ALBION FINANCIAL GROUP /UT
Position in WTFC — Wintrust Financial Corp
CIK 1054677
SALT LAKE CITY, UT
Position in WTFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,250
-$1,779 QoQ
Shares Held
14
-51.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#562
of 592 holders
Holding Since
Sep 2025
4 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, 2026ALBION FINANCIAL GROUP /UT holds $249,057 across 14 Banks - Regional names. WTFC ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGC |
Peapack Gladstone Financial Corp
|
1,082 | $51,211 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
138 | $33,978 | |
| 3 | KB |
KB Financial Group Inc.
|
322 | $33,797 | |
| 4 | KEY |
Keycorp /New/
|
1,400 | $32,270 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
395 | $27,330 | |
| 6 | USB |
US Bancorp \De\
|
361 | $21,804 | |
| 7 | FITB |
Fifth Third Bancorp
|
309 | $17,418 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
64 | $9,889 |
All Filings in WTFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,250 | 14 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,029 | 29 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,957 | 14 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,854 | 14 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||