Continuum Advisory’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
$96K Buy
+597
New +$89.8K 0.01% 648
2025
Q2
Sell
-40
Closed -$4.5K 1589
2025
Q1
$4.5K Sell
40
-3
-7% -$371 ﹤0.01% 1133
2024
Q4
$5.36K Buy
43
+9
+26% +$1.11K ﹤0.01% 1122
2024
Q3
$4.45K Buy
34
+12
+55% +$1.25K ﹤0.01% 1188
2024
Q2
$2.17K Sell
22
-7
-24% -$686 ﹤0.01% 1278
2024
Q1
$2.92K Buy
+29
New +$2.8K ﹤0.01% 1190

Other funds holding WTFC

Continuum Advisory's WTFC Position: Q2 2026 in Review

Continuum