Accurate Wealth Management
WTFC icon

Accurate Wealth Management’s Wintrust Financial WTFC Stock Holding History

Accurate Wealth 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
Q3 		$568K Buy
3,974
+913
+30% +$142K 0.05% 350
2026
Q2 		$494K Buy
3,061
+466
+18% +$70.1K 0.05% 349
2026
Q1 		$379K Buy
2,595
+1,181
+84% +$171K 0.05% 373
2025
Q4 		$206K Buy
+1,414
New +$188K 0.03% 486
2023
Q1 		– Sell
-1,562
Closed -$134K – 1477
2022
Q4 		$134K Buy
+1,562
New +$138K 0.05% 259

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $733M AUM 28.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Accurate Wealth Management's WTFC Position: Q3 2026 in Review

Accurate Wealth Management increased its Wintrust Financial (WTFC) stake by 30% in Q3 2026, buying an estimated $142K and bringing the position to 3,974 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #350.

Accurate Wealth Management first reported a position in WTFC in Q4 2022 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Accurate Wealth Management held 3,974 shares of Wintrust Financial worth $568K as of Q3 2026.
  • Accurate Wealth Management bought 913 Wintrust Financial shares in Q3 2026, an estimated $142K.
  • Wintrust Financial made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #350 holding.
  • Accurate Wealth Management first reported a position in Wintrust Financial in Q4 2022 and has held it in 5 quarters since.
  • 214 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.