Rosenthal | Henry Capital Advisors, Inc.
Position in CASH — Pathward Financial, Inc.
CIK 1697539
MISHAWAKA, IN
Position in CASH
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,691,356
+$958,460 QoQ
Shares Held
52,576
0.0% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
5.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CASH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Rosenthal | Henry Capital Advisors, Inc. holds $81,707,913 across 35 Banks - Regional names. CASH ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TBBK |
Bancorp, Inc.
|
163,126 | $8,764,759 | |
| 2 | WTFC |
Wintrust Financial Corp
|
35,803 | $4,974,468 | |
| 3 | CASH |
Pathward Financial, Inc.
This page
|
52,576 | $4,691,356 | |
| 4 | ESQ |
Esquire Financial Holdings, Inc.
|
38,037 | $4,088,977 | |
| 5 | SPFI |
South Plains Financial, Inc.
|
81,373 | $3,409,528 | |
| 6 | SYBT |
Stock Yards Bancorp, Inc.
|
44,923 | $2,977,945 | |
| 7 | BANF |
Bancfirst Corp /Ok/
|
26,105 | $2,832,392 | |
| 8 | FRME |
First Merchants Corp
|
72,064 | $2,791,038 |
All Filings in CASH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,691,356 | 52,576 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,732,896 | 52,576 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,891,149 | 52,576 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,168,358 | 52,684 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,882,180 | 53,217 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,035,789 | 54,849 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,620,582 | 54,849 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,063,208 | 54,149 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,733,441 | 54,149 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,926,764 | 55,295 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,759,869 | 59,880 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,776,036 | 59,880 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,355,711 | 80,880 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,481,884 | 80,880 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,665,804 | 80,880 | Shares | Sole | 2022-10-24 | |
| 2022-03-31 | $4,293,645 | 78,180 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,664,218 | 78,180 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $9,854,694 | 187,780 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $9,507,301 | 187,780 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,508,311 | 187,780 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $6,896,312 | 188,630 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,625,468 | 188,630 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,434,780 | 134,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,149,617 | 145,010 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||