Westside Investment Management, Inc.
Position in WTFC — Wintrust Financial Corp
CIK 1538383
SANTA MONICA, CA
Position in WTFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,715
+$3,485 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#494
of 592 holders
Holding Since
Jun 2025
5 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, 2026Westside Investment Management, Inc. holds $999,072 across 34 Banks - Regional names. WTFC ranks #13 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
2,125 | $134,405 | |
| 2 | KB |
KB Financial Group Inc.
|
770 | $80,819 | |
| 3 | IBN |
Icici Bank Ltd
|
2,442 | $70,891 | |
| 4 | WF |
Woori Financial Group Inc.
|
1,024 | $58,777 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
203 | $49,982 | |
| 6 | HOPE |
Hope Bancorp Inc
|
3,500 | $47,880 | |
| 7 | USB |
US Bancorp \De\
|
724 | $43,729 | |
| 8 | MTB |
M&T Bank Corp
|
183 | $43,555 |
All Filings in WTFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,715 | 160 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $22,230 | 160 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $22,371 | 160 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $21,190 | 160 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,918 | 80 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||