Position in WTFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$321
-$234 QoQ
Shares Held
2
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#588
of 592 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IMA Advisory Services, Inc. holds $348,483 across 28 Banks - Regional names. WTFC ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
3,447 | $171,729 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
481 | $27,777 | |
| 3 | RSHGY |
Resona Holdings Inc
|
819 | $21,236 | |
| 4 | NWG |
NatWest Group plc
|
1,132 | $19,957 | |
| 5 | CCB |
Coastal Financial Corp
|
207 | $16,044 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
70 | $10,816 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
471 | $8,350 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
32 | $7,879 |
All Filings in WTFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321 | 2 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $555 | 4 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $559 | 4 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $529 | 4 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $495 | 4 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||