Position in WTFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,191,416
+$1,102,788 QoQ
Shares Held
44,745
+2.1% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#127
of 592 holders
Holding Since
Dec 2023
11 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, 2026Cetera Investment Advisers holds $417,166,791 across 130 Banks - Regional names. WTFC ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
246,565 | $60,709,234 | |
| 2 | USB |
US Bancorp \De\
|
830,198 | $50,143,959 | |
| 3 | TFC |
Truist Financial Corp
|
787,177 | $39,217,158 | |
| 4 | FITB |
Fifth Third Bancorp
|
426,011 | $24,014,240 | |
| 5 | MTB |
M&T Bank Corp
|
85,035 | $20,239,180 | |
| 6 | RF |
Regions Financial Corp
|
505,213 | $15,257,432 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
832,618 | $14,762,317 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
163,364 | $11,446,915 |
All Filings in WTFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,191,416 | 44,745 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,088,628 | 43,822 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,415,787 | 38,734 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,119,865 | 38,658 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,421,600 | 27,598 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,211,300 | 19,663 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,969,170 | 15,790 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,482,302 | 13,658 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,261,469 | 12,799 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,338,279 | 12,820 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $280,383 | 3,023 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||