Plante Moran Financial Advisors, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1424717
SOUTHFIELD, MI
Position in WTFC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$95,173
-$603 QoQ
Shares Held
685
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Plante Moran Financial Advisors, LLC holds $2,091,105 across 17 Banks - Regional names. WTFC ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHB |
Bar Harbor Bankshares
|
19,692 | $639,005 | |
| 2 | FITB |
Fifth Third Bancorp
|
5,914 | $274,764 | |
| 3 | WSBC |
Wesbanco Inc
|
7,200 | $248,328 | |
| 4 | AROW |
Arrow Financial Corp
|
4,905 | $164,660 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
8,721 | $136,483 | |
| 6 | NBTB |
Nbt Bancorp Inc
|
2,991 | $127,356 | |
| 7 | STEL |
Stellar Bancorp, Inc.
|
2,970 | $108,731 | |
| 8 | WTFC |
Wintrust Financial Corp
This page
|
685 | $95,173 |
All Filings in WTFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,173 | 685 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $95,776 | 685 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $90,721 | 685 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $84,926 | 685 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $77,035 | 685 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $132,691 | 1,064 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $115,475 | 1,064 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $37,354 | 379 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $39,563 | 379 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $151,275 | 1,631 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $163,759 | 2,169 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $214,882 | 2,959 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $128,683 | 1,764 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $31,948 | 378 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $30,662 | 376 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $30,056 | 375 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $34,662 | 373 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $33,785 | 372 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $29,897 | 372 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $28,134 | 372 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $28,197 | 372 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $22,725 | 372 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $14,898 | 372 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,226 | 372 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $12,223 | 372 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||