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Equibles

Rosenthal | Henry Capital Advisors, Inc.

Position in LKFN — Lakeland Financial Corp

CIK 1697539 MISHAWAKA, IN
Back to LKFN Full portfolio

Position in LKFN

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$2,126,500
-$332,462 QoQ
Shares Held
34,454
-19.6% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#58
of 256 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LKFN Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Rosenthal | Henry Capital Advisors, Inc. holds $94,151,990 across 41 Banks - Regional names. LKFN ranks #19 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TBBK
Bancorp, Inc.
 142,316 $8,914,674
2 WTFC
Wintrust Financial Corp
 35,803 $5,754,258
3 CASH
Pathward Financial, Inc.
 52,576 $4,577,266
4 ESQ
Esquire Financial Holdings, Inc.
 31,187 $3,714,683
5 SPFI
South Plains Financial, Inc.
 81,373 $3,505,955
6 SYBT
Stock Yards Bancorp, Inc.
 44,923 $3,435,261
7 VBNK
VersaBank
 131,426 $3,050,397
8 BANF
Bancfirst Corp /Ok/
 26,105 $2,901,048

All Filings in LKFN

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,126,500 34,454
2026-03-31 $2,458,962 42,854
2025-12-31 $2,445,249 42,854
2025-09-30 $2,751,226 42,854
2025-06-30 $2,641,428 42,985
2025-03-31 $2,598,181 43,711
2024-12-31 $3,159,865 45,955
2024-09-30 $2,992,589 45,955
2024-06-30 $2,764,093 44,930
2024-03-31 $2,979,757 44,930
2023-12-31 $3,905,625 59,939
2023-09-30 $3,019,595 63,624
2023-06-30 $3,285,968 67,724
2023-03-31 $5,298,968 84,594
2022-12-31 $6,172,824 84,594
2022-09-30 $6,159,289 84,594
2022-03-31 $6,175,362 84,594
2021-12-31 $7,340,824 91,600
2021-09-30 $6,525,584 91,600
2021-06-30 $5,646,224 91,600
2021-03-31 $6,337,804 91,600
2020-12-31 $4,827,558 90,100
2020-09-30 $4,120,000 100,000
2020-06-30 $4,659,000 100,000
2020-03-31 $4,157,527 113,130