Convergence Investment Partners, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1456133
PALM BEACH GARDENS, FL
Position in WTFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,855,994
+$2,188,992 QoQ
Shares Held
23,992
+100.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#33
of 239 holders
Holding Since
Jun 2022
3 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, 2026Convergence Investment Partners, LLC holds $34,528,695 across 9 Banks - Regional names. WTFC ranks #6 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
28,156 | $6,932,570 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
70,623 | $4,886,405 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
63,472 | $4,447,483 | |
| 4 | CATY |
Cathay General Bancorp
|
71,716 | $4,445,674 | |
| 5 | FBP |
First Bancorp /Pr/
|
149,368 | $3,894,023 | |
| 6 | WTFC |
Wintrust Financial Corp
This page
|
23,992 | $3,855,994 | |
| 7 | USB |
US Bancorp De
|
38,044 | $2,297,857 | |
| 8 | FITB |
Fifth Third Bancorp
|
37,273 | $2,101,079 |
All Filings in WTFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,855,994 | 23,992 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,667,002 | 11,998 | Shares | Sole | 2026-05-07 | |
| 2022-06-30 | $125,034 | 1,560 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||