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Rosenthal Henry Capital Advisors, Inc.

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Rosenthal | Henry Capital Advisors, Inc. historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Rosenthal | Henry Capital Advisors, Inc. opened 27 positions, added to 30, reduced 93 and sold out of 16.

  • Q2 2026: Stock HTBK; Country of operation United States; Class COM; Shares before 190,055.
  • Q2 2026: Stock HBT; Country of operation United States; Class COM; Shares before 42,500.
  • Q2 2026: Stock OBK; Country of operation United States; Class COM; Shares before 79.
  • Q3 2025: Stock HTB; Country of operation United States; Class COM; Shares before 50,197.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697539), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026HTBK
Heritage Commerce Corp		United StatesCOM190,0550-190,055$2,371,885$0-$2,371,8852026-07-28
Q2 2026HBT
HBT Financial		United StatesCOM42,5000-42,500$1,145,800$0-$1,145,8002026-07-28
Q2 2026OBK
Origin Bancorp		United StatesCOM790-79$3,275$0-$3,2752026-07-28
Q3 2025HTB
HomeTrust Bancshares		United StatesCOM50,1970-50,197$1,877,869$0-$1,877,8692025-10-27
Q3 2025MBIN
Merchants Bancorp Ind		United StatesCOM32,6020-32,602$1,078,148$0-$1,078,1482025-10-27
Q2 2025FMNB
Farmers National Banc Corp		United StatesCOM137,9180-137,918$1,799,829$0-$1,799,8292025-07-23
Q2 2025PPBI
Pacific Premier Bancorp		United StatesCOM53,0260-53,026$1,130,514$0-$1,130,5142025-07-23
Q2 2025BUSE
First Busey Corporation		United StatesCOM50,0620-50,062$1,081,339$0-$1,081,3392025-07-23
Q1 2025HTB
HomeTrust Bancshares		United StatesCOM52,8280-52,828$1,779,246$0-$1,779,2462025-04-30
Q1 2025BY
Byline Bancorp Inc		United StatesCOM34,9000-34,900$1,012,100$0-$1,012,1002025-04-30
Q1 2025BMRC
Bank Marin Bancorp		United StatesCOM19,8000-19,800$470,646$0-$470,6462025-04-30
Q3 2024TCBK
Trico Bancshares		United StatesCOM1,1540-1,154$45,663$0-$45,6632024-10-29
Q2 2024WBS
Webster Fincl Corp		United StatesCOM44,0000-44,000$2,233,880$0-$2,233,8802024-07-29
Q2 2024HBAN
Huntington Bancshares		United StatesCOM100,7000-100,700$1,404,765$0-$1,404,7652024-07-29
Q1 2024RF
Regions Financial Corp		United StatesCOM161,3050-161,305$3,126,090$0-$3,126,0902024-05-07
Q1 2024CCB
Coastal Financial Corp		United StatesCOM61,7010-61,701$2,740,140$0-$2,740,1402024-05-07

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