AmeriFlex Group’s Wintrust Financial WTFC Stock Holding History

AmeriFlex 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 Q1	–	Sell	-45	Closed	-$6.29K	–	1174
2025 Q4	$6.29K	Sell	45 -45	-50%	-$5.99K	﹤0.01%	805
2025 Q3	$11.9K	Buy	+90	New	+$11.9K	﹤0.01%	741

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AmeriFlex Group's WTFC Position: Q1 2026 in Review

AmeriFlex Group sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 45 shares — an estimated $6.29K sold.

AmeriFlex Group first reported a position in WTFC in Q3 2025 and held it in 2 quarters. The position peaked at $11.9K in Q3 2025. 557 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

AmeriFlex Group reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
AmeriFlex Group sold 45 Wintrust Financial shares in Q1 2026, an estimated $6.29K.
AmeriFlex Group first reported a position in Wintrust Financial in Q3 2025 and held it in 2 quarters.
AmeriFlex Group's Wintrust Financial position peaked at $11.9K in Q3 2025.
557 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.