Position in HWC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$286,849
+$26,386 QoQ
Shares Held
3,839
-6.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#259
of 393 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in HWC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHICAGO TRUST Co NA holds $22,882,346 across 11 Banks - Regional names. HWC ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
|
103,511 | $16,636,287 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,518 | $1,604,861 | |
| 3 | USB |
US Bancorp De
|
15,115 | $912,945 | |
| 4 | MBWM |
Mercantile Bank Corp
|
15,591 | $895,235 | |
| 5 | HOMB |
Home Bancshares Inc
|
24,371 | $695,791 | |
| 6 | TFC |
Truist Financial Corp
|
11,732 | $584,488 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
22,854 | $405,200 | |
| 8 | BOH |
Bank Of Hawaii Corp
|
4,898 | $399,138 |
All Filings in HWC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,849 | 3,839 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $260,463 | 4,096 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $264,080 | 4,147 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $256,387 | 4,095 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $235,052 | 4,095 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $211,163 | 4,026 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $218,496 | 3,993 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $201,507 | 3,938 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||