Cedar Mountain Advisors
WTFC icon

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
Q3 		$21K Hold
148
– – ﹤0.01% 299
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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Cedar Mountain Advisors's WTFC Position: Q3 2026 in Review

Cedar Mountain Advisors held its Wintrust Financial (WTFC) position steady in Q3 2026 at 148 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Cedar Mountain Advisors first reported a position in WTFC in Q3 2025 and has held it in 5 quarters since. The position peaked at $23.8K in Q2 2026. 102 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Cedar Mountain Advisors held 148 shares of Wintrust Financial worth $21K as of Q3 2026.
  • Cedar Mountain Advisors left its Wintrust Financial share count unchanged in Q3 2026.
  • Wintrust Financial made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #299 holding.
  • Cedar Mountain Advisors first reported a position in Wintrust Financial in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Wintrust Financial position peaked at $23.8K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.