Fund HoldingsRosenthal {-} Henry Capital Advisors, Inc.

Total Portfolio Value
$48
Total Bought
$10.92M
Total Sold
$7.68M
Net Transaction
+$3.24M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CVB Financial Corp(CVBF)0123,534+123,53402,7865803522.92%+2,786
Burke & Herbert Financial Services Corp(BHRB)020,895+20,89501,5023128154.17%+1,502
Columbia Banking System, Inc(COLB)046,806+46,80601,5003125275.00%+1,500
Five Star Bancorp(FSBC)022,813+22,81301,1112314091.67%+1,111
NBT Bancorp Inc(NBTB)021,175+21,17501,0452177935.42%+1,045
Versabank New131,426131,42602,1693,0506354993.75%+882
Wintrust Finacial Corp(WTFC)35,80335,80304,9745,75411988035.42%+780
Texas Capital Bancshares Inc(TCBI)10,00016,500+6,5009531,7043549562.50%+751
First Carolina Financial Services, Inc050,000+50,00006621379166.67%+662
USCB Financial Holdings, Inc032,240+32,24006601374229.17%+660
Dime Commercial Bancshares, Inc(DCBG)014,882+14,88206051260316.67%+605
ConnectOne Bancorp Inc(CNOB)81,89381,89302,1922,7395705210.42%+546
Northrim Bancorp Inc99,87099,87002,2852,7705771652.08%+485
Stock Yds Bancorp Inc(SYBT)44,92344,92302,9783,4357156793.75%+457
First Bus Finl Svcs Inc Wis45,00045,00002,4272,8435922187.50%+416
First Western Financial55,11355,11301,3551,7703686829.17%+415
Triumph Bancorp Inc24,00024,00001,4321,8313815500.00%+400
Commercial Bancgroup Inc62,50062,50001,6262,0184204427.08%+392
First Financial Bankshares Inc(FFIN)75,05475,05402,2102,5975410139.58%+387
Hometrust Bancshares Inc(HTB)50,04750,04702,1352,4975201758.33%+362
German Amern Bancorp Inc(GABC)58,19958,19902,4322,7625754425.00%+330
Mercantile Bank Corp(MBWM)45,00045,00002,2732,5845383125.00%+311
1st Source Corp(SRCE)25,00025,00001,7302,0404248958.33%+309
Chain Bridge Bancorp39,20039,20001,3521,6483434083.33%+296
Bridgewater Bancshares Inc.90,61490,61401,6561,9073971912.50%+250
Orrstown Financial Services(ORRF)49,10049,10001,7722,0054176566.67%+233
Seacost BKG Corporation67,70467,70402,0512,2514689912.50%+200
Banner Corporation(BANR)30,87730,87701,8742,0514273889.58%+178
United Bankshares, Inc(UBSI)03,786+3,7860174361483.33%+174
Provident Financial Services(PFS)68,96268,96201,4591,6303396377.08%+171
Bancorp Inc(TBBK)163,126142,316-20,8108,7658,91518572235.42%+150
Bank First Corp(BFC)10,40010,40001,4051,5433214250.00%+138
First Community Corporation35,32635,32601,0181,1542405110.42%+136
National Bank Holdings Corp(NBHC)26,07526,000-751,0211,1552406625.00%+134
FB Financial Corp(FBK)38,43338,43301,9962,1274431802.08%+131
Independent Bank Corp01,500+1,5000126261622.92%+126
South Plains Financial Inc(SPFI)81,37381,37303,4103,5067304070.83%+96
BancFirst Corp(BANF)26,10526,10502,8322,9016043850.00%+69
Coastal Financial Corp29,01329,01302,2082,2494684993.75%+41
Third Coast Bancshares51,00051,00002,0202,0604292500.00%+40
Northeast Community Bancorp Inc470-4710-1
Origin Bancorp(OBK)790-7930-3
TowneBank Portsmouth VA
COM
62,00056,415-5,5852,0882,0444259331.25%-43
Meta Finl Group Inc(CASH)52,57652,57604,6914,5779535970.83%-114
Unity Bancorp Inc52,00042,000-10,0002,6952,4775159829.17%-218
Lakeland Finl Corp(LKFN)42,85434,454-8,4002,4592,1274430208.33%-332
Esquire Finacial Hoildings Inc(ESQ)38,03731,187-6,8504,0893,7157738922.92%-374
CommerceWest Bank88,37772,177-16,2003,2942,8195871897.92%-475
First Merchants Corp(FRME)72,06441,164-30,9002,7911,7983746779.17%-993
HBT Financial(HBT)42,5000-42,5001,1460-1,146
S&P Regional Banks
ST STR SP REGBNK
131,61095,280-36,3308,5747,13214857722.92%-1,443
Heritage Commerce Corp190,0550-190,0552,3720-2,372
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