Position in WTFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$26,707,967
+$3,236,555 QoQ
Shares Held
166,177
-1.6% QoQ
Ownership
0.246%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#69
of 592 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Leeward Investments, LLC - MA holds $311,120,465 across 17 Banks - Regional names. WTFC ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
861,441 | $27,609,184 | |
| 2 | WTFC |
Wintrust Financial Corp
This page
|
166,177 | $26,707,967 | |
| 3 | VLY |
Valley National Bancorp
|
1,820,648 | $26,672,493 | |
| 4 | FIBK |
First Interstate Bancsystem Inc
|
618,416 | $23,846,120 | |
| 5 | ONB |
Old National Bancorp /In/
|
885,504 | $22,934,553 | |
| 6 | NBHC |
National Bank Holdings Corp
|
508,755 | $22,603,984 | |
| 7 | ASB |
Associated Banc-Corp
|
709,469 | $21,830,361 | |
| 8 | INDB |
Independent Bank Corp
|
260,345 | $21,796,083 |
All Filings in WTFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,707,967 | 166,177 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $23,471,412 | 168,932 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $24,085,393 | 172,260 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,660,389 | 231,504 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $29,345,322 | 236,694 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $27,581,939 | 245,260 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $32,008,567 | 256,664 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $29,929,535 | 275,772 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $27,272,537 | 276,710 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $27,353,416 | 262,031 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $25,347,369 | 273,287 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $20,778,959 | 275,218 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $21,524,931 | 296,405 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $22,204,156 | 304,375 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $26,973,797 | 319,141 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $26,201,770 | 321,297 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $26,244,556 | 327,443 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $31,335,810 | 337,198 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||