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Rosenthal | Henry Capital Advisors, Inc. 13F holdings, Q4 2025

Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →

Rosenthal | Henry Capital Advisors, Inc. disclosed 40 US equity positions worth $107.9m in its Q4 2025 13F filing. The largest position was TBBK at 10.2% of the reported book, followed by KRE and WTFC. Against the Q3 2025 filing, it opened 1 new position, added to 1 and reduced 0 among the top 40 holdings.

← Q3 2025 · Q1 2026 →

What did Rosenthal | Henry Capital Advisors, Inc. own in Q4 2025? Top 40 positions

#StockSectorWeightValueSharesΔ sharesvs Q3 2025
1 TBBK Bancorp Inc Financial Services 10.2%$11.0m163,126 0% held
2 KRE S&P Regional Banks 7.9%$8.5m131,610 0% held
3 WTFC Wintrust Finacial Corp Financial Services 4.6%$5.0m35,803 0% held
4 ESQ Esquire Finacial Hoildings Inc 3.6%$3.9m38,037 0% held
5 CASH Meta Finl Group Inc Financial Services 3.5%$3.7m52,576 0% held
6 CCB Coastal Financial Corp 3.1%$3.3m29,013 0% held
7 HBT HBT Financial 3.0%$3.2m92,547 0% held
8 NRIM Northrim Bancorp Inc Financial Services 3.0%$3.2m120,000 0% held
9 CommerceWest Bank 2.9%$3.2m88,377 0% held
10 SPFI South Plains Financial Inc 2.9%$3.2m81,373 0% held
11 VBNK Versabank New 2.8%$3.0m200,226 0% held
12 SYBT Stock Yds Bancorp Inc Financial Services 2.7%$2.9m44,923 0% held
13 BANF BancFirst Corp Financial Services 2.6%$2.8m26,105 0% held
14 FRME First Merchants Corp Financial Services 2.5%$2.7m72,064 0% held
15 UNTY Unity Bancorp Inc 2.5%$2.7m52,000 0% held
16 LKFN Lakeland Finl Corp Financial Services 2.3%$2.4m42,854 0% held
17 FBIZ First Bus Finl Svcs Inc Wis 2.3%$2.4m45,000 0% held
18 XHC Heritage Commerce Corp 2.1%$2.3m189,785 -0% held
19 GABC German Amern Bancorp Inc Financial Services 2.1%$2.3m58,199 0% held
20 FFIN First Financial Bankshares Inc Financial Services 2.1%$2.2m75,054 0% held
21 MBWM Mercantile Bank Corp Financial Services 2.0%$2.2m45,000 0% held
22 CNOB ConnectOne Bancorp Inc 2.0%$2.1m81,893 0% held
23 FBK FB Financial Corp 2.0%$2.1m38,433 0% held
24 Seacost BKG Corporation 2.0%$2.1m67,704 0% held
25 TOWN TowneBank Portsmouth VA Financial Services 1.9%$2.1m62,000 0% held
26 Northeast Community Bancorp Inc 1.8%$2.0m87,647 0% held
27 OBK Origin Bancorp Financial Services 1.8%$2.0m52,579 0% held
28 TCBX Third Coast Bancshares 1.8%$1.9m51,000 0% held
29 BANR Banner Corporation Financial Services 1.8%$1.9m30,877 0% held
30 ORRF Orrstown Financial Services Financial Services 1.6%$1.7m49,100 0% held
31 BWB Bridgewater Bancshares Inc. 1.5%$1.6m90,614 0% held
32 SRCE 1st Source Corp Financial Services 1.4%$1.6m25,000 0% held
33 CBK Commercial Bancgroup Inc 1.4%$1.5m62,500 – new
34 TFIN Triumph Bancorp Inc 1.4%$1.5m24,000 0% held
35 MYFW First Western Financial 1.4%$1.5m55,113 0% held
36 PFS Provident Financial Services Financial Services 1.3%$1.4m68,962 0% held
37 Chain Bridge Bancorp 1.3%$1.4m39,200 522% added
38 BFC Bank First Corp Financial Services 1.2%$1.3m10,400 0% held
39 FCCO First Community Corporation 1.0%$1.0m35,326 0% held
40 NBHC National Bank Holdings Corp Financial Services 0.9%$991.1k26,075 0% held

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.