Position in WTFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$466,890
+$456,415 QoQ
Shares Held
2,905
+3358.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#332
of 589 holders
Holding Since
Dec 2022
5 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, 2026Coppell Advisory Solutions LLC holds $1,639,299 across 3 Banks - Regional names. WTFC ranks #2 (28.5% of the industry book) .
All Filings in WTFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,890 | 2,905 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $10,475 | 84 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $20,312 | 219 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,562 | 524 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $44,288 | 524 | Shares | Sole | 2023-05-19 | |
| No filing history on record for this holder in this stock. | ||||||