Position in WTFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$235,294
+$34,943 QoQ
Shares Held
1,464
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#425
of 592 holders
Holding Since
Mar 2020
23 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, 2026IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. WTFC ranks #23 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,200 | $3,496,324 | |
| 2 | MTB |
M&T Bank Corp
|
8,298 | $1,975,006 | |
| 3 | USB |
US Bancorp \De\
|
30,443 | $1,838,757 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
26,547 | $1,256,469 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
25,034 | $1,235,928 | |
| 6 | WSBC |
Wesbanco Inc
|
25,294 | $987,224 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
9,945 | $696,846 | |
| 8 | NU |
Nu Holdings Ltd.
|
42,950 | $573,812 |
All Filings in WTFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,294 | 1,464 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $200,351 | 1,442 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $202,039 | 1,445 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $177,167 | 1,429 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $159,693 | 1,420 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $177,212 | 1,421 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $151,616 | 1,397 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $150,205 | 1,524 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $162,639 | 1,558 | Shares | Sole | 2024-07-30 | |
| 2023-06-30 | $2,977 | 41 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,334 | 32 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $10 | 105 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,888 | 109 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $10,579 | 132 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,509 | 27 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,452 | 27 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,169 | 27 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,042 | 27 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,046 | 27 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,948 | 81 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,244 | 81 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,533 | 81 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||