Position in WTFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,928
+$261 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#567
of 592 holders
Holding Since
Sep 2025
3 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, 2026MONTAG A & ASSOCIATES INC holds $11,540,311 across 20 Banks - Regional names. WTFC ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
67,027 | $3,339,285 | |
| 2 | ABCB |
Ameris Bancorp
|
26,665 | $2,406,782 | |
| 3 | SSB |
SouthState Bank Corp
|
18,319 | $1,830,068 | |
| 4 | USB |
US Bancorp \De\
|
22,637 | $1,367,274 | |
| 5 | RF |
Regions Financial Corp
|
22,398 | $676,419 | |
| 6 | MTB |
M&T Bank Corp
|
2,663 | $633,820 | |
| 7 | SFBS |
ServisFirst Bancshares, Inc.
|
12,000 | $520,500 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,536 | $356,711 |
All Filings in WTFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,928 | 12 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,667 | 12 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $927 | 7 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||