Position in WTFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,884,119
+$789,051 QoQ
Shares Held
36,611
-0.2% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#140
of 596 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $112,716,793 across 56 Banks - Regional names. WTFC ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
49,106 | $12,090,879 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
361,539 | $6,410,086 | |
| 3 | WTFC |
Wintrust Financial Corp
This page
|
36,611 | $5,884,119 | |
| 4 | USB |
US Bancorp De
|
79,279 | $4,788,451 | |
| 5 | HDB |
Hdfc Bank Ltd
|
181,293 | $4,682,798 | |
| 6 | MTB |
M&T Bank Corp
|
17,738 | $4,221,821 | |
| 7 | IBN |
Icici Bank Ltd
|
135,617 | $3,936,961 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
58,871 | $3,723,590 |
All Filings in WTFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,884,119 | 36,611 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,095,068 | 36,671 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,604,405 | 40,083 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,322,974 | 32,641 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,983,725 | 32,132 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,614,239 | 32,138 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $3,894,942 | 31,232 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $3,690,237 | 34,002 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $3,459,653 | 35,102 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,810,965 | 36,507 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,992,177 | 21,479 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,735,065 | 22,981 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $1,903,805 | 26,216 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,430,768 | 19,613 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $380,931 | 4,507 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $372,031 | 4,562 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $373,338 | 4,658 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $431,566 | 4,644 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $422,948 | 4,657 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $714,891 | 8,895 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $672,728 | 8,895 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $911,722 | 12,028 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,180,380 | 19,322 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $387,884 | 9,685 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||