RICHARDSON FINANCIAL SERVICES INC.
Position in WTFC — Wintrust Financial Corp
CIK 2012303
MEDWAY, MA
Position in WTFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$70,556
+$14,286 QoQ
Shares Held
439
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#464
of 589 holders
Holding Since
Dec 2023
11 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $1,472,146 across 14 Banks - Regional names. WTFC ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,826 | $291,490 | |
| 2 | FITB |
Fifth Third Bancorp
|
4,850 | $273,394 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
3,818 | $267,527 | |
| 4 | RF |
Regions Financial Corp
|
6,840 | $206,568 | |
| 5 | TFC |
Truist Financial Corp
|
2,205 | $109,853 | |
| 6 | WTFC |
Wintrust Financial Corp
This page
|
439 | $70,556 | |
| 7 | KB |
KB Financial Group Inc.
|
528 | $55,418 | |
| 8 | KEY |
Keycorp /New/
|
2,070 | $47,713 |
All Filings in WTFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,556 | 439 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $56,270 | 405 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $51,174 | 366 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $41,321 | 312 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $22,068 | 178 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,984 | 71 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,969 | 104 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,891 | 128 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $12,615 | 128 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,829 | 75 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,666 | 115 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||