Position in WTFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,422,690
+$1,806,251 QoQ
Shares Held
108,404
-3.6% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. WTFC ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in WTFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,422,690 | 108,404 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,616,439 | 112,397 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,856,434 | 106,254 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,564,209 | 79,766 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,323,746 | 59,072 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,523,141 | 40,220 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,992,865 | 15,980 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,341,213 | 12,358 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,041,089 | 10,563 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,031,060 | 9,877 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $905,611 | 9,764 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $742,920 | 9,840 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $682,264 | 9,395 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $760,868 | 10,430 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $932,002 | 11,027 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $907,243 | 11,125 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $897,199 | 11,194 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,115,345 | 12,002 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,490,901 | 16,416 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,419,414 | 17,661 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,293,802 | 17,107 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,312,401 | 17,314 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,377,335 | 22,546 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $865,640 | 21,614 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,030,173 | 23,617 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $495,068 | 15,066 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||