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Allworth Financial’s Wintrust Financial WTFC Stock Holding History

Allworth Financial’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 		$112K Sell
697
-6
-0.9% -$903 ﹤0.01% 1871
2026
Q1 		$97.7K Buy
703
+124
+21% +$18K ﹤0.01% 1841
2025
Q4 		$81K Sell
579
-5
-0.9% -$665 ﹤0.01% 1880
2025
Q3 		$77.3K Buy
584
+134
+30% +$17.7K ﹤0.01% 1825
2025
Q2 		$55.8K Buy
450
+99
+28% +$11.4K ﹤0.01% 1885
2025
Q1 		$39.1K Buy
351
+24
+7% +$2.97K ﹤0.01% 1675
2024
Q4 		$43.6K Buy
327
+20
+7% +$2.47K ﹤0.01% 1647
2024
Q3 		$33.3K Buy
307
+21
+7% +$2.19K ﹤0.01% 1592
2024
Q2 		$30K Sell
286
-8
-3% -$784 ﹤0.01% 1622
2024
Q1 		$30.7K Sell
294
-4
-1% -$386 ﹤0.01% 1530
2023
Q4 		$27.6K Buy
298
+52
+21% +$4.3K ﹤0.01% 1458
2023
Q3 		$18.6K Buy
246
+8
+3% +$629 ﹤0.01% 1569
2023
Q2 		$17.3K Buy
238
+216
+982% +$14.7K ﹤0.01% 1627
2023
Q1 		$1.6K Sell
22
-172
-89% -$14.7K ﹤0.01% 2503
2022
Q4 		$16.4K Hold
194
– – ﹤0.01% 1469
2022
Q3 		$16K Buy
194
+7
+4% +$594 ﹤0.01% 1398
2022
Q2 		$15K Sell
187
-5
-3% -$431 ﹤0.01% 1384
2022
Q1 		$18K Buy
192
+4
+2% +$390 ﹤0.01% 1307
2021
Q4 		$17K Hold
188
– – ﹤0.01% 1190
2021
Q3 		$15K Buy
+188
New +$13.9K ﹤0.01% 1133

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

Allworth Financial's WTFC Position: Q2 2026 in Review

Allworth Financial reduced its Wintrust Financial (WTFC) stake by 0.85% in Q2 2026, selling an estimated $903 and leaving 697 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Allworth Financial first reported a position in WTFC in Q3 2021 and has held it in 20 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Allworth Financial held 697 shares of Wintrust Financial worth $112K as of Q2 2026.
  • Allworth Financial sold 6 Wintrust Financial shares in Q2 2026, an estimated $903.
  • Wintrust Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1871 holding.
  • Allworth Financial first reported a position in Wintrust Financial in Q3 2021 and has held it in 20 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.