Position in WTFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$215,846
New position
Shares Held
1,343
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#434
of 592 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $293,104,995 across 29 Banks - Regional names. WTFC ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,647,824 | $238,992,593 | |
| 2 | TFC |
Truist Financial Corp
|
349,770 | $17,425,541 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,116 | $8,153,821 | |
| 4 | USB |
US Bancorp \De\
|
86,109 | $5,200,983 | |
| 5 | FCCO |
First Community Corp /Sc/
|
106,941 | $3,494,831 | |
| 6 | SSB |
SouthState Bank Corp
|
27,208 | $2,718,079 | |
| 7 | CCBG |
Capital City Bank Group Inc
|
50,933 | $2,517,108 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 |
All Filings in WTFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,846 | 1,343 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||