Position in WTFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,372,387
+$337,194 QoQ
Shares Held
14,761
+0.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#202
of 592 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ALBERT D MASON INC holds $6,863,827 across 4 Banks - Regional names. WTFC ranks #2 (34.6% of the industry book) .
All Filings in WTFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,372,387 | 14,761 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,035,193 | 14,648 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,043,329 | 14,614 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,934,815 | 14,609 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $530,138 | 4,276 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||