Position in WTFC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$659,965
-$4,180 QoQ
Shares Held
4,750
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Pekin Hardy Strauss, Inc. holds $7,451,239 across 13 Banks - Regional names. WTFC ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVAL |
Grupo Aval Acciones Y Valores S.A.
|
493,850 | $2,172,940 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
17,046 | $1,022,248 | |
| 3 | BCH |
Bank Of Chile
|
19,425 | $719,502 | |
| 4 | NU |
Nu Holdings Ltd.
|
46,850 | $673,234 | |
| 5 | WTFC |
Wintrust Financial Corp
This page
|
4,750 | $659,965 | |
| 6 | GGAL |
Grupo Financiero Galicia SA
|
9,750 | $455,422 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
51,298 | $429,877 | |
| 8 | USB |
US Bancorp \De\
|
6,719 | $349,455 |
All Filings in WTFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||