Capstone Financial Advisors, Inc.
Position in WTFC — Wintrust Financial Corp
CIK 1599217
DOWNERS GROVE, IL
Position in WTFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$445,033
+$60,309 QoQ
Shares Held
2,769
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#345
of 592 holders
Holding Since
Mar 2025
6 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, 2026Capstone Financial Advisors, Inc. holds $2,305,224 across 4 Banks - Regional names. WTFC ranks #3 (19.3% of the industry book) .
All Filings in WTFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,033 | 2,769 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $384,724 | 2,769 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $321,446 | 2,299 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $304,479 | 2,299 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $285,030 | 2,299 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $296,781 | 2,639 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||