Position in WTFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,989
+$9,693 QoQ
Shares Held
1,319
-9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#437
of 592 holders
Holding Since
Dec 2021
17 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, 2026American Trust holds $57,715,436 across 11 Banks - Regional names. WTFC ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRCE |
1St Source Corp
|
655,083 | $53,441,671 | |
| 2 | FIBK |
First Interstate Bancsystem Inc
|
28,570 | $1,101,659 | |
| 3 | TFC |
Truist Financial Corp
|
19,657 | $979,311 | |
| 4 | SYBT |
Stock Yards Bancorp, Inc.
|
6,880 | $526,113 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,721 | $423,744 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,413 | $309,218 | |
| 7 | FBP |
First Bancorp /Pr/
|
8,325 | $217,032 | |
| 8 | USB |
US Bancorp \De\
|
3,539 | $213,755 |
All Filings in WTFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,989 | 1,319 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $202,296 | 1,456 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $242,028 | 1,731 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $238,392 | 1,800 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $250,191 | 2,018 | Shares | Sole | 2025-09-03 | |
| 2024-12-31 | $327,488 | 2,626 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $293,573 | 2,705 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $270,152 | 2,741 | Shares | Sole | 2024-09-12 | |
| 2024-03-31 | $235,817 | 2,259 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $211,377 | 2,279 | Shares | Sole | 2024-02-21 | |
| 2023-06-30 | $222,580 | 3,065 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $250,656 | 3,436 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $370,620 | 4,385 | Shares | Defined | 2023-02-16 | |
| 2022-09-30 | $411,990 | 5,052 | Shares | Defined | 2022-12-02 | |
| 2022-06-30 | $415,577 | 5,185 | Shares | Defined | 2022-10-03 | |
| 2022-03-31 | $447,829 | 4,819 | Shares | Defined | 2022-06-08 | |
| 2021-12-31 | $475,624 | 5,237 | Shares | Defined | 2022-03-17 | |
| No filing history on record for this holder in this stock. | ||||||