Position in WTFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$259,080
+$35,943 QoQ
Shares Held
1,612
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.49%
of 13F equity value
Holder Rank
#410
of 592 holders
Holding Since
Jun 2025
5 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, 2026Financial Advisory Corp holds $702,986 across 2 Banks - Regional names. WTFC ranks #2 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
25,037 | $443,906 | |
| 2 | WTFC |
Wintrust Financial Corp
This page
|
1,612 | $259,080 |
All Filings in WTFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,080 | 1,612 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $223,137 | 1,606 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $223,712 | 1,600 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $228,326 | 1,724 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $213,741 | 1,724 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||