Position in WTFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,425,524
+$211,048 QoQ
Shares Held
10,260
+18.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Advisors Asset Management, Inc. holds $23,972,756 across 32 Banks - Regional names. WTFC ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
60,514 | $3,147,333 | |
| 2 | KB |
KB Financial Group Inc.
|
28,216 | $2,813,981 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
11,480 | $2,388,873 | |
| 4 | ITUB |
Itau Unibanco Holding S.A.
|
277,073 | $2,321,871 | |
| 5 | NU |
Nu Holdings Ltd.
|
126,444 | $1,817,000 | |
| 6 | WTFC |
Wintrust Financial Corp
This page
|
10,260 | $1,425,524 | |
| 7 | HDB |
Hdfc Bank Ltd
|
56,519 | $1,406,192 | |
| 8 | MTB |
M&T Bank Corp
|
5,170 | $1,068,742 |
All Filings in WTFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,425,524 | 10,260 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,214,476 | 8,686 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $550,553 | 4,157 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $352,847 | 2,846 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,540 | 236 | Shares | Sole | 2025-05-15 | |
| 2020-12-31 | $90,718 | 1,485 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $146,542 | 3,659 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $217,881 | 4,995 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $303,659 | 9,241 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||