UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1463217
IRVING, TX
Position in WTFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$868,370
-$211,610 QoQ
Shares Held
5,403
-30.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 592 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $62,351,813 across 60 Banks - Regional names. WTFC ranks #21 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
64,910 | $6,318,988 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
18,337 | $4,514,936 | |
| 3 | USB |
US Bancorp \De\
|
69,476 | $4,196,350 | |
| 4 | FITB |
Fifth Third Bancorp
|
73,291 | $4,131,413 | |
| 5 | TFC |
Truist Financial Corp
|
64,617 | $3,219,218 | |
| 6 | MTB |
M&T Bank Corp
|
11,256 | $2,679,040 | |
| 7 | RF |
Regions Financial Corp
|
72,185 | $2,179,987 | |
| 8 | HDB |
Hdfc Bank Ltd
|
80,347 | $2,075,363 |
All Filings in WTFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,370 | 5,403 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,079,980 | 7,773 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $567,948 | 4,062 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $630,811 | 4,763 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $802,522 | 6,473 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $733,689 | 6,524 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $806,374 | 6,466 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $706,964 | 6,514 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $642,611 | 6,520 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $904,852 | 8,668 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $792,456 | 8,544 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $463,570 | 6,140 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $308,489 | 4,248 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $319,083 | 4,374 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $358,449 | 4,241 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $501,777 | 6,153 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $532,356 | 6,642 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $586,481 | 6,311 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $570,077 | 6,277 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $504,402 | 6,276 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $554,065 | 7,326 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $268,559 | 3,543 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $216,441 | 3,543 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||