Position in WTFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,519,124
+$1,353,981 QoQ
Shares Held
34,340
+14.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#145
of 596 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $210,707,750 across 60 Banks - Regional names. WTFC ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
823,380 | $49,732,152 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
154,962 | $38,154,743 | |
| 3 | TFC |
Truist Financial Corp
|
311,076 | $15,497,806 | |
| 4 | FITB |
Fifth Third Bancorp
|
212,409 | $11,973,495 | |
| 5 | LYG |
Lloyds Banking Group plc
|
1,453,513 | $8,473,980 | |
| 6 | RF |
Regions Financial Corp
|
238,565 | $7,204,663 | |
| 7 | IBN |
Icici Bank Ltd
|
214,800 | $6,235,644 | |
| 8 | WTFC |
Wintrust Financial Corp
This page
|
34,340 | $5,519,124 |
All Filings in WTFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,519,124 | 34,340 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,165,143 | 29,978 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $4,295,410 | 30,721 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,276,035 | 24,736 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,955,807 | 23,841 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,142,363 | 19,050 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $853,390 | 6,843 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $672,994 | 6,201 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $600,723 | 6,095 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $670,079 | 6,419 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $502,519 | 5,418 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $357,719 | 4,738 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $390,187 | 5,373 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $243,653 | 3,340 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $249,418 | 2,951 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||