Position in WTFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$763,420
+$103,455 QoQ
Shares Held
4,750
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#278
of 597 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pekin Hardy Strauss, Inc. holds $7,894,853 across 14 Banks - Regional names. WTFC ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVAL |
Grupo Aval Acciones Y Valores S.A.
|
517,050 | $2,600,761 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
16,921 | $1,185,654 | |
| 3 | WTFC |
Wintrust Financial Corp
This page
|
4,750 | $763,420 | |
| 4 | BCH |
Bank Of Chile
|
17,925 | $712,698 | |
| 5 | NU |
Nu Holdings Ltd.
|
36,000 | $480,960 | |
| 6 | ITUB |
Itau Unibanco Holding S.A.
|
51,298 | $419,104 | |
| 7 | EWBC |
East West Bancorp Inc
|
2,700 | $348,543 | |
| 8 | USB |
US Bancorp De
|
5,525 | $333,710 |
All Filings in WTFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,420 | 4,750 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $659,965 | 4,750 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $664,145 | 4,750 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $629,090 | 4,750 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $588,905 | 4,750 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $646,645 | 5,750 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $717,082 | 5,750 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $624,047 | 5,750 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $566,720 | 5,750 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $600,242 | 5,750 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $347,812 | 3,750 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $283,125 | 3,750 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $272,325 | 3,750 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||