Gallagher Fiduciary Advisors, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1527781
ROLLING MEADOWS, IL
Position in WTFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$436,997
+$51,578 QoQ
Shares Held
2,719
-2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#346
of 592 holders
Holding Since
Dec 2024
7 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, 2026Gallagher Fiduciary Advisors, LLC holds $11,070,393 across 16 Banks - Regional names. WTFC ranks #14 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
7,310 | $1,043,575 | |
| 2 | AROW |
Arrow Financial Corp
|
25,106 | $1,029,094 | |
| 3 | PRK |
Park National Corp /Oh/
|
5,065 | $926,844 | |
| 4 | VLY |
Valley National Bancorp
|
60,084 | $880,230 | |
| 5 | BANF |
Bancfirst Corp /Ok/
|
6,993 | $777,132 | |
| 6 | CBU |
Community Financial System, Inc.
|
10,734 | $720,466 | |
| 7 | EBC |
Eastern Bankshares, Inc.
|
32,242 | $717,062 | |
| 8 | GBCI |
Glacier Bancorp, Inc.
|
13,789 | $711,236 |
All Filings in WTFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,997 | 2,719 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $385,419 | 2,774 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $379,331 | 2,713 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $335,073 | 2,530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,238 | 2,462 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $253,934 | 2,258 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $264,759 | 2,123 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||