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COFG Advisors’s Wintrust Financial WTFC Stock Holding History

COFG 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 		$633K Buy
+3,941
New +$593K 0.11% 128

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

COFG Advisors's WTFC Position: Q2 2026 in Review

COFG Advisors opened a new position in Wintrust Financial (WTFC) in Q2 2026: 3,941 shares worth $633K. The stake represents 0.11% of the portfolio and ranks #128 among its holdings.

595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • COFG Advisors held 3,941 shares of Wintrust Financial worth $633K as of Q2 2026.
  • Wintrust Financial was a new COFG Advisors position in Q2 2026.
  • Wintrust Financial made up 0.11% of COFG Advisors's portfolio in Q2 2026, its #128 holding.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

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