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Albert D. Mason Inc’s Wintrust Financial WTFC Stock Holding History

Albert D. Mason Inc’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 		$2.37M Buy
14,761
+113
+0.8% +$17K 1.35% 17
2026
Q1 		$2.04M Buy
14,648
+34
+0.2% +$4.93K 1.32% 21
2025
Q4 		$2.04M Buy
14,614
+5
+0% +$665 1.34% 21
2025
Q3 		$1.93M Buy
14,609
+10,333
+242% +$1.36M 1.26% 25
2025
Q2 		$530K Buy
+4,276
New +$490K 0.38% 93

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

Albert D. Mason Inc's WTFC Position: Q2 2026 in Review

Albert D. Mason Inc increased its Wintrust Financial (WTFC) stake by 0.77% in Q2 2026, buying an estimated $17K and bringing the position to 14,761 shares worth $2.37M. The position accounts for 1.35% of the portfolio, ranked #17.

Albert D. Mason Inc first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Albert D. Mason Inc held 14,761 shares of Wintrust Financial worth $2.37M as of Q2 2026.
  • Albert D. Mason Inc bought 113 Wintrust Financial shares in Q2 2026, an estimated $17K.
  • Wintrust Financial made up 1.35% of Albert D. Mason Inc's portfolio in Q2 2026, its #17 holding.
  • Albert D. Mason Inc first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Albert D. Mason Inc's 13F filing for Q2 2026, filed 22 Jul 2026.