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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bare Financial Services's WTFC Position: Q1 2026 in Review

Bare Financial Services held its Wintrust Financial (WTFC) position steady in Q1 2026 at 5 shares worth $695. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Bare Financial Services first reported a position in WTFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $699 in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Bare Financial Services held 5 shares of Wintrust Financial worth $695 as of Q1 2026.
  • Bare Financial Services left its Wintrust Financial share count unchanged in Q1 2026.
  • Wintrust Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #1382 holding.
  • Bare Financial Services first reported a position in Wintrust Financial in Q1 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Wintrust Financial position peaked at $699 in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.