | Henry Capital Advisors, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$102.2M
Q ending 2026-03-31
Prior quarter
$107.9M
Q ending 2025-12-31
Change
-5.3% QoQ · +3.1% YoY
Positions
42
reported holdings

Largest positions

All 42 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Bancorp IncTBBKShares$8.8M163K
S&P Regional BanksKREShares$8.6M132K
Wintrust Finacial CorpWTFCShares$5.0M36K
Meta Finl Group IncCASHShares$4.7M53K
Esquire Finacial Hoildings IncESQShares$4.1M38K
South Plains Financial IncSPFIShares$3.4M81K
Commercewest BankShares$3.3M88K
Stock Yds Bancorp IncSYBTShares$3.0M45K
Bancfirst CorpBANFShares$2.8M26K
First Merchants CorpFRMEShares$2.8M72K
Unity Bancorp IncUNTYShares$2.7M52K
Lakeland Finl CorpLKFNShares$2.5M43K
German Amern Bancorp IncGABCShares$2.4M58K
First Bus Finl Svcs Inc WisFBIZShares$2.4M45K
Heritage Commerce CorpXHCShares$2.4M190K
Northrim Bancorp IncNRIMShares$2.3M100K
Mercantile Bank CorpMBWMShares$2.3M45K
First Financial Bankshares IncFFINShares$2.2M75K
Coastal Financial CorpCCBShares$2.2M29K
Connectone Bancorp IncCNOBShares$2.2M82K
Versabank NewVBNKShares$2.2M131K
Hometrust Bancshares IncHTBShares$2.1M50K
Townebank Portsmouth VaTOWNShares$2.1M62K
Seacost Bkg CorporationShares$2.1M68K
Third Coast BancsharesTCBXShares$2.0M51K
Fb Financial CorpFBKShares$2.0M38K
Banner CorporationBANRShares$1.9M31K
Orrstown Financial ServicesORRFShares$1.8M49K
1St Source CorpSRCEShares$1.7M25K
Bridgewater Bancshares Inc.BWBShares$1.7M91K
Commercial Bancgroup IncCBKShares$1.6M63K
Provident Financial ServicesPFSShares$1.5M69K
Triumph Bancorp IncShares$1.4M24K
Bank First CorpBFCShares$1.4M10K
First Western FinancialMYFWShares$1.4M55K
Chain Bridge BancorpShares$1.4M39K
Hbt FinancialHBTShares$1.1M43K
National Bank Holdings CorpNBHCShares$1.0M26K
First Community CorporationFCCOShares$1.0M35K
Texas Capital Bancshares IncTCBIShares$953K10K
Origin BancorpOBKShares$3K79
Northeast Community Bancorp IncShares$1K47

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.