Position in WTFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$353,101
+$37,986 QoQ
Shares Held
2,197
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#373
of 596 holders
Holding Since
Mar 2026
2 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, 2026Pure Financial Advisors, LLC holds $80,606,777 across 11 Banks - Regional names. WTFC ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASH |
Pathward Financial, Inc.
|
0 | $73,076,146 | |
| 2 | MVBF |
Mvb Financial Corp
|
84,824 | $2,460,744 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,522 | $1,359,626 | |
| 4 | MTB |
M&T Bank Corp
|
4,708 | $1,120,551 | |
| 5 | USB |
US Bancorp De
|
12,604 | $761,281 | |
| 6 | NWG |
NatWest Group plc
|
23,593 | $415,944 | |
| 7 | EFSC |
Enterprise Financial Services Corp
|
6,204 | $408,719 | |
| 8 | WTFC |
Wintrust Financial Corp
This page
|
2,197 | $353,101 |
All Filings in WTFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,101 | 2,197 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $315,115 | 2,268 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||