Position in WTFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$211,186
New position
Shares Held
1,314
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#439
of 592 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Morey & Quinn Wealth Partners, LLC holds $211,186 across 1 Banks - Regional name. WTFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
This page
|
1,314 | $211,186 |
All Filings in WTFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,186 | 1,314 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||