Position in WTFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$866,120
+$128,627 QoQ
Shares Held
5,389
+1.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#266
of 589 holders
Holding Since
Jun 2024
8 quarters on record
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $8,834,363 across 16 Banks - Regional names. WTFC ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,318 | $1,555,617 | |
| 2 | USB |
US Bancorp De
|
18,788 | $1,134,795 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,995 | $907,415 | |
| 4 | WTFC |
Wintrust Financial Corp
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|
5,389 | $866,120 | |
| 5 | TFC |
Truist Financial Corp
|
13,798 | $687,416 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
9,620 | $674,073 | |
| 7 | FBK |
FB Financial Corp
|
11,112 | $615,049 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
|
13,286 | $542,600 |
All Filings in WTFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,120 | 5,389 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $737,493 | 5,308 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $738,529 | 5,282 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $701,667 | 5,298 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,245,999 | 10,050 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $567,023 | 5,042 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $543,843 | 5,011 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $492,800 | 5,000 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||