Global Retirement Partners, LLC
PensionPosition in WTFC — Wintrust Financial Corp
CIK 1749744
San Rafael, CA
Position in WTFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$509,643
+$81,654 QoQ
Shares Held
3,171
+3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#321
of 592 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $47,067,979 across 148 Banks - Regional names. WTFC ranks #19 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp \De\
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in WTFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,643 | 3,171 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $427,989 | 3,061 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $255,344 | 1,928 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $195,764 | 1,579 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $46,890 | 376 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $24,961 | 230 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $37,157 | 377 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $17,850 | 171 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $17,158 | 185 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $11,551 | 153 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $10,094 | 139 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $10,213 | 140 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,451 | 29 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,364 | 29 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,324 | 29 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,694 | 29 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $59,152 | 736 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $55,663 | 736 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $55,409 | 731 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $38,242 | 626 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $22,668 | 566 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $24,339 | 558 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $9,825 | 299 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||