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Cedar Mountain Advisors’s Wintrust Financial WTFC Stock Holding History

Cedar Mountain 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 		$23.8K Hold
148
– – ﹤0.01% 306
2026
Q1 		$20.6K Buy
148
+142
+2,367% +$20.6K ﹤0.01% 291
2025
Q4 		$839 Hold
6
– – ﹤0.01% 546
2025
Q3 		$795 Buy
+6
New +$792 ﹤0.01% 562

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

Cedar Mountain Advisors's WTFC Position: Q2 2026 in Review

Cedar Mountain Advisors held its Wintrust Financial (WTFC) position steady in Q2 2026 at 148 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Cedar Mountain Advisors first reported a position in WTFC in Q3 2025 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Cedar Mountain Advisors held 148 shares of Wintrust Financial worth $23.8K as of Q2 2026.
  • Cedar Mountain Advisors left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #306 holding.
  • Cedar Mountain Advisors first reported a position in Wintrust Financial in Q3 2025 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.