Bank of Montreal’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
Q1 | $4.69M | Buy |
33,776
+2,110
| +7% | +$306K | ﹤0.01% | 1337 |
|
|
2025
Q4 | $4.43M | Sell |
31,666
-2,553
| -7% | -$340K | ﹤0.01% | 1372 |
|
|
2025
Q3 | $4.53M | Sell |
34,219
-1,359
| -4% | -$179K | ﹤0.01% | 1330 |
|
|
2025
Q2 | $4.41M | Buy |
35,578
+411
| +1% | +$47.1K | ﹤0.01% | 1292 |
|
|
2025
Q1 | $3.95M | Buy |
35,167
+16,803
| +91% | +$2.08M | ﹤0.01% | 1260 |
|
|
2024
Q4 | $2.29M | Sell |
18,364
-29,553
| -62% | -$3.65M | ﹤0.01% | 1494 |
|
|
2024
Q3 | $5.11M | Buy |
47,917
+31,008
| +183% | +$3.23M | ﹤0.01% | 1298 |
|
|
2024
Q2 | $1.67M | Sell |
16,909
-156
| -0.9% | -$15.3K | ﹤0.01% | 1751 |
|
|
2024
Q1 | $1.78M | Buy |
17,065
+1
| +0% | +$97 | ﹤0.01% | 1688 |
|
|
2023
Q4 | $1.61M | Buy |
17,064
+189
| +1% | +$15.6K | ﹤0.01% | 1796 |
|
|
2023
Q3 | $1.32M | Sell |
16,875
-130
| -0.8% | -$10.2K | ﹤0.01% | 1912 |
|
|
2023
Q2 | $1.24M | Sell |
17,005
-106,231
| -86% | -$7.24M | ﹤0.01% | 2063 |
|
|
2023
Q1 | $9.02M | Sell |
123,236
-56,546
| -31% | -$4.84M | ﹤0.01% | 984 |
|
|
2022
Q4 | $15.2M | Buy |
179,782
+111,441
| +163% | +$9.84M | 0.01% | 795 |
|
|
2022
Q3 | $5.93K | Sell |
68,341
-137,012
| -67% | -$11.6M | ﹤0.01% | 1258 |
|
|
2022
Q2 | $16.9K | Buy |
205,353
+33,137
| +19% | +$2.85M | 0.01% | 816 |
|
|
2022
Q1 | $16.6M | Buy |
172,216
+58,236
| +51% | +$5.67M | 0.01% | 907 |
|
|
2021
Q4 | $10.4M | Sell |
113,980
-359,729
| -76% | -$32.1M | 0.01% | 945 |
|
|
2021
Q3 | $38.2M | Buy |
473,709
+9,256
| +2% | +$684K | 0.02% | 654 |
|
|
2021
Q2 | $36.1M | Buy |
464,453
+160,468
| +53% | +$12.5M | 0.02% | 631 |
|
|
2021
Q1 | $23.1M | Buy |
303,985
+17,672
| +6% | +$1.26M | 0.02% | 639 |
|
|
2020
Q4 | $18.8M | Buy |
286,313
+88,058
| +44% | +$4.74M | 0.01% | 735 |
|
|
2020
Q3 | $8.99M | Buy |
198,255
+9,733
| +5% | +$416K | 0.01% | 906 |
|
|
2020
Q2 | $7.28M | Buy |
188,522
+39,128
| +26% | +$1.56M | 0.01% | 999 |
|
|
2020
Q1 | $4.74M | Buy |
149,394
+14,844
| +11% | +$824K | 0.01% | 1007 |
|
|
2019
Q4 | $9.54M | Buy |
134,550
+33,801
| +34% | +$2.25M | 0.01% | 1010 |
|
|
2019
Q3 | $6.51M | Buy |
100,749
+17,257
| +21% | +$1.14M | 0.01% | 1060 |
|
|
2019
Q2 | $6.11M | Sell |
83,492
-4,674
| -5% | -$341K | 0.01% | 1116 |
|
|
2019
Q1 | $5.94M | Sell |
88,166
-17,431
| -17% | -$1.25M | 0.01% | 1061 |
|
|
2018
Q4 | $7.02M | Buy |
105,597
+500
| +0.5% | +$38K | 0.01% | 922 |
|
|
2018
Q3 | $8.93M | Buy |
105,097
+8,679
| +9% | +$773K | 0.01% | 945 |
|
|
2018
Q2 | $8.39M | Sell |
96,418
-16,943
| -15% | -$1.56M | 0.01% | 962 |
