BOSTON FAMILY OFFICE LLC

Family Office

Position in WTFC — Wintrust Financial Corp

CIK 1039807 BOSTON, MA

Position in WTFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$241,080

+$32,670 QoQ

Shares Held

1,500

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#423

of 589 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BOSTON FAMILY OFFICE LLC holds $1,475,416 across 3 Banks - Regional names. WTFC ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,755	$678,336
2	EBC	Eastern Bankshares, Inc.	25,000	$556,000
3	WTFC	Wintrust Financial Corp This page	1,500	$241,080

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,080	1,500	0.0%	Shares	Sole	2026-08-12
2026-03-31	$208,410	1,500	0.0%	Shares	Sole	2026-05-13
2025-12-31	$209,730	1,500	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.