Fund Holdings — Rosenthal {-} Henry Capital Advisors, Inc.

Total Portfolio Value
$114.35M
Total Bought
$10.92M
Total Sold
$7.68M
Net Transaction
+$3.24M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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CVB Financial Corp(CVBF)0123,534+123,53402,7862.44%+2,786
Burke & Herbert Financial Services Corp(BHRB)020,895+20,89501,5021.31%+1,502
Columbia Banking System, Inc(COLB)046,806+46,80601,5001.31%+1,500
Five Star Bancorp(FSBC)022,813+22,81301,1110.97%+1,111
NBT Bancorp Inc(NBTB)021,175+21,17501,0450.91%+1,045
Versabank New(VBNK)131,426131,42602,1693,0502.67%+882
Wintrust Finacial Corp(WTFC)35,80335,80304,9745,7545.03%+780
Texas Capital Bancshares Inc(TCBI)10,00016,500+6,5009531,7041.49%+751
First Carolina Financial Services, Inc050,000+50,00006620.58%+662
USCB Financial Holdings, Inc(USCB)032,240+32,24006600.58%+660
Dime Commercial Bancshares, Inc(DCBG)014,882+14,88206050.53%+605
ConnectOne Bancorp Inc(CNOB)81,89381,89302,1922,7392.39%+546
Northrim Bancorp Inc(NRIM)99,87099,87002,2852,7702.42%+485
Stock Yds Bancorp Inc(SYBT)44,92344,92302,9783,4353.00%+457
First Bus Finl Svcs Inc Wis(FBIZ)45,00045,00002,4272,8432.49%+416
First Western Financial(MYFW)55,11355,11301,3551,7701.55%+415
Triumph Bancorp Inc24,00024,00001,4321,8311.60%+400
Commercial Bancgroup Inc(CBK)62,50062,50001,6262,0181.76%+392
First Financial Bankshares Inc(FFIN)75,05475,05402,2102,5972.27%+387
Hometrust Bancshares Inc(HTB)50,04750,04702,1352,4972.18%+362
German Amern Bancorp Inc(GABC)58,19958,19902,4322,7622.42%+330
Mercantile Bank Corp(MBWM)45,00045,00002,2732,5842.26%+311
1st Source Corp(SRCE)25,00025,00001,7302,0401.78%+309
Chain Bridge Bancorp(CBNA)39,20039,20001,3521,6481.44%+296
Bridgewater Bancshares Inc.(BWB)90,61490,61401,6561,9071.67%+250
Orrstown Financial Services(ORRF)49,10049,10001,7722,0051.75%+233
Seacost BKG Corporation67,70467,70402,0512,2511.97%+200
Banner Corporation(BANR)30,87730,87701,8742,0511.79%+178
United Bankshares, Inc(UBSI)03,786+3,78601740.15%+174
Provident Financial Services(PFS)68,96268,96201,4591,6301.43%+171
Bancorp Inc(TBBK)163,126142,316-20,8108,7658,9157.80%+150
Bank First Corp(BFC)10,40010,40001,4051,5431.35%+138
First Community Corporation(FCCO)35,32635,32601,0181,1541.01%+136
National Bank Holdings Corp(NBHC)26,07526,000-751,0211,1551.01%+134
FB Financial Corp(FBK)38,43338,43301,9962,1271.86%+131
Independent Bank Corp01,500+1,50001260.11%+126
South Plains Financial Inc(SPFI)81,37381,37303,4103,5063.07%+96
BancFirst Corp(BANF)26,10526,10502,8322,9012.54%+69
Coastal Financial Corp(CCB)29,01329,01302,2082,2491.97%+41
Third Coast Bancshares(TCBX)51,00051,00002,0202,0601.80%+40
Northeast Community Bancorp Inc(NECB)470-4710—-1
Origin Bancorp(OBK)790-7930—-3
TowneBank Portsmouth VA
COM
62,00056,415-5,5852,0882,0441.79%-43
Meta Finl Group Inc(CASH)52,57652,57604,6914,5774.00%-114
Unity Bancorp Inc(UNTY)52,00042,000-10,0002,6952,4772.17%-218
Lakeland Finl Corp(LKFN)42,85434,454-8,4002,4592,1271.86%-332
Esquire Finacial Hoildings Inc(ESQ)38,03731,187-6,8504,0893,7153.25%-374
CommerceWest Bank88,37772,177-16,2003,2942,8192.46%-475
First Merchants Corp(FRME)72,06441,164-30,9002,7911,7981.57%-993
HBT Financial(HBT)42,5000-42,5001,1460—-1,146
S&P Regional Banks
ST STR SP REGBNK
131,61095,280-36,3308,5747,1326.24%-1,443
Heritage Commerce Corp190,0550-190,0552,3720—-2,372
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Rosenthal {-} Henry Capital Advisors, Inc. — 13F Holdings — Q2 2026 | TickerTrail