Riverpoint Wealth Management Holdings, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1682733
CHICAGO, IL
Position in WTFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$259,884
+$36,052 QoQ
Shares Held
1,617
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#408
of 592 holders
Holding Since
Dec 2020
6 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, 2026Riverpoint Wealth Management Holdings, LLC holds $259,884 across 1 Banks - Regional name. WTFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
This page
|
1,617 | $259,884 |
All Filings in WTFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,884 | 1,617 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $223,832 | 1,611 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $224,411 | 1,605 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $211,771 | 1,599 | Shares | Sole | 2025-11-05 | |
| 2022-12-31 | $141,571 | 1,675 | Shares | Sole | 2023-02-08 | |
| 2020-12-31 | $231,286 | 3,786 | Shares | Sole | 2021-02-23 | |
| No filing history on record for this holder in this stock. | ||||||