Bay Harbor Wealth Management’s Wintrust Financial WTFC Stock Holding History

Bay Harbor Wealth Management’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	$2.09K	Buy	13 +2	+18%	+$301	﹤0.01%	638
2026 Q1	$1.53K	Buy	11 +4	+57%	+$580	﹤0.01%	626
2025 Q4	$978	Buy	7 +2	+40%	+$266	﹤0.01%	649
2025 Q3	$662	Buy	5 +1	+25%	+$132	﹤0.01%	628
2025 Q2	$495	Buy	4 +2	+100%	+$229	﹤0.01%	649
2025 Q1	$224	Buy	+2	New	+$247	﹤0.01%	627
2019 Q4	–	Sell	-25	Closed	-$2K	–	394
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	314
2019 Q2	$2K	Buy	+25	New	+$1.83K	﹤0.01%	313

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bay Harbor Wealth Management's WTFC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Wintrust Financial (WTFC) stake by 18% in Q2 2026, buying an estimated $301 and bringing the position to 13 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Bay Harbor Wealth Management first reported a position in WTFC in Q2 2019 and has held it in 8 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Bay Harbor Wealth Management held 13 shares of Wintrust Financial worth $2.09K as of Q2 2026.
Bay Harbor Wealth Management bought 2 Wintrust Financial shares in Q2 2026, an estimated $301.
Wintrust Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #638 holding.
Bay Harbor Wealth Management first reported a position in Wintrust Financial in Q2 2019 and has held it in 8 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.