Position in WTFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,410
-$1,758 QoQ
Shares Held
15
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#558
of 592 holders
Holding Since
Dec 2024
5 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, 2026Park Square Financial Group, LLC holds $15,609 across 3 Banks - Regional names. WTFC ranks #3 (15.4% of the industry book) .
All Filings in WTFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,410 | 15 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,168 | 30 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $11,257 | 85 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,661 | 86 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,367 | 27 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||