Position in TFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$584,488
+$85,439 QoQ
Shares Held
11,732
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#945
of 1,681 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 90%
Shared 6%
None 5%
Common Shares in TFC 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. TFC ranks #6 (2.6% 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
This page
|
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 TFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,488 | 11,732 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $499,049 | 10,856 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $511,930 | 10,403 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $463,554 | 10,139 | Shares | Sole | 2025-10-10 | |
| 2023-03-31 | $296,294 | 8,689 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $424,964 | 9,876 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $239,556 | 5,502 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $267,362 | 5,637 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $227,309 | 4,009 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||