Position in WTFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$419,318
+$84,056 QoQ
Shares Held
2,609
+8.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#353
of 592 holders
Holding Since
Jun 2020
24 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, 2026Crossmark Global Holdings, Inc. holds $186,825,127 across 67 Banks - Regional names. WTFC ranks #37 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
4,844,087 | $28,241,027 | |
| 2 | USB |
US Bancorp \De\
|
447,663 | $27,038,845 | |
| 3 | BPOP |
Popular, Inc.
|
159,229 | $26,142,217 | |
| 4 | NWG |
NatWest Group plc
|
1,035,444 | $18,254,877 | |
| 5 | RF |
Regions Financial Corp
|
481,789 | $14,550,027 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
668,210 | $6,401,451 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
86,021 | $6,027,491 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
22,115 | $5,445,155 |
All Filings in WTFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,318 | 2,609 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $335,262 | 2,413 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $336,686 | 2,408 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $414,537 | 3,130 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $424,135 | 3,421 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $654,854 | 5,823 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $707,853 | 5,676 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $580,960 | 5,353 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $317,461 | 3,221 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $397,307 | 3,806 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $336,867 | 3,632 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $271,724 | 3,599 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $338 | 4,007 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $342,207 | 4,691 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $362,674 | 4,291 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $393,233 | 4,822 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $371,895 | 4,640 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $453,498 | 4,880 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $429,578 | 4,730 | Shares | Sole | 2022-01-10 | |
| 2021-06-30 | $430,334 | 5,690 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $454,800 | 6,000 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $339,660 | 5,560 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $245,506 | 6,130 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $304,467 | 6,980 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||