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Boston Family Office’s Wintrust Financial WTFC Stock Holding History

Boston Family Office’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 		$241K Hold
1,500
– – 0.01% 296
2026
Q1 		$208K Hold
1,500
– – 0.01% 305
2025
Q4 		$210K Buy
+1,500
New +$199K 0.01% 303

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

Boston Family Office's WTFC Position: Q2 2026 in Review

Boston Family Office held its Wintrust Financial (WTFC) position steady in Q2 2026 at 1,500 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #296.

Boston Family Office first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Boston Family Office held 1,500 shares of Wintrust Financial worth $241K as of Q2 2026.
  • Boston Family Office left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.01% of Boston Family Office's portfolio in Q2 2026, its #296 holding.
  • Boston Family Office first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.