Position in WTFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,561,876
+$418,777 QoQ
Shares Held
22,162
-2.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $746,044,510 across 68 Banks - Regional names. WTFC ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,291,446 | $317,979,832 | |
| 2 | TFC |
Truist Financial Corp
|
4,354,869 | $216,959,573 | |
| 3 | USB |
US Bancorp \De\
|
891,123 | $53,823,829 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
10,069 | $20,951,473 | |
| 5 | FITB |
Fifth Third Bancorp
|
286,718 | $16,162,291 | |
| 6 | MTB |
M&T Bank Corp
|
67,136 | $15,979,038 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
804,646 | $14,266,372 | |
| 8 | RF |
Regions Financial Corp
|
467,828 | $14,128,405 |
All Filings in WTFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,561,876 | 22,162 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $3,143,099 | 22,622 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,314,712 | 23,707 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,980,856 | 45,159 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,586,661 | 45,061 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $5,177,770 | 46,041 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,194,545 | 41,653 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,487,389 | 41,347 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,415,809 | 115,826 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $14,878,288 | 142,526 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,760,667 | 148,363 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $12,090,645 | 160,141 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,485,069 | 158,153 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $11,505,818 | 157,722 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $11,747,095 | 138,986 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $13,099,945 | 160,637 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $12,986,142 | 162,023 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $15,126,586 | 162,774 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $17,941,308 | 197,548 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,112,780 | 212,925 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $16,059,272 | 212,340 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $16,272,515 | 214,677 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,283,774 | 217,446 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $10,177,424 | 254,118 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $11,689,634 | 267,988 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $10,287,972 | 313,085 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||