Position in WTFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$517,036
+$67,705 QoQ
Shares Held
3,217
-0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 592 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $81,859,682 across 40 Banks - Regional names. WTFC ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
44,994 | $11,078,422 | |
| 2 | USB |
US Bancorp \De\
|
181,168 | $10,942,547 | |
| 3 | TFC |
Truist Financial Corp
|
207,531 | $10,339,194 | |
| 4 | MTB |
M&T Bank Corp
|
43,054 | $10,247,282 | |
| 5 | UCB |
United Community Banks Inc
|
241,611 | $8,478,129 | |
| 6 | OVLY |
Oak Valley Bancorp
|
140,282 | $4,734,517 | |
| 7 | HOPE |
Hope Bancorp Inc
|
181,841 | $2,487,584 | |
| 8 | JMSB |
John Marshall Bancorp, Inc.
|
104,494 | $2,277,969 |
All Filings in WTFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,036 | 3,217 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $449,331 | 3,234 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $435,958 | 3,118 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $447,028 | 3,975 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $445,339 | 3,571 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,364,872 | 12,576 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,175,031 | 11,922 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,193,385 | 11,432 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $771,680 | 8,320 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $612,909 | 8,118 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $516,400 | 7,111 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $252,625 | 3,463 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $346,995 | 4,255 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $330,137 | 4,119 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||