|
|
2018
Q1 | $9.76M | Sell |
113,361
-205,837
| -64% | -$17.7M | 0.01% | 867 |
|
|
2017
Q4 | $26.3M | Sell |
319,198
-193,491
| -38% | -$15.6M | 0.02% | 529 |
|
|
2017
Q3 | $40.1M | Sell |
512,689
-34,368
| -6% | -$2.55M | 0.04% | 393 |
|
|
2017
Q2 | $41.8M | Sell |
547,057
-20,764
| -4% | -$1.49M | 0.04% | 387 |
|
|
2017
Q1 | $39.2M | Buy |
567,821
+236,884
| +72% | +$17M | 0.04% | 376 |
|
|
2016
Q4 | $21.8M | Buy |
330,937
+206,815
| +167% | +$12.8M | 0.02% | 526 |
|
|
2016
Q3 | $6.9M | Sell |
124,122
-20,940
| -14% | -$1.13M | 0.01% | 970 |
|
|
2016
Q2 | $7.4M | Sell |
145,062
-12,298
| -8% | -$615K | 0.01% | 943 |
|
|
2016
Q1 | $6.98M | Sell |
157,360
-3,686
| -2% | -$158K | 0.01% | 899 |
|
|
2015
Q4 | $7.81M | Buy |
161,046
+51,094
| +46% | +$2.61M | 0.01% | 818 |
|
|
2015
Q3 | $5.87M | Sell |
109,952
-52,250
| -32% | -$2.76M | 0.01% | 916 |
|
|
2015
Q2 | $8.66M | Buy |
162,202
+144,271
| +805% | +$7.27M | 0.01% | 875 |
|
|
2015
Q1 | $855K | Sell |
17,931
-8,333
| -32% | -$385K | ﹤0.01% | 1706 |
|
|
2014
Q4 | $1.23M | Sell |
26,264
-177
| -0.7% | -$8.01K | ﹤0.01% | 1610 |
|
|
2014
Q3 | $1.18M | Sell |
26,441
-3,545
| -12% | -$164K | ﹤0.01% | 1695 |
|
|
2014
Q2 | $1.38M | Sell |
29,986
-2,057
| -6% | -$93.3K | ﹤0.01% | 1600 |
|
|
2014
Q1 | $1.56M | Buy |
32,043
+11,139
| +53% | +$513K | ﹤0.01% | 1448 |
|
|
2013
Q4 | $965K | Sell |
20,904
-44
| -0.2% | -$1.95K | ﹤0.01% | 1487 |
|
|
2013
Q3 | $860K | Buy |
20,948
+1,033
| +5% | +$42K | ﹤0.01% | 1513 |
|
|
2013
Q2 | $763K | Buy |
+19,915
| New | +$732K | ﹤0.01% | 1526 |
|
Other funds holding WTFC
VPM
VCM
Bank of Montreal's WTFC Position: Q1 2026 in Review
Bank of Montreal increased its Wintrust Financial (WTFC) stake by 6.7% in Q1 2026, buying an estimated $306K and bringing the position to 33,776 shares worth $4.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1337.
Bank of Montreal first reported a position in WTFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.8M in Q2 2017. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.
- Bank of Montreal held 33,776 shares of Wintrust Financial worth $4.69M as of Q1 2026.
- Bank of Montreal bought 2,110 Wintrust Financial shares in Q1 2026, an estimated $306K.
- Wintrust Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1337 holding.
- Bank of Montreal first reported a position in Wintrust Financial in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Wintrust Financial position peaked at $41.8M in Q2 2017.
- 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.