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Capstone Financial Advisors, Inc.

Position in WTFC — Wintrust Financial Corp

CIK 1599217 DOWNERS GROVE, IL

Position in WTFC

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$384,724
+$63,278 QoQ
Shares Held
2,769
+20.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in WTFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

Capstone Financial Advisors, Inc. holds $1,922,217 across 4 Banks - Regional names. WTFC ranks #3 (20.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WTFC
Wintrust Financial Corp
This page
2,769 $384,724

All Filings in WTFC

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $384,724 2,769
2025-12-31 $321,446 2,299
2025-09-30 $304,479 2,299
2025-06-30 $285,030 2,299
2025-03-31 $296,781 2,639