Boston Partners
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Boston Partners’s Wintrust Financial WTFC Stock Holding History

Boston Partners’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 		$50.8M Buy
315,728
+48,885
+18% +$7.36M 0.05% 282
2026
Q1 		$37.1M Buy
266,843
+15,928
+6% +$2.31M 0.04% 292
2025
Q4 		$35.3M Sell
250,915
-34,792
-12% -$4.63M 0.04% 304
2025
Q3 		$37.8M Sell
285,707
-30,348
-10% -$4.01M 0.04% 295
2025
Q2 		$39.3M Sell
316,055
-50,946
-14% -$5.84M 0.04% 275
2025
Q1 		$40.9M Sell
367,001
-160,067
-30% -$19.8M 0.05% 247
2024
Q4 		$66.5M Sell
527,068
-81,412
-13% -$10.1M 0.08% 219
2024
Q3 		$66.4M Buy
608,480
+9,363
+2% +$976K 0.08% 225
2024
Q2 		$57.2M Sell
599,117
-16,473
-3% -$1.61M 0.07% 233
2024
Q1 		$63.3M Sell
615,590
-11,523
-2% -$1.11M 0.08% 233
2023
Q4 		$58.8M Sell
627,113
-16,937
-3% -$1.4M 0.08% 238
2023
Q3 		$48.5M Buy
644,050
+75,994
+13% +$5.98M 0.07% 244
2023
Q2 		$42.3M Sell
568,056
-16,684
-3% -$1.14M 0.06% 246
2023
Q1 		$42.1M Buy
584,740
+4,785
+0.8% +$409K 0.06% 239
2022
Q4 		$49.8M Buy
579,955
+94,331
+19% +$8.33M 0.07% 218
2022
Q3 		$40.5M Buy
485,624
+128,122
+36% +$10.9M 0.06% 229
2022
Q2 		$29M Buy
357,502
+141,945
+66% +$12.2M 0.04% 273
2022
Q1 		$19.9M Buy
215,557
+286
+0.1% +$27.9K 0.02% 318
2021
Q4 		$19.8M Sell
215,271
-1,641
-0.8% -$146K 0.02% 320
2021
Q3 		$17.5M Sell
216,912
-1,925
-0.9% -$142K 0.02% 332
2021
Q2 		$16.5M Sell
218,837
-1,641
-0.7% -$128K 0.02% 338
2021
Q1 		$16.7M Buy
+220,478
New +$15.8M 0.02% 339

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 Partners's WTFC Position: Q2 2026 in Review

Boston Partners increased its Wintrust Financial (WTFC) stake by 18% in Q2 2026, buying an estimated $7.36M and bringing the position to 315,728 shares worth $50.8M. The position accounts for 0.05% of the portfolio, ranked #282.

Boston Partners first reported a position in WTFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $66.5M in Q4 2024. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Boston Partners held 315,728 shares of Wintrust Financial worth $50.8M as of Q2 2026.
  • Boston Partners bought 48,885 Wintrust Financial shares in Q2 2026, an estimated $7.36M.
  • Wintrust Financial made up 0.05% of Boston Partners's portfolio in Q2 2026, its #282 holding.
  • Boston Partners first reported a position in Wintrust Financial in Q1 2021 and has held it in 22 quarters since.
  • Boston Partners's Wintrust Financial position peaked at $66.5M in Q4 2024.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.