Position in WTFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,616,499
-$1,579,028 QoQ
Shares Held
205,963
-4.6% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 99.49991017804169.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5000898219583129.ToString("F0")%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $902,963,360 across 21 Banks - Regional names. WTFC ranks #13 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
743,728 | $101,950,234 | |
| 2 | SSB |
SouthState Bank Corp
|
1,013,170 | $93,738,488 | |
| 3 | FBNC |
First Bancorp /Nc/
|
1,285,239 | $72,423,217 | |
| 4 | NIC |
Nicolet Bankshares Inc
|
486,751 | $72,340,933 | |
| 5 | RNST |
Renasant Corp
|
1,978,547 | $71,484,903 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
1,994,507 | $71,283,680 | |
| 7 | CHCO |
City Holding Co
|
575,096 | $68,735,473 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
2,267,167 | $68,672,488 |
All Filings in WTFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,616,499 | 205,963 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $30,195,527 | 215,960 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $28,733,785 | 216,957 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $27,918,188 | 225,183 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $22,590,739 | 200,878 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $25,064,340 | 200,981 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $27,417,174 | 252,623 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $18,557,172 | 188,283 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $19,440,027 | 186,225 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $14,706,903 | 158,565 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $13,536,923 | 179,297 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,478,272 | 185,600 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $12,351,237 | 169,311 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,656,531 | 149,746 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,610,028 | 142,367 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,444,297 | 142,786 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $13,062,705 | 140,565 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $7,463,315 | 82,177 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $7,138,784 | 88,824 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,210,659 | 82,119 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,039,318 | 92,867 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||