Position in WTFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,719,542
+$6,505,853 QoQ
Shares Held
41,809
+2618.4% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#129
of 582 holders
Holding Since
Mar 2023
10 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, 2026Horizon Investments, LLC holds $105,137,902 across 54 Banks - Regional names. WTFC ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWBC |
East West Bancorp Inc
|
86,499 | $11,166,155 | |
| 2 | USB |
US Bancorp De
|
145,790 | $8,805,716 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
29,226 | $7,196,025 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
101,040 | $6,990,957 | |
| 5 | UMBF |
Umb Financial Corp
|
48,200 | $6,881,032 | |
| 6 | WTFC |
Wintrust Financial Corp
This page
|
41,809 | $6,719,542 | |
| 7 | CBSH |
Commerce Bancshares Inc /Mo/
|
96,147 | $5,552,489 | |
| 8 | FITB |
Fifth Third Bancorp
|
61,782 | $3,482,651 |
All Filings in WTFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,719,542 | 41,809 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $213,689 | 1,538 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,654,188 | 33,287 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,451,596 | 18,511 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $1,953 | 18 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,084 | 11 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,148 | 11 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $556 | 6 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $226 | 3 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $218 | 3 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||