CREATIVE FINANCIAL DESIGNS INC /ADV
Position in WTFC — Wintrust Financial Corp
CIK 819864
KOKOMO, IN
Position in WTFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$157,023
+$97,557 QoQ
Shares Held
977
+128.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#447
of 589 holders
Holding Since
Mar 2023
14 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,828,808 across 41 Banks - Regional names. WTFC ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
39,006 | $1,943,278 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
99,253 | $1,759,755 | |
| 3 | USB |
US Bancorp De
|
15,736 | $950,454 | |
| 4 | WSBC |
Wesbanco Inc
|
13,771 | $537,482 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
9,121 | $526,737 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,776 | $381,963 | |
| 7 | WTFC |
Wintrust Financial Corp
This page
|
977 | $157,023 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
352 | $86,669 |
All Filings in WTFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,023 | 977 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $59,466 | 428 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $32,018 | 229 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,138 | 69 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,554 | 69 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,896 | 88 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,604 | 69 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,488 | 69 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,968 | 91 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,499 | 91 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,440 | 91 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,870 | 91 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,608 | 91 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,939 | 54 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||