Retirement Wealth Solutions LLC
PensionPosition in WTFC — Wintrust Financial Corp
CIK 2044741
MARSHFIELD, WI
Position in WTFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,446
+$474 QoQ
Shares Held
9
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#575
of 592 holders
Holding Since
Mar 2025
6 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, 2026Retirement Wealth Solutions LLC holds $180,520 across 32 Banks - Regional names. WTFC ranks #23 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
440 | $24,802 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
86 | $21,174 | |
| 3 | NWG |
NatWest Group plc
|
849 | $14,967 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
211 | $14,784 | |
| 5 | USB |
US Bancorp \De\
|
219 | $13,227 | |
| 6 | LYG |
Lloyds Banking Group plc
|
1,939 | $11,304 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
234 | $7,899 | |
| 8 | HOMB |
Home Bancshares Inc
|
269 | $7,679 |
All Filings in WTFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,446 | 9 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $972 | 7 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $699 | 5 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $529 | 4 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,215 | 34 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $3,823 | 34 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||