Position in WTFC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$14,892,839
+$2,188,934 QoQ
Shares Held
107,189
+18.0% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86.19261304798067.ToString("F0")%
Shared 0.ToString("F0")%
None 13.807386952019328.ToString("F0")%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CONGRESS ASSET MANAGEMENT CO holds $275,729,199 across 15 Banks - Regional names. WTFC ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
1,095,966 | $85,474,388 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
2,241,874 | $80,124,576 | |
| 3 | UMBF |
Umb Financial Corp
|
151,351 | $17,070,879 | |
| 4 | TBBK |
Bancorp, Inc.
|
283,677 | $15,241,965 | |
| 5 | WTFC |
Wintrust Financial Corp
This page
|
107,189 | $14,892,839 | |
| 6 | BKU |
BankUnited, Inc.
|
248,714 | $11,231,924 | |
| 7 | BOH |
Bank Of Hawaii Corp
|
142,785 | $10,601,786 | |
| 8 | FNB |
Fnb Corp/Pa/
|
542,711 | $9,074,127 |
All Filings in WTFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,892,839 | 107,189 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $12,703,905 | 90,859 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $12,029,127 | 90,827 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $11,296,685 | 91,117 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $10,587,546 | 94,145 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $11,764,891 | 94,338 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,759,885 | 89,928 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,950,529 | 90,813 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,570,579 | 91,681 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $8,720,262 | 94,019 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $7,104,172 | 94,095 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,965,492 | 95,917 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,923,611 | 94,909 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,461,087 | 88,276 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $7,174,361 | 87,975 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,152,906 | 89,244 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,308,871 | 89,410 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,676,197 | 84,521 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $6,791,023 | 84,497 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,354,508 | 84,021 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,590,553 | 73,754 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,725,207 | 60,979 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,536,326 | 63,329 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,762,410 | 63,329 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $237,216 | 7,219 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||