Beverly Hills Private Wealth, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1965710
BEVERLY HILLS, CA
Position in WTFC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$266,347
-$12,314 QoQ
Shares Held
1,917
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $6,630,575 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFSL |
TFS Financial CORP
|
374,186 | $6,630,575 |
All Filings in WTFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,347 | 1,917 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $278,661 | 1,993 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $268,853 | 2,030 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $260,605 | 2,102 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $257,532 | 2,290 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $257,774 | 2,067 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||