Capital Asset Advisory Services LLC
Position in WTFC — Wintrust Financial Corp
CIK 1666024
Williamston, MI
Position in WTFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$207,650
+$196,349 QoQ
Shares Held
1,292
+598.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#440
of 592 holders
Holding Since
Sep 2020
3 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, 2026Capital Asset Advisory Services LLC holds $4,076,423 across 10 Banks - Regional names. WTFC ranks #9 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
27,437 | $1,366,911 | |
| 2 | CIB |
Grupo Cibest S.A.
|
7,779 | $617,885 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
20,472 | $362,968 | |
| 4 | FITB |
Fifth Third Bancorp
|
5,795 | $326,664 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,318 | $324,517 | |
| 6 | USB |
US Bancorp \De\
|
4,667 | $281,886 | |
| 7 | GGAL |
Grupo Financiero Galicia SA
|
5,341 | $267,210 | |
| 8 | HBNC |
Horizon Bancorp Inc /In/
|
11,286 | $225,494 |
All Filings in WTFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,650 | 1,292 | Shares | Sole | 2026-08-14 | |
| 2020-12-31 | $11,301 | 185 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $7,409 | 185 | Shares | Sole | 2020-11-18 | |
| No filing history on record for this holder in this stock. | ||||||