Position in WTFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,055,445
+$1,362,609 QoQ
Shares Held
37,677
+11.5% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,973 across 105 Banks - Regional names. WTFC ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in WTFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,055,445 | 37,677 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,692,836 | 33,776 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,427,538 | 31,666 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,531,962 | 34,219 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,410,959 | 35,578 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $3,954,879 | 35,167 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,290,172 | 18,364 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,200,430 | 47,917 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,666,550 | 16,909 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,781,414 | 17,065 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,582,685 | 17,064 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,274,062 | 16,875 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,234,902 | 17,005 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $8,990,065 | 123,236 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $15,195,174 | 179,782 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $5,573,207 | 68,341 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $16,459,041 | 205,353 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $16,004,031 | 172,216 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $10,351,662 | 113,980 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $38,071,989 | 473,709 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $35,126,578 | 464,453 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $23,042,061 | 303,985 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $17,490,858 | 286,313 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,940,110 | 198,255 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,223,327 | 188,522 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,909,084 | 149,394 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||