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Concurrent Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Concurrent Investment 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 		$1.84M Buy
11,448
+148
+1% +$22.3K 0.02% 747
2026
Q1 		$1.57M Buy
11,300
+344
+3% +$49.9K 0.02% 699
2025
Q4 		$1.53M Buy
10,956
+546
+5% +$72.6K 0.02% 662
2025
Q3 		$1.38M Buy
10,410
+17
+0.2% +$2.25K 0.02% 563
2025
Q2 		$1.29M Buy
10,393
+207
+2% +$23.7K 0.02% 537
2025
Q1 		$1.15M Buy
10,186
+7
+0.1% +$865 0.03% 504
2024
Q4 		$1.27M Sell
10,179
-62
-0.6% -$7.66K 0.03% 432
2024
Q3 		$1.11M Sell
10,241
-63
-0.6% -$6.57K 0.03% 430
2024
Q2 		$1.02M Buy
10,304
+145
+1% +$14.2K 0.03% 429
2024
Q1 		$1.06M Buy
10,159
+7
+0.1% +$676 0.04% 361
2023
Q4 		$942K Buy
+10,152
New +$839K 0.04% 345

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

Concurrent Investment Advisors's WTFC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Wintrust Financial (WTFC) stake by 1.3% in Q2 2026, buying an estimated $22.3K and bringing the position to 11,448 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #747.

Concurrent Investment Advisors first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Concurrent Investment Advisors held 11,448 shares of Wintrust Financial worth $1.84M as of Q2 2026.
  • Concurrent Investment Advisors bought 148 Wintrust Financial shares in Q2 2026, an estimated $22.3K.
  • Wintrust Financial made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #747 holding.
  • Concurrent Investment Advisors first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.