Position in WTFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,227,578
+$174,804 QoQ
Shares Held
57,414
-11.9% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#115
of 596 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 48%
Shared 36%
None 16%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Moody Aldrich Partners LLC holds $85,780,559 across 14 Banks - Regional names. WTFC ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
114,219 | $9,562,414 | |
| 2 | WTFC |
Wintrust Financial Corp
This page
|
57,414 | $9,227,578 | |
| 3 | ONB |
Old National Bancorp /In/
|
330,227 | $8,552,879 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
261,163 | $8,370,274 | |
| 5 | CASH |
Pathward Financial, Inc.
|
92,961 | $8,093,184 | |
| 6 | FIBK |
First Interstate Bancsystem Inc
|
170,347 | $6,568,580 | |
| 7 | CATY |
Cathay General Bancorp
|
104,425 | $6,473,305 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
138,493 | $6,347,134 |
All Filings in WTFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,227,578 | 57,414 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,052,774 | 65,156 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,204,770 | 65,833 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,720,348 | 43,192 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,343,188 | 51,163 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,198,086 | 108,466 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,923,996 | 111,651 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $12,464,344 | 114,847 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $11,434,734 | 116,018 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $10,721,166 | 102,703 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,739,863 | 105,012 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,726,743 | 115,586 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,707,215 | 161,212 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,575,056 | 90,131 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,743,090 | 79,781 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,674,541 | 81,846 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $6,573,903 | 82,020 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $8,761,347 | 94,279 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,650,404 | 84,237 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $8,015,862 | 99,737 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $11,995,069 | 158,602 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,831,495 | 235,244 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $11,020,697 | 180,401 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,217,170 | 180,204 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,669,835 | 175,833 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||