Clearstead Advisors, LLC

Position in WTFC — Wintrust Financial Corp

CIK 842775 CLEVELAND, OH

Position in WTFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$427,997

+$73,562 QoQ

Shares Held

2,663

+4.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#348

of 592 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $67,000,269 across 194 Banks - Regional names. WTFC ranks #20 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEY	Keycorp /New/	895,538	$20,642,150
2	TFC	Truist Financial Corp	148,625	$7,404,497
3	PNC	Pnc Financial Services Group, Inc.	27,966	$6,885,788
4	FITB	Fifth Third Bancorp	114,584	$6,459,100
5	TFSL	TFS Financial CORP	238,605	$4,228,080
6	HBAN	Huntington Bancshares Inc /Md/	213,052	$3,777,411
7	FCNCA	First Citizens Bancshares Inc /De/	1,058	$2,201,475
8	FMNB	Farmers National Banc Corp /Oh/	105,002	$1,533,029

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$427,997	2,663	+4.4%	Shares	Sole	2026-08-06
2026-03-31	$354,435	2,551	-33.9%	Shares	Sole	2026-05-06
2025-12-31	$539,705	3,860	+695.9%	Shares	Sole	2026-02-09
2025-09-30	$64,233	485	-16.1%	Shares	Sole	2025-11-10
2025-06-30	$71,660	578	+120.6%	Shares	Sole	2025-08-08
2025-03-31	$29,464	262	-7.4%	Shares	Sole	2025-05-13
2024-12-31	$35,292	283	-2.1%	Shares	Sole	2025-02-10
2024-09-30	$31,365	289	+3.6%	Shares	Sole	2024-11-13
2024-06-30	$27,498	279	+173.5%	Shares	Sole	2024-08-12
2024-03-31	$10,647	102	+9.7%	Shares	Sole	2024-05-14
2023-12-31	$8,625	93	+57.6%	Shares	Sole	2024-02-12
2023-09-30	$4,454	59	+136.0%	Shares	Sole	2023-11-07
2023-06-30	$1,815	25	0.0%	Shares	Sole	2023-08-07
2023-03-31	$1,823	25	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.