Position in WTFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$633,397
New position
Shares Held
3,941
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#299
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, 2026COFG Advisors, LLC holds $928,088 across 2 Banks - Regional names. WTFC ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
This page
|
3,941 | $633,397 | |
| 2 | USB |
US Bancorp De
|
4,879 | $294,691 |
All Filings in WTFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,397 | 3,941 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||