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Capstone Financial Advisors’s Wintrust Financial WTFC Stock Holding History

Capstone Financial Advisors’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 		$445K Hold
2,769
– – 0.02% 114
2026
Q1 		$385K Buy
2,769
+470
+20% +$68.1K 0.02% 124
2025
Q4 		$321K Hold
2,299
– – 0.02% 134
2025
Q3 		$304K Hold
2,299
– – 0.02% 138
2025
Q2 		$285K Sell
2,299
-340
-13% -$39K 0.02% 129
2025
Q1 		$297K Buy
+2,639
New +$326K 0.02% 116

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

Capstone Financial Advisors's WTFC Position: Q2 2026 in Review

Capstone Financial Advisors held its Wintrust Financial (WTFC) position steady in Q2 2026 at 2,769 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #114.

Capstone Financial Advisors first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Capstone Financial Advisors held 2,769 shares of Wintrust Financial worth $445K as of Q2 2026.
  • Capstone Financial Advisors left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #114 holding.
  • Capstone Financial Advisors first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.