Position in WTFC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$166,450
+$56,976 QoQ
Shares Held
1,198
+35.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 6%
Shared 4%
None 90%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $10,350,070 across 20 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
37,807 | $1,276,364 | |
| 2 | NWG |
NatWest Group plc
|
72,046 | $1,270,170 | |
| 3 | FITB |
Fifth Third Bancorp
|
15,788 | $889,969 | |
| 4 | HBCP |
Home Bancorp, Inc.
|
12,532 | $858,692 | |
| 5 | TFC |
Truist Financial Corp
|
15,955 | $794,878 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
2,967 | $730,534 | |
| 7 | LYG |
Lloyds Banking Group plc
|
102,196 | $595,802 | |
| 8 | MTB |
M&T Bank Corp
|
2,492 | $593,120 |
All Filings in WTFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,450 | 1,198 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $109,474 | 883 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $61,482 | 493 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $57,737 | 532 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||