Curi Capital, LLC

Position in WTFC — Wintrust Financial Corp

CIK 1332905 CHICAGO, IL

Position in WTFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,188,359

+$3,620,370 QoQ

Shares Held

131,834

+4.3% QoQ

Ownership

0.195%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#77

of 592 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

Curi Capital, LLC holds $386,338,670 across 79 Banks - Regional names. WTFC ranks #3 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYBT	Stock Yards Bancorp, Inc.	324,529	$24,816,732
2	HBAN	Huntington Bancshares Inc /Md/	1,331,201	$23,602,193
3	WTFC	Wintrust Financial Corp This page	131,834	$21,188,359
4	TCBK	Trico Bancshares /	373,947	$20,137,045
5	SBCF	Seacoast Banking Corp Of Florida	598,048	$19,885,095
6	VBNK	VersaBank	680,000	$15,782,800
7	EQBK	Equity Bancshares Inc	305,000	$14,941,950
8	FRST	Primis Financial Corp.	801,797	$13,125,416

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,188,359	131,834	+4.3%	Shares	Other	2026-08-14
2026-03-31	$17,567,989	126,443	+16.1%	Shares	Other	2026-05-15
2025-12-31	$15,221,643	108,866	-1.4%	Shares	Sole	2026-02-17
2025-09-30	$14,615,548	110,356	+12.7%	Shares	Other	2025-11-13
2025-06-30	$12,135,534	97,883	+33.5%	Shares	Other	2025-08-14
2025-03-31	$8,244,667	73,312	+77.7%	Shares	Sole	2025-05-15
2024-12-31	$5,146,033	41,264	+57.5%	Shares	Sole	2025-02-13
2023-09-30	$1,978,100	26,200	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,902,644	26,200	+133.9%	Shares	Sole	2023-08-11
2023-03-31	$817,040	11,200	+9.5%	Shares	Sole	2023-05-11
2022-06-30	$820,014	10,231	+359.2%	Shares	Sole	2022-08-16
2021-12-31	$202,346	2,228	-63.3%	Shares	Sole	2022-01-26
2020-09-30	$242,943	6,066	0.0%	Shares	Sole	2020-11-10
2020-06-30	$264,598	6,066	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.