Position in WTFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,714
+$1,045 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#534
of 592 holders
Holding Since
Sep 2024
8 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, 2026WOLFF WIESE MAGANA LLC holds $5,009,093 across 12 Banks - Regional names. WTFC ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
154,616 | $2,741,341 | |
| 2 | MTB |
M&T Bank Corp
|
7,226 | $1,719,860 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
2,606 | $402,679 | |
| 4 | KEY |
Keycorp /New/
|
1,542 | $35,543 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
122 | $30,038 | |
| 6 | WBS |
Webster Financial Corp
|
361 | $27,587 | |
| 7 | TFC |
Truist Financial Corp
|
363 | $18,084 | |
| 8 | SFBS |
ServisFirst Bancshares, Inc.
|
206 | $8,935 |
All Filings in WTFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,714 | 48 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,669 | 48 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,711 | 48 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,357 | 48 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,951 | 48 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,398 | 48 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,986 | 48 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,209 | 48 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||