Position in WTFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,736,740
+$243,552 QoQ
Shares Held
10,806
+0.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#223
of 592 holders
Holding Since
Mar 2021
22 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 Jun 30, 2026Janney Montgomery Scott LLC holds $409,102,260 across 87 Banks - Regional names. WTFC ranks #28 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
618,232 | $152,221,083 | |
| 2 | TFC |
Truist Financial Corp
|
887,375 | $44,209,022 | |
| 3 | MTB |
M&T Bank Corp
|
83,442 | $19,860,030 | |
| 4 | EWBC |
East West Bancorp Inc
|
153,779 | $19,851,331 | |
| 5 | LYG |
Lloyds Banking Group plc
|
3,093,483 | $18,035,005 | |
| 6 | FITB |
Fifth Third Bancorp
|
272,386 | $15,354,398 | |
| 7 | USB |
US Bancorp \De\
|
247,081 | $14,923,692 | |
| 8 | CBFV |
CB Financial Services, Inc.
|
305,098 | $11,563,214 |
All Filings in WTFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,736,740 | 10,806 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,493,188 | 10,747 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,515,089 | 10,836 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,690,066 | 12,761 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,778,369 | 14,344 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,449,047 | 12,885 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,487,540 | 11,928 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,143,797 | 10,539 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $960,861 | 9,749 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $826,768 | 7,920 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $566,146 | 6,104 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $414,495 | 5,490 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $347,123 | 4,780 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $283,994 | 3,893 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $379,410 | 4,489 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $345,445 | 4,236 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $275,635 | 3,439 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $332,875 | 3,582 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $321,411 | 3,539 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $223,910 | 2,786 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $242,847 | 3,211 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $230,811 | 3,045 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||