Performance Wealth Partners, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1908765
HINSDALE, IL
Position in WTFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$327,708
+$49,828 QoQ
Shares Held
2,039
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#379
of 592 holders
Holding Since
Mar 2024
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, 2026Performance Wealth Partners, LLC holds $626,356 across 2 Banks - Regional names. WTFC ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
This page
|
2,039 | $327,708 | |
| 2 | FITB |
Fifth Third Bancorp
|
5,298 | $298,648 |
All Filings in WTFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,708 | 2,039 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $277,880 | 2,000 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $279,640 | 2,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $264,880 | 2,000 | Shares | Sole | 2025-11-07 | |
| 2024-03-31 | $939,510 | 9,000 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||