One Capital Management, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1606588
WESTLAKE VILLAGE, CA
Position in WTFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,986,981
+$540,297 QoQ
Shares Held
24,807
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#162
of 592 holders
Holding Since
Jun 2025
5 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, 2026One Capital Management, LLC holds $6,335,185 across 6 Banks - Regional names. WTFC ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
This page
|
24,807 | $3,986,981 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,804 | $936,620 | |
| 3 | USB |
US Bancorp \De\
|
9,645 | $582,558 | |
| 4 | FFIN |
First Financial Bankshares Inc
|
10,601 | $366,794 | |
| 5 | WABC |
Westamerica Bancorporation
|
4,000 | $234,680 | |
| 6 | HBNC |
Horizon Bancorp Inc /In/
|
11,389 | $227,552 |
All Filings in WTFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,986,981 | 24,807 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,446,684 | 24,807 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,734,739 | 19,559 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,820,917 | 13,749 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $988,492 | 7,973 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||