Position in WTFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$642
-$469 QoQ
Shares Held
4
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#582
of 592 holders
Holding Since
Mar 2026
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, 2026Valued Wealth Advisors LLC holds $205,844 across 47 Banks - Regional names. WTFC ranks #45 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
79 | $19,451 | |
| 2 | FITB |
Fifth Third Bancorp
|
295 | $16,629 | |
| 3 | TFC |
Truist Financial Corp
|
327 | $16,291 | |
| 4 | IBN |
Icici Bank Ltd
|
528 | $15,327 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
176 | $12,177 | |
| 6 | USB |
US Bancorp \De\
|
146 | $8,818 | |
| 7 | EWBC |
East West Bancorp Inc
|
64 | $8,261 | |
| 8 | AX |
Axos Financial, Inc.
|
73 | $7,109 |
All Filings in WTFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642 | 4 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,111 | 8 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||