Position in WTFC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$15,616,439
+$760,005 QoQ
Shares Held
112,397
+5.8% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12.707634545406016.ToString("F0")%
Shared 0.ToString("F0")%
None 87.29236545459398.ToString("F0")%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,138,363,577 across 166 Banks - Regional names. WTFC ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,940,887 | $227,132,575 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
940,439 | $195,695,951 | |
| 3 | USB |
US Bancorp De
|
3,087,669 | $160,589,664 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
2,838,548 | $44,423,276 | |
| 5 | FITB |
Fifth Third Bancorp
|
831,223 | $38,618,620 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
546,926 | $32,799,152 | |
| 7 | RF |
Regions Financial Corp
|
1,247,350 | $32,580,782 | |
| 8 | MTB |
M&T Bank Corp
|
134,213 | $27,744,511 |
All Filings in WTFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||