Steward Partners Investment Advisory, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1723397
STAMFORD, CT
Position in WTFC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$70,442
-$798,818 QoQ
Shares Held
507
-91.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Steward Partners Investment Advisory, LLC holds $75,763,532 across 130 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp \De\
|
56,496 | $3,412,358 |
All Filings in WTFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,442 | 507 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $869,260 | 6,217 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $506,583 | 3,825 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $451,783 | 3,644 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $393,610 | 3,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $441,847 | 3,543 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $459,841 | 4,237 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $459,585 | 4,663 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $299,703 | 2,871 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $111,485 | 1,202 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $91,355 | 1,210 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $113,214 | 1,559 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $113,437 | 1,555 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,282,699 | 145,323 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $12,773,502 | 156,634 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,951,678 | 161,593 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,710,261 | 158,294 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,132,730 | 78,537 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,141,510 | 63,973 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,756,370 | 62,890 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,934,883 | 65,104 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,680,305 | 60,244 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,046 | 126 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,496 | 126 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,107 | 125 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||