Position in WTFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$236,579
+$53,041 QoQ
Shares Held
1,472
+11.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#424
of 592 holders
Holding Since
Mar 2020
11 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, 2026Advisory Services Network, LLC holds $36,045,948 across 30 Banks - Regional names. WTFC ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
161,106 | $8,026,293 | |
| 2 | USB |
US Bancorp \De\
|
54,304 | $3,279,957 | |
| 3 | RF |
Regions Financial Corp
|
94,241 | $2,846,075 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
11,036 | $2,717,275 | |
| 5 | FITB |
Fifth Third Bancorp
|
45,526 | $2,566,296 | |
| 6 | NU |
Nu Holdings Ltd.
|
174,721 | $2,334,271 | |
| 7 | KEY |
Keycorp /New/
|
72,811 | $1,678,289 | |
| 8 | MTB |
M&T Bank Corp
|
6,847 | $1,629,651 |
All Filings in WTFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,579 | 1,472 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $183,538 | 1,321 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $61,584 | 465 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $137,547 | 1,483 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $249,376 | 3,303 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $217,931 | 3,001 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $50,627 | 694 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $57,980 | 686 | Shares | Sole | 2023-02-13 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,645 | 116 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $2,760 | 84 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||