Position in WTFC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$531,445
-$379,622 QoQ
Shares Held
3,825
-41.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Forum Financial Management, LP holds $6,662,278 across 7 Banks - Regional names. WTFC ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OSBC |
Old Second Bancorp Inc
|
205,661 | $4,146,125 | |
| 2 | FITB |
Fifth Third Bancorp
|
12,365 | $574,477 | |
| 3 | WTFC |
Wintrust Financial Corp
This page
|
3,825 | $531,445 | |
| 4 | WAL |
Western Alliance Bancorporation
|
6,056 | $429,067 | |
| 5 | NFBK |
Northfield Bancorp, Inc.
|
30,120 | $407,824 | |
| 6 | CHMG |
Chemung Financial Corp
|
6,743 | $362,908 | |
| 7 | USB |
US Bancorp De
|
4,046 | $210,432 |
All Filings in WTFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $531,445 | 3,825 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $911,067 | 6,516 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $862,846 | 6,515 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $790,248 | 6,374 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $685,331 | 6,094 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $764,347 | 6,129 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $658,234 | 6,065 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $581,405 | 5,899 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,137,433 | 10,896 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,010,604 | 10,896 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $796,676 | 10,552 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $766,286 | 10,552 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $769,768 | 10,552 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $885,516 | 10,477 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $854,399 | 10,477 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $560,168 | 6,989 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $660,453 | 7,107 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $634,650 | 6,988 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||