Position in WTFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,798,130
+$3,181,631 QoQ
Shares Held
197,848
-3.9% QoQ
Ownership
0.293%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#59
of 592 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $827,796,244 across 24 Banks - Regional names. WTFC ranks #13 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
590,515 | $91,246,377 | |
| 2 | NIC |
Nicolet Bankshares Inc
|
450,659 | $74,534,492 | |
| 3 | SBCF |
Seacoast Banking Corp Of Florida
|
2,213,453 | $73,597,312 | |
| 4 | FBNC |
First Bancorp /Nc/
|
1,138,275 | $72,769,920 | |
| 5 | CHCO |
City Holding Co
|
542,660 | $71,978,422 | |
| 6 | RNST |
Renasant Corp
|
1,689,571 | $71,874,350 | |
| 7 | FBK |
FB Financial Corp
|
1,283,508 | $71,042,167 | |
| 8 | SFNC |
Simmons First National Corp
|
3,082,648 | $69,821,977 |
All Filings in WTFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,798,130 | 197,848 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||