Advisory Services Network’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $237K | Buy |
1,472
+151
| +11% | +$22.7K | ﹤0.01% | 1883 |
|
|
2026
Q1 | $184K | Buy |
+1,321
| New | +$191K | ﹤0.01% | 1860 |
|
|
2025
Q4 | – | Sell |
-465
| Closed | -$61.6K | – | 4249 |
|
|
2025
Q3 | $61.6K | Buy |
+465
| New | +$61.4K | ﹤0.01% | 2330 |
|
|
2024
Q1 | – | Sell |
-1,483
| Closed | -$138K | – | 3666 |
|
|
2023
Q4 | $138K | Sell |
1,483
-1,820
| -55% | -$150K | ﹤0.01% | 1460 |
|
|
2023
Q3 | $249K | Buy |
3,303
+302
| +10% | +$23.8K | 0.01% | 1215 |
|
|
2023
Q2 | $218K | Buy |
3,001
+2,307
| +332% | +$157K | 0.01% | 1263 |
|
|
2023
Q1 | $50.6K | Buy |
694
+8
| +1% | +$684 | ﹤0.01% | 2011 |
|
|
2022
Q4 | $58K | Buy |
+686
| New | +$60.6K | ﹤0.01% | 1899 |
|
|
2020
Q4 | – | Sell |
-116
| Closed | -$6.24K | – | 3749 |
|
|
2020
Q3 | $4K | Buy |
+116
| New | +$4.96K | ﹤0.01% | 2880 |
|
|
2020
Q2 | – | Sell |
-84
| Closed | -$3K | – | 2751 |
|
|
2020
Q1 | $3K | Sell |
84
-55
| -40% | -$3.05K | ﹤0.01% | 2681 |
|
|
2019
Q4 | $10K | Sell |
139
-235
| -63% | -$15.7K | ﹤0.01% | 2373 |
|
|
2019
Q3 | $27K | Hold |
374
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q2 | $27K | Buy |
374
+290
| +345% | +$21.2K | ﹤0.01% | 1666 |
|
|
2019
Q1 | $6K | Sell |
84
-14
| -14% | -$1K | ﹤0.01% | 2052 |
|
|
2018
Q4 | $7K | Sell |
98
-50
| -34% | -$3.8K | ﹤0.01% | 1918 |
|
|
2018
Q3 | $13K | Sell |
148
-28
| -16% | -$2.49K | ﹤0.01% | 1743 |
|
|
2018
Q2 | $16K | Hold |
176
| – | – | ﹤0.01% | 1638 |
|
|
2018
Q1 | $15K | Buy |
176
+28
| +19% | +$2.41K | ﹤0.01% | 1748 |
|
|
2017
Q4 | $12K | Buy |
148
+77
| +108% | +$6.2K | ﹤0.01% | 1780 |
|
|
2017
Q3 | $6K | Hold |
71
| – | – | ﹤0.01% | 1838 |
|
|
2017
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 1843 |
|
|
2017
Q1 | $5K | Buy |
+71
| New | +$5.1K | ﹤0.01% | 1732 |
|
|
2016
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 1623 |
|
|
2016
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 1504 |
|
|
2016
Q1 | $3K | Buy |
71
+19
| +37% | +$814 | ﹤0.01% | 1422 |
|
|
2015
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 1285 |
|
|
2015
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 1280 |
|
|
2015
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 1222 |
|
|
2015
Q1 | $2K | Sell |
52
-16
| -24% | -$739 | ﹤0.01% | 1206 |
|
|
2014
Q4 | $3K | Buy |
+68
| New | +$3.08K | ﹤0.01% | 1051 |
|
|
2014
Q1 | – | Sell |
-84
| Closed | -$4K | – | 814 |
|
|
2013
Q4 | $4K | Buy |
+84
| New | +$3.72K | ﹤0.01% | 879 |
|
Other funds holding WTFC
Advisory Services Network's WTFC Position: Q2 2026 in Review
Advisory Services Network increased its Wintrust Financial (WTFC) stake by 11% in Q2 2026, buying an estimated $22.7K and bringing the position to 1,472 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.
Advisory Services Network first reported a position in WTFC in Q4 2013 and has held it in 31 quarters since. The position peaked at $249K in Q3 2023. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.
- Advisory Services Network held 1,472 shares of Wintrust Financial worth $237K as of Q2 2026.
- Advisory Services Network bought 151 Wintrust Financial shares in Q2 2026, an estimated $22.7K.
- Wintrust Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1883 holding.
- Advisory Services Network first reported a position in Wintrust Financial in Q4 2013 and has held it in 31 quarters since.
- Advisory Services Network's Wintrust Financial position peaked at $249K in Q3 2023.
- 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.