13F 机构持仓

Rosenthal | Henry Capital Advisors, Inc.

MISHAWAKA IN · SEC CIK 0001697539

2026Q22026Q1 更早 9 个季度 🔒
$1.14亿2026Q2 申报市值
48持仓数
40.1%前十大占比 · 第一大 7.8%
10 / 4新建仓 / 清仓
申报市值走势$1.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TBBK 7.8%
KRE 6.2%
WTFC 5.0%
CASH 4.0%
ESQ 3.2%
SPFI 3.1%
SYBT 3.0%
VBNK 2.7%
BANF 2.5%
FBIZ 2.5%

2026Q2 买入最多 按季末市值估算

CVBF 新建仓+$278.57万
BHRB 新建仓+$150.15万
COLB 新建仓+$150.01万
FSBC 新建仓+$111.08万
NBTB 新建仓+$104.54万

2026Q2 卖出最多 按季末市值估算

KRE 减仓-$271.93万
Heritage Commerc 清仓-$237.19万
FRME 减仓-$135.00万
TBBK 减仓-$130.35万
HBT 清仓-$114.58万

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— Heritage Commerce Corp $00.00%0 -190,055-100.0% -$237.19万 清仓
HBT HBT Financial $00.00%0 -42,500-100.0% -$114.58万 清仓
OBK Origin Bancorp $00.00%0 -79-100.0% -$3,275 清仓
— Northeast Community Bancorp Inc $00.00%0 -47-100.0% -$1,118 清仓
INDB Independent Bank Corp $12.56万0.11%1,500 1,500— $12.56万 新建仓
UBSI United Bankshares, Inc $17.35万0.15%3,786 3,786— $17.35万 新建仓
DCOM Dime Commercial Bancshares, Inc $60.50万0.53%14,882 14,882— $60.50万 新建仓
USCB USCB Financial Holdings, Inc $65.96万0.58%32,240 32,240— $65.96万 新建仓
— First Carolina Financial Services, Inc $66.20万0.58%50,000 50,000— $66.20万 新建仓
NBTB NBT Bancorp Inc $104.54万0.91%21,175 21,175— $104.54万 新建仓
FSBC Five Star Bancorp $111.08万0.97%22,813 22,813— $111.08万 新建仓
FCCO First Community Corporation $115.45万1.01%35,326 00.0% — 不变
NBHC National Bank Holdings Corp $115.52万1.01%26,000 -75-0.3% -$3,332 减仓
COLB Columbia Banking System, Inc $150.01万1.31%46,806 46,806— $150.01万 新建仓
BHRB Burke & Herbert Financial Services Corp $150.15万1.31%20,895 20,895— $150.15万 新建仓
BFC Bank First Corp $154.28万1.35%10,400 00.0% — 不变
PFS Provident Financial Services $163.03万1.43%68,962 00.0% — 不变
— Chain Bridge Bancorp $164.84万1.44%39,200 00.0% — 不变
TCBI Texas Capital Bancshares Inc $170.38万1.49%16,500 6,50065.0% $67.12万 加仓
MYFW First Western Financial $176.97万1.55%55,113 00.0% — 不变
FRME First Merchants Corp $179.85万1.57%41,164 -30,900-42.9% -$135.00万 减仓
TFIN Triumph Bancorp Inc $183.14万1.60%24,000 00.0% — 不变
BWB Bridgewater Bancshares Inc. $190.65万1.67%90,614 00.0% — 不变
ORRF Orrstown Financial Services $200.48万1.75%49,100 00.0% — 不变
CBK Commercial Bancgroup Inc $201.81万1.76%62,500 00.0% — 不变
SRCE 1st Source Corp $203.95万1.78%25,000 00.0% — 不变
TOWN TowneBank Portsmouth VA $204.45万1.79%56,415 -5,585-9.0% -$20.24万 减仓
BANR Banner Corporation $205.15万1.79%30,877 00.0% — 不变
TCBX Third Coast Bancshares $206.04万1.80%51,000 00.0% — 不变
LKFN Lakeland Finl Corp $212.65万1.86%34,454 -8,400-19.6% -$51.84万 减仓
FBK FB Financial Corp $212.73万1.86%38,433 00.0% — 不变
CCB Coastal Financial Corp $224.88万1.97%29,013 00.0% — 不变
— Seacost BKG Corporation $225.12万1.97%67,704 00.0% — 不变
UNTY Unity Bancorp Inc $247.67万2.17%42,000 -10,000-19.2% -$58.97万 减仓
HTB Hometrust Bancshares Inc $249.68万2.18%50,047 00.0% — 不变
MBWM Mercantile Bank Corp $258.39万2.26%45,000 00.0% — 不变
FFIN First Financial Bankshares Inc $259.69万2.27%75,054 00.0% — 不变
CNOB ConnectOne Bancorp Inc $273.85万2.39%81,893 00.0% — 不变
GABC German Amern Bancorp Inc $276.21万2.42%58,199 00.0% — 不变
NRIM Northrim Bancorp Inc $277.04万2.42%99,870 00.0% — 不变
CVBF CVB Financial Corp $278.57万2.44%123,534 123,534— $278.57万 新建仓
— CommerceWest Bank $281.85万2.46%72,177 -16,200-18.3% -$63.26万 减仓
FBIZ First Bus Finl Svcs Inc Wis $284.26万2.49%45,000 00.0% — 不变
BANF BancFirst Corp $290.10万2.54%26,105 00.0% — 不变
VBNK Versabank New $305.04万2.67%131,426 00.0% — 不变
SYBT Stock Yds Bancorp Inc $343.53万3.00%44,923 00.0% — 不变
SPFI South Plains Financial Inc $350.60万3.07%81,373 00.0% — 不变
ESQ Esquire Finacial Hoildings Inc $371.47万3.25%31,187 -6,850-18.0% -$81.59万 减仓
CASH Meta Finl Group Inc $457.73万4.00%52,576 00.0% — 不变
WTFC Wintrust Finacial Corp $575.43万5.03%35,803 00.0% — 不变
KRE S&P Regional Banks $713.17万6.24%95,280 -36,330-27.6% -$271.93万 减仓
TBBK Bancorp Inc $891.47万7.80%142,316 -20,810-12.8% -$130.35万 减仓