Position in WTFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$212,150
New position
Shares Held
1,320
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#436
of 592 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $10,104,880 across 21 Banks - Regional names. WTFC ranks #19 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,065 | $1,493,324 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
15,275 | $1,070,319 | |
| 3 | USB |
US Bancorp \De\
|
16,048 | $969,299 | |
| 4 | FITB |
Fifth Third Bancorp
|
13,460 | $758,740 | |
| 5 | PB |
Prosperity Bancshares Inc
|
7,043 | $514,350 | |
| 6 | LYG |
Lloyds Banking Group plc
|
77,863 | $453,941 | |
| 7 | PGC |
Peapack Gladstone Financial Corp
|
9,365 | $443,245 | |
| 8 | TFC |
Truist Financial Corp
|
8,520 | $424,466 |
All Filings in WTFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,150 | 1,320 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||