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Access Investment Management’s Wintrust Financial WTFC Stock Holding History

Access Investment Management’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.96M Buy
18,402
+127
+0.7% +$19.1K 0.76% 39
2026
Q1 		$2.54M Buy
18,275
+40
+0.2% +$5.8K 0.68% 38
2025
Q4 		$2.42M Hold
18,235
– – 0.65% 40
2025
Q3 		$2.42M Buy
18,235
+185
+1% +$24.4K 0.65% 40
2025
Q2 		$2.24M Buy
+18,050
New +$2.07M 0.64% 39
2024
Q4 		$2.23M Buy
17,855
+130
+0.7% +$16.1K 0.65% 41
2024
Q3 		$1.92M Buy
17,725
+25
+0.1% +$2.61K 0.59% 41
2024
Q2 		$1.74M Buy
17,700
+170
+1% +$16.7K 0.57% 40
2024
Q1 		$1.83M Buy
17,530
+25
+0.1% +$2.41K 0.6% 38
2023
Q4 		$1.62M Buy
+17,505
New +$1.45M 0.61% 36

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Access Investment Management's WTFC Position: Q2 2026 in Review

Access Investment Management increased its Wintrust Financial (WTFC) stake by 0.69% in Q2 2026, buying an estimated $19.1K and bringing the position to 18,402 shares worth $2.96M. The position accounts for 0.76% of the portfolio, ranked #39.

Access Investment Management first reported a position in WTFC in Q4 2023 and has held it in 10 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Access Investment Management held 18,402 shares of Wintrust Financial worth $2.96M as of Q2 2026.
  • Access Investment Management bought 127 Wintrust Financial shares in Q2 2026, an estimated $19.1K.
  • Wintrust Financial made up 0.76% of Access Investment Management's portfolio in Q2 2026, its #39 holding.
  • Access Investment Management first reported a position in Wintrust Financial in Q4 2023 and has held it in 10 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.