Westover Capital Advisors, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1483467
WILMINGTON, DE
Position in WTFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$310,993
+$39,227 QoQ
Shares Held
1,935
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#389
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, 2026Westover Capital Advisors, LLC holds $8,203,850 across 12 Banks - Regional names. WTFC ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBOC |
International Bancshares Corp
|
41,517 | $3,153,216 | |
| 2 | FBP |
First Bancorp /Pr/
|
32,925 | $858,354 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,809 | $691,631 | |
| 4 | TFC |
Truist Financial Corp
|
13,818 | $688,412 | |
| 5 | MTB |
M&T Bank Corp
|
2,356 | $560,751 | |
| 6 | WSFS |
Wsfs Financial Corp
|
6,115 | $469,203 | |
| 7 | USB |
US Bancorp \De\
|
7,500 | $453,000 | |
| 8 | RF |
Regions Financial Corp
|
11,514 | $347,722 |
All Filings in WTFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,993 | 1,935 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $271,766 | 1,956 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $273,487 | 1,956 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $259,449 | 1,959 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $242,876 | 1,959 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||