Carson Wealth (CWM LLC)’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $268K | Buy |
1,928
+224
| +13% | +$32.5K | ﹤0.01% | 2475 |
|
|
2025
Q4 | $238K | Buy |
1,704
+246
| +17% | +$32.7K | ﹤0.01% | 2428 |
|
|
2025
Q3 | $193K | Buy |
1,458
+60
| +4% | +$7.92K | ﹤0.01% | 2478 |
|
|
2025
Q2 | $173K | Buy |
1,398
+169
| +14% | +$19.4K | ﹤0.01% | 2299 |
|
|
2025
Q1 | $138K | Buy |
1,229
+60
| +5% | +$7.42K | ﹤0.01% | 2165 |
|
|
2024
Q4 | $146K | Buy |
1,169
+34
| +3% | +$4.2K | ﹤0.01% | 2039 |
|
|
2024
Q3 | $123K | Buy |
1,135
+902
| +387% | +$94.1K | ﹤0.01% | 2068 |
|
|
2024
Q2 | $23K | Sell |
233
-126
| -35% | -$12.3K | ﹤0.01% | 3038 |
|
|
2024
Q1 | $37K | Buy |
359
+40
| +13% | +$3.86K | ﹤0.01% | 2509 |
|
|
2023
Q4 | $30K | Sell |
319
-140
| -31% | -$11.6K | ﹤0.01% | 2522 |
|
|
2023
Q3 | $35K | Sell |
459
-45
| -9% | -$3.54K | ﹤0.01% | 2312 |
|
|
2023
Q2 | $37K | Sell |
504
-17
| -3% | -$1.16K | ﹤0.01% | 2219 |
|
|
2023
Q1 | $38K | Buy |
521
+343
| +193% | +$29.3K | ﹤0.01% | 2064 |
|
|
2022
Q4 | $15K | Sell |
178
-38
| -18% | -$3.36K | ﹤0.01% | 2587 |
|
|
2022
Q3 | $18K | Buy |
216
+168
| +350% | +$14.3K | ﹤0.01% | 2312 |
|
|
2022
Q2 | $4K | Buy |
48
+5
| +12% | +$431 | ﹤0.01% | 3142 |
|
|
2022
Q1 | $4K | Buy |
43
+3
| +8% | +$292 | ﹤0.01% | 2975 |
|
|
2021
Q4 | $4K | Buy |
+40
| New | +$3.57K | ﹤0.01% | 2898 |
|
|
2021
Q2 | $7K | Hold |
98
| – | – | ﹤0.01% | 2264 |
|
|
2021
Q1 | $7K | Hold |
98
| – | – | ﹤0.01% | 2264 |
|
|
2020
Q4 | $7K | Hold |
98
| – | – | ﹤0.01% | 2263 |
|
|
2020
Q3 | $7K | Hold |
98
| – | – | ﹤0.01% | 2261 |
|
|
2020
Q2 | $7K | Hold |
98
| – | – | ﹤0.01% | 2260 |
|
|
2020
Q1 | $7K | Hold |
98
| – | – | ﹤0.01% | 2260 |
|
|
2019
Q4 | $7K | Hold |
98
| – | – | ﹤0.01% | 2260 |
|
|
2019
Q3 | $7K | Hold |
98
| – | – | ﹤0.01% | 2259 |
|
|
2019
Q2 | $7K | Hold |
98
| – | – | ﹤0.01% | 2259 |
|
|
2019
Q1 | $7K | Sell |
98
-176
| -64% | -$12.6K | ﹤0.01% | 2258 |
|
|
2018
Q4 | $18K | Buy |
274
+153
| +126% | +$11.6K | ﹤0.01% | 1182 |
|
|
2018
Q3 | $10K | Buy |
121
+14
| +13% | +$1.25K | ﹤0.01% | 1162 |
|
|
2018
Q2 | $9K | Buy |
107
+90
| +529% | +$8.26K | ﹤0.01% | 1046 |
|
|
2018
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1344 |
|
|
2017
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1409 |
|
|
2017
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1428 |
|
|
2017
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1152 |
|
|
2017
Q1 | $1K | Buy |
+17
| New | +$1.22K | ﹤0.01% | 1119 |
|
Other funds holding WTFC
Carson Wealth (CWM LLC)'s WTFC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Wintrust Financial (WTFC) stake by 13% in Q1 2026, buying an estimated $32.5K and bringing the position to 1,928 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.
Carson Wealth (CWM LLC) first reported a position in WTFC in Q1 2017 and has held it in 36 quarters since. 555 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,928 shares of Wintrust Financial worth $268K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 224 Wintrust Financial shares in Q1 2026, an estimated $32.5K.
- Wintrust Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2475 holding.
- Carson Wealth (CWM LLC) first reported a position in Wintrust Financial in Q1 2017 and has held it in 36 quarters since.
- 555 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.