CHICAGO TRUST Co NA

All 13F Filings

Location
Grayslake, IL
Most recent 13F
Q2 2026
Holdings value ($000)
690,135
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/16/2026 382 690,135 13F-HR CHICAGO TRUST Co NA
Q1 2026 4/24/2026 380 625,688 13F-HR CHICAGO TRUST Co NA
Q4 2025 2/17/2026 383 639,783 13F-HR CHICAGO TRUST Co NA
Q3 2025 10/10/2025 412 720,460 13F-HR CHICAGO TRUST Co NA
Q2 2025 7/14/2025 408 711,500 13F-HR CHICAGO TRUST Co NA
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 682.5 K 98.9% 62.67 K 0 62.67 K
ETFs 7.659 K 1.1% 1.772 K 0 1.772 K
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Fund Snapshot

Q2 2026
Latest filed
7/16/2026
Total value ($000)
690,135
Holdings
382
QoQ value change ($000)
64,447 (10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.