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Brown, Lisle/Cummings’s Wintrust Financial WTFC Stock Holding History

Brown, Lisle/Cummings’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 		$9.16K Sell
57
-12
-17% -$1.81K ﹤0.01% 615
2026
Q1 		$9.59K Buy
+69
New +$10K ﹤0.01% 583

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 $3.38T AUM 44.17% 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

Brown, Lisle/Cummings's WTFC Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Wintrust Financial (WTFC) stake by 17% in Q2 2026, selling an estimated $1.81K and leaving 57 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Brown, Lisle/Cummings first reported a position in WTFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.59K in Q1 2026. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Brown, Lisle/Cummings held 57 shares of Wintrust Financial worth $9.16K as of Q2 2026.
  • Brown, Lisle/Cummings sold 12 Wintrust Financial shares in Q2 2026, an estimated $1.81K.
  • Wintrust Financial made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #615 holding.
  • Brown, Lisle/Cummings first reported a position in Wintrust Financial in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's Wintrust Financial position peaked at $9.59K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.