Investors Portfolio Services LLC
Position in WTFC — Wintrust Financial Corp
CIK 2073833
PUYALLUP, WA
Position in WTFC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,639
New position
Shares Held
19
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Investors Portfolio Services LLC holds $1,470,304 across 20 Banks - Regional names. WTFC ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSBK |
Timberland Bancorp Inc
|
35,453 | $1,397,911 | |
| 2 | KEY |
Keycorp /New/
|
2,223 | $44,571 | |
| 3 | USB |
US Bancorp De
|
114 | $5,929 | |
| 4 | SHBI |
Shore Bancshares Inc
|
207 | $3,866 | |
| 5 | IBCP |
Independent Bank Corp /Mi/
|
113 | $3,762 | |
| 6 | WTFC |
Wintrust Financial Corp
This page
|
19 | $2,639 | |
| 7 | TFSL |
TFS Financial CORP
|
111 | $1,559 | |
| 8 | OFG |
Ofg Bancorp
|
33 | $1,335 |
All Filings in WTFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,639 | 19 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||