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Bare Financial Services’s Wintrust Financial WTFC Stock Holding History

Bare Financial Services’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 		$804 Hold
5
– – ﹤0.01% 1468
2026
Q1 		$695 Hold
5
– – ﹤0.01% 1382
2025
Q4 		$699 Hold
5
– – ﹤0.01% 1238
2025
Q3 		$662 Hold
5
– – ﹤0.01% 1150
2025
Q2 		$620 Hold
5
– – ﹤0.01% 1062
2025
Q1 		$562 Buy
+5
New +$618 ﹤0.01% 748

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

Bare Financial Services's WTFC Position: Q2 2026 in Review

Bare Financial Services held its Wintrust Financial (WTFC) position steady in Q2 2026 at 5 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Bare Financial Services first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Bare Financial Services held 5 shares of Wintrust Financial worth $804 as of Q2 2026.
  • Bare Financial Services left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1468 holding.
  • Bare Financial Services first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.