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Avion Wealth’s Wintrust Financial WTFC Stock Holding History

Avion Wealth’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 		$9K Buy
60
+9
+18% +$1.35K ﹤0.01% 632
2026
Q1 		$7K Buy
51
+15
+42% +$2.17K ﹤0.01% 595
2025
Q4 		$5K Buy
36
+4
+13% +$532 ﹤0.01% 683
2025
Q3 		$4K Sell
32
-4
-11% -$528 ﹤0.01% 719
2025
Q2 		$4K Buy
36
+21
+140% +$2.41K ﹤0.01% 699
2025
Q1 		$1K Hold
15
– – ﹤0.01% 956
2024
Q4 		$1K Hold
15
– – ﹤0.01% 954
2024
Q3 		$1K Sell
15
-5
-25% -$521 ﹤0.01% 930
2024
Q2 		$1K Buy
20
+10
+100% +$980 ﹤0.01% 845
2024
Q1 		$2K Buy
+10
New +$965 ﹤0.01% 801
2023
Q2 		– Sell
-6
Closed – – 1064
2023
Q1 		$0 Buy
+6
New +$513 ﹤0.01% 803

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

Avion Wealth's WTFC Position: Q2 2026 in Review

Avion Wealth increased its Wintrust Financial (WTFC) stake by 18% in Q2 2026, buying an estimated $1.35K and bringing the position to 60 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Avion Wealth first reported a position in WTFC in Q1 2023 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Avion Wealth held 60 shares of Wintrust Financial worth $9K as of Q2 2026.
  • Avion Wealth bought 9 Wintrust Financial shares in Q2 2026, an estimated $1.35K.
  • Wintrust Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #632 holding.
  • Avion Wealth first reported a position in Wintrust Financial in Q1 2023 and has held it in 11 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.