Rosenthal | Henry Capital Advisors, Inc.
Position in MYFW — First Western Financial Inc
CIK 1697539
MISHAWAKA, IN
Position in MYFW
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,354,677
-$122,902 QoQ
Shares Held
55,113
0.0% QoQ
Ownership
0.566%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MYFW 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. MYFW ranks #30 (1.7% 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.
|
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 MYFW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,354,677 | 55,113 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,477,579 | 55,113 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,269,252 | 55,113 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,247,026 | 55,276 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,104,074 | 56,187 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,162,149 | 59,445 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||