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Albion Financial Group’s Wintrust Financial WTFC Stock Holding History

Albion Financial Group’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 		$2.25K Sell
14
-15
-52% -$2.26K ﹤0.01% 537
2026
Q1 		$4.03K Buy
29
+15
+107% +$2.17K ﹤0.01% 502
2025
Q4 		$1.96K Hold
14
– – ﹤0.01% 540
2025
Q3 		$1.85K Buy
+14
New +$1.85K ﹤0.01% 532

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

Albion Financial Group's WTFC Position: Q2 2026 in Review

Albion Financial Group reduced its Wintrust Financial (WTFC) stake by 52% in Q2 2026, selling an estimated $2.26K and leaving 14 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Albion Financial Group first reported a position in WTFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.03K in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Albion Financial Group held 14 shares of Wintrust Financial worth $2.25K as of Q2 2026.
  • Albion Financial Group sold 15 Wintrust Financial shares in Q2 2026, an estimated $2.26K.
  • Wintrust Financial made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #537 holding.
  • Albion Financial Group first reported a position in Wintrust Financial in Q3 2025 and has held it in 4 quarters since.
  • Albion Financial Group's Wintrust Financial position peaked at $4.03K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.