Position in WTFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$260,204
+$32,622 QoQ
Shares Held
1,619
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#407
of 592 holders
Holding Since
Dec 2024
6 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $6,456,127 across 21 Banks - Regional names. WTFC ranks #12 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,298 | $812,032 | |
| 2 | USB |
US Bancorp \De\
|
8,640 | $521,855 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
9,659 | $498,211 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
14,642 | $494,313 | |
| 5 | KB |
KB Financial Group Inc.
|
3,563 | $373,972 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
5,297 | $371,160 | |
| 7 | IBN |
Icici Bank Ltd
|
11,622 | $337,386 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,061 | $308,793 |
All Filings in WTFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,204 | 1,619 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $227,582 | 1,638 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $229,164 | 1,639 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $216,671 | 1,636 | Shares | Other | 2025-10-31 | |
| 2025-06-30 | $202,211 | 1,631 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $214,376 | 1,719 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||