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Bayforest Capital’s Wintrust Financial WTFC Stock Holding History

Bayforest Capital’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 		$94.2K Buy
586
+144
+33% +$21.7K 0.09% 434
2026
Q1 		$61.4K Sell
442
-2,669
-86% -$387K 0.07% 508
2025
Q4 		$435K Buy
+3,111
New +$414K 0.32% 49
2025
Q3 		– Sell
-510
Closed -$63.2K – 940
2025
Q2 		$63.2K Buy
510
+416
+443% +$47.7K 0.03% 513
2025
Q1 		$10.6K Buy
+94
New +$11.6K ﹤0.01% 657

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

Bayforest Capital's WTFC Position: Q2 2026 in Review

Bayforest Capital increased its Wintrust Financial (WTFC) stake by 33% in Q2 2026, buying an estimated $21.7K and bringing the position to 586 shares worth $94.2K. The position accounts for 0.09% of the portfolio, ranked #434.

Bayforest Capital first reported a position in WTFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $435K in Q4 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Bayforest Capital held 586 shares of Wintrust Financial worth $94.2K as of Q2 2026.
  • Bayforest Capital bought 144 Wintrust Financial shares in Q2 2026, an estimated $21.7K.
  • Wintrust Financial made up 0.09% of Bayforest Capital's portfolio in Q2 2026, its #434 holding.
  • Bayforest Capital first reported a position in Wintrust Financial in Q1 2025 and has held it in 5 quarters since.
  • Bayforest Capital's Wintrust Financial position peaked at $435K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.