Position in WTFC
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,945
+$1,147 QoQ
Shares Held
14
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
2 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, 2026Abound Wealth Management holds $761,981 across 35 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
2,395 | $135,006 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
1,934 | $133,813 | |
| 3 | TFC |
Truist Financial Corp
|
2,040 | $101,632 | |
| 4 | NWBI |
Northwest Bancshares, Inc.
|
6,518 | $98,812 | |
| 5 | CBU |
Community Financial System, Inc.
|
1,218 | $81,752 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
4,153 | $73,632 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
169 | $41,611 | |
| 8 | KEY |
Keycorp /New/
|
1,208 | $27,844 |
All Filings in WTFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,945 | 14 | Shares | Sole | 2026-04-10 | |
| 2023-06-30 | $798 | 11 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||