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Equibles

Access Investment Management LLC

Position in WTFC — Wintrust Financial Corp

CIK 2010477 ATLANTA, GA
Back to WTFC Full portfolio

Position in WTFC

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$2,957,569
+$418,441 QoQ
Shares Held
18,402
+0.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#184
of 597 holders
Holding Since
Dec 2023
10 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, 2026

Access Investment Management LLC holds $49,164,166 across 10 Banks - Regional names. WTFC ranks #5 (6.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EWBC
East West Bancorp Inc
 126,596 $16,342,277
2 CUBI
Customers Bancorp, Inc.
 140,549 $11,117,425
3 FITB
Fifth Third Bancorp
 153,100 $8,630,247
4 FSUN
Firstsun Capital Bancorp
 87,340 $3,387,045
5 WTFC
Wintrust Financial Corp
This page 		18,402 $2,957,569
6 COLB
Columbia Banking System, Inc.
 76,554 $2,453,555
7 FHN
First Horizon Corp
 91,384 $2,343,085
8 CATY
Cathay General Bancorp
 21,261 $1,317,969

All Filings in WTFC

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,957,569 18,402
2026-03-31 $2,539,128 18,275
2025-12-31 $2,549,617 18,235
2025-09-30 $2,415,043 18,235
2025-06-30 $2,237,839 18,050
2024-12-31 $2,226,697 17,855
2024-09-30 $1,923,694 17,725
2024-06-30 $1,744,512 17,700
2024-03-31 $1,829,956 17,530
2023-12-31 $1,623,588 17,505