Access Investment Management LLC

Position in WTFC — Wintrust Financial Corp

CIK 2010477 ATLANTA, GA

Position in WTFC

as of Mar 31, 2026 · filed May 22, 2026 Compact

Position Value

$2,539,128

-$10,489 QoQ

Shares Held

18,275

+0.2% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Access Investment Management LLC holds $40,439,771 across 10 Banks - Regional names. WTFC ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EWBC	East West Bancorp Inc	126,250	$13,478,450
2	CUBI	Customers Bancorp, Inc.	139,940	$9,713,235
3	FITB	Fifth Third Bancorp	153,100	$7,113,026
4	WTFC	Wintrust Financial Corp This page	18,275	$2,539,128
5	COLB	Columbia Banking System, Inc.	75,790	$2,078,919
6	FHN	First Horizon Corp	90,530	$2,060,462
7	FSUN	Firstsun Capital Bancorp	53,725	$1,958,813
8	CATY	Cathay General Bancorp	21,190	$1,056,533

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,539,128	18,275	+0.2%	Shares	Sole	2026-05-22
2025-12-31	$2,549,617	18,235	0.0%	Shares	Sole	2026-02-02
2025-09-30	$2,415,043	18,235	+1.0%	Shares	Sole	2025-11-04
2025-06-30	$2,237,839	18,050	+1.1%	Shares	Sole	2025-08-05
2024-12-31	$2,226,697	17,855	+0.7%	Shares	Sole	2025-02-04
2024-09-30	$1,923,694	17,725	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$1,744,512	17,700	+1.0%	Shares	Sole	2024-07-26
2024-03-31	$1,829,956	17,530	+0.1%	Shares	Sole	2024-05-01
2023-12-31	$1,623,588	17,505	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.