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Bogart Wealth LLC’s Wintrust Financial WTFC Stock Holding History

Bogart Wealth LLC’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 		$10.6K Buy
66
+46
+230% +$6.92K ﹤0.01% 990
2026
Q1 		$2.78K Sell
20
-2
-9% -$290 ﹤0.01% 1206
2025
Q4 		$3.08K Hold
22
– – ﹤0.01% 1098
2025
Q3 		$2.91K Hold
22
– – ﹤0.01% 1077
2025
Q2 		$2.73K Buy
22
+5
+29% +$573 ﹤0.01% 1047
2025
Q1 		$1.91K Sell
17
-21
-55% -$2.6K ﹤0.01% 1076
2024
Q4 		$4.74K Buy
+38
New +$4.69K ﹤0.01% 890

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

Bogart Wealth LLC's WTFC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Wintrust Financial (WTFC) stake by 230% in Q2 2026, buying an estimated $6.92K and bringing the position to 66 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Bogart Wealth LLC first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Bogart Wealth LLC held 66 shares of Wintrust Financial worth $10.6K as of Q2 2026.
  • Bogart Wealth LLC bought 46 Wintrust Financial shares in Q2 2026, an estimated $6.92K.
  • Wintrust Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #990 holding.
  • Bogart Wealth LLC first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.