Strategic Wealth Partners, Ltd.
Position in WTFC — Wintrust Financial Corp
CIK 1720777
INDEPENDENCE, OH
Position in WTFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,000
+$1,220 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#532
of 592 holders
Holding Since
Sep 2025
4 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, 2026Strategic Wealth Partners, Ltd. holds $18,285,018 across 20 Banks - Regional names. WTFC ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
66,276 | $16,318,476 | |
| 2 | PRK |
Park National Corp /Oh/
|
8,384 | $1,534,188 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,824 | $102,818 | |
| 4 | FFBC |
First Financial Bancorp /Oh/
|
1,893 | $64,040 | |
| 5 | INDB |
Independent Bank Corp
|
565 | $47,301 | |
| 6 | KEY |
Keycorp /New/
|
1,599 | $36,856 | |
| 7 | USB |
US Bancorp \De\
|
341 | $20,596 | |
| 8 | FCF |
First Commonwealth Financial Corp /Pa/
|
978 | $19,882 |
All Filings in WTFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,000 | 56 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,780 | 56 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,829 | 56 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $7,416 | 56 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||