Position in WTFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,863,547
+$3,201,735 QoQ
Shares Held
36,483
+90.4% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
of 592 holders
Holding Since
Mar 2020
25 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, 2026HighTower Advisors, LLC holds $445,779,263 across 124 Banks - Regional names. WTFC ranks #14 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,808,394 | $90,094,189 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
229,612 | $56,535,066 | |
| 3 | USB |
US Bancorp \De\
|
783,652 | $47,332,580 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,426,924 | $25,299,362 | |
| 5 | FITB |
Fifth Third Bancorp
|
285,187 | $16,075,991 | |
| 6 | HDB |
Hdfc Bank Ltd
|
583,795 | $15,079,424 | |
| 7 | MTB |
M&T Bank Corp
|
54,108 | $12,878,245 | |
| 8 | NU |
Nu Holdings Ltd.
|
890,159 | $11,892,524 |
All Filings in WTFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,863,547 | 36,483 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,661,812 | 19,158 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,325,486 | 16,632 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,178,108 | 16,446 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,043,314 | 16,481 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,832,760 | 16,297 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,900,705 | 15,241 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,224,218 | 11,280 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,072,825 | 10,885 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,205,182 | 11,545 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,170,690 | 12,622 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $914,305 | 12,110 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $958,874 | 13,204 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $887,801 | 12,170 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,102,394 | 13,043 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,110,466 | 13,617 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $846,624 | 10,563 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,096,759 | 11,802 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,032,078 | 11,364 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $931,970 | 11,596 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $964,131 | 12,748 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $965,616 | 12,739 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $294,968 | 7,365 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $343,071 | 7,865 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $283,910 | 8,640 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||