Congress Asset Management’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
Q2 | $17.4M | Buy |
108,377
+1,188
| +1% | +$179K | 0.11% | 162 |
|
|
2026
Q1 | $14.9M | Buy |
107,189
+16,330
| +18% | +$2.37M | 0.11% | 175 |
|
|
2025
Q4 | $12.7M | Buy |
90,859
+32
| +0% | +$4.26K | 0.09% | 182 |
|
|
2025
Q3 | $12M | Sell |
90,827
-290
| -0.3% | -$38.3K | 0.08% | 182 |
|
|
2025
Q2 | $11.3M | Sell |
91,117
-3,028
| -3% | -$347K | 0.08% | 184 |
|
|
2025
Q1 | $10.6M | Sell |
94,145
-193
| -0.2% | -$23.9K | 0.08% | 187 |
|
|
2024
Q4 | $11.8M | Buy |
94,338
+4,410
| +5% | +$545K | 0.08% | 186 |
|
|
2024
Q3 | $9.76M | Sell |
89,928
-885
| -1% | -$92.3K | 0.07% | 189 |
|
|
2024
Q2 | $8.95M | Sell |
90,813
-868
| -0.9% | -$85K | 0.06% | 193 |
|
|
2024
Q1 | $9.57M | Sell |
91,681
-2,338
| -2% | -$226K | 0.07% | 183 |
|
|
2023
Q4 | $8.72M | Sell |
94,019
-76
| -0.1% | -$6.28K | 0.07% | 185 |
|
|
2023
Q3 | $7.1M | Sell |
94,095
-1,822
| -2% | -$143K | 0.06% | 187 |
|
|
2023
Q2 | $6.97M | Buy |
95,917
+1,008
| +1% | +$68.7K | 0.06% | 194 |
|
|
2023
Q1 | $6.92M | Buy |
94,909
+6,633
| +8% | +$567K | 0.06% | 187 |
|
|
2022
Q4 | $7.46M | Buy |
88,276
+301
| +0.3% | +$26.6K | 0.07% | 178 |
|
|
2022
Q3 | $7.17M | Sell |
87,975
-1,269
| -1% | -$108K | 0.08% | 173 |
|
|
2022
Q2 | $7.15M | Sell |
89,244
-166
| -0.2% | -$14.3K | 0.07% | 181 |
|
|
2022
Q1 | $8.31M | Buy |
89,410
+4,889
| +6% | +$476K | 0.07% | 182 |
|
|
2021
Q4 | $7.68M | Buy |
84,521
+24
| +0% | +$2.14K | 0.06% | 189 |
|
|
2021
Q3 | $6.79M | Buy |
84,497
+476
| +0.6% | +$35.2K | 0.05% | 200 |
|
|
2021
Q2 | $6.36M | Buy |
84,021
+10,267
| +14% | +$802K | 0.05% | 197 |
|
|
2021
Q1 | $5.59M | Buy |
73,754
+12,775
| +21% | +$913K | 0.05% | 207 |
|
|
2020
Q4 | $3.73M | Sell |
60,979
-2,350
| -4% | -$126K | 0.04% | 206 |
|
|
2020
Q3 | $2.54M | Hold |
63,329
| – | – | 0.03% | 217 |
|
|
2020
Q2 | $2.76M | Buy |
63,329
+56,110
| +777% | +$2.24M | 0.03% | 208 |
|
|
2020
Q1 | $237K | Hold |
7,219
| – | – | ﹤0.01% | 314 |
|
|
2019
Q4 | $512K | Sell |
7,219
-1,695
| -19% | -$113K | 0.01% | 304 |
|
|
2019
Q3 | $576K | Hold |
8,914
| – | – | 0.01% | 306 |
|
|
2019
Q2 | $652K | Hold |
8,914
| – | – | 0.01% | 313 |
|
|
2019
Q1 | $600K | Sell |
8,914
-129
| -1% | -$9.22K | 0.01% | 313 |
|
|
2018
Q4 | $601K | Buy |
9,043
+130
| +1% | +$9.88K | 0.01% | 323 |
|
|
2018
Q3 | $757K | Buy |
8,913
+940
| +12% | +$83.7K | 0.01% | 322 |
|
|
2018
Q2 | $694K | Sell |
7,973
-27,054
| -77% | -$2.48M | 0.01% | 322 |
|
|
2018
Q1 | $3.01M | Buy |
35,027
+652
| +2% | +$56.1K | 0.04% | 230 |
|
|
2017
Q4 | $2.83M | Sell |
34,375
-605
| -2% | -$48.7K | 0.04% | 229 |
|
|
2017
Q3 | $2.74M | Buy |
+34,980
| New | +$2.6M | 0.04% | 229 |
|
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Congress Asset Management's WTFC Position: Q2 2026 in Review
Congress Asset Management increased its Wintrust Financial (WTFC) stake by 1.1% in Q2 2026, buying an estimated $179K and bringing the position to 108,377 shares worth $17.4M. The position accounts for 0.11% of the portfolio, ranked #162.
Congress Asset Management first reported a position in WTFC in Q3 2017 and has held it in 36 quarters since. 116 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.
- Congress Asset Management held 108,377 shares of Wintrust Financial worth $17.4M as of Q2 2026.
- Congress Asset Management bought 1,188 Wintrust Financial shares in Q2 2026, an estimated $179K.
- Wintrust Financial made up 0.11% of Congress Asset Management's portfolio in Q2 2026, its #162 holding.
- Congress Asset Management first reported a position in Wintrust Financial in Q3 2017 and has held it in 36 quarters since.
- 116 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.
Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.