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Bruce G. Allen Investments’s Wintrust Financial WTFC Stock Holding History

Bruce G. Allen Investments’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 		$1.45K Buy
9
+1
+13% +$150 ﹤0.01% 745
2026
Q1 		$1.11K Hold
8
– – ﹤0.01% 795
2025
Q4 		$1.12K Hold
8
– – ﹤0.01% 811
2025
Q3 		$1.06K Hold
8
– – ﹤0.01% 817
2025
Q2 		$992 Sell
8
-1
-11% -$115 ﹤0.01% 824
2025
Q1 		$1.01K Sell
9
-3
-25% -$371 ﹤0.01% 809
2024
Q4 		$1.5K Sell
12
-3
-20% -$371 ﹤0.01% 759
2024
Q3 		$1.63K Buy
+15
New +$1.56K ﹤0.01% 750

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

Bruce G. Allen Investments's WTFC Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Wintrust Financial (WTFC) stake by 13% in Q2 2026, buying an estimated $150 and bringing the position to 9 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Bruce G. Allen Investments first reported a position in WTFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.63K in Q3 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Bruce G. Allen Investments held 9 shares of Wintrust Financial worth $1.45K as of Q2 2026.
  • Bruce G. Allen Investments bought 1 Wintrust Financial share in Q2 2026, an estimated $150.
  • Wintrust Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #745 holding.
  • Bruce G. Allen Investments first reported a position in Wintrust Financial in Q3 2024 and has held it in 8 quarters since.
  • Bruce G. Allen Investments's Wintrust Financial position peaked at $1.63K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.