Arax Advisory Partners’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
$231K Sell
1,441
-744
-34% -$112K ﹤0.01% 2153
2026
Q1
$308K Buy
2,185
+330
+18% +$47.8K 0.01% 866
2025
Q4
$259K Sell
1,855
-177
-9% -$23.5K 0.01% 910
2025
Q3
$269K Buy
2,032
+1,423
+234% +$188K ﹤0.01% 1126
2025
Q2
$75.5K Sell
609
-4
-0.7% -$459 ﹤0.01% 1063
2025
Q1
$68.9K Buy
613
+126
+26% +$15.6K ﹤0.01% 843
2024
Q4
$60.7K Buy
487
+1
+0.2% +$124 ﹤0.01% 841
2024
Q3
$52.8K Buy
486
+115
+31% +$12K ﹤0.01% 700
2024
Q2
$36.6K Buy
371
+292
+370% +$28.6K ﹤0.01% 759
2024
Q1
$8.22K Buy
79
+1
+1% +$97 ﹤0.01% 811
2023
Q4
$7.27K Buy
+78
New +$6.45K ﹤0.01% 810

Other funds holding WTFC

Arax Advisory Partners's WTFC Position: Q2 2026 in Review

Arax Advisory Partners reduced its Wintrust Financial (WTFC) stake by 34% in Q2 2026, selling an estimated $112K and leaving 1,441 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Arax Advisory Partners first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $308K in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Arax Advisory Partners held 1,441 shares of Wintrust Financial worth $231K as of Q2 2026.
  • Arax Advisory Partners sold 744 Wintrust Financial shares in Q2 2026, an estimated $112K.
  • Wintrust Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2153 holding.
  • Arax Advisory Partners first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • Arax Advisory Partners's Wintrust Financial position peaked at $308K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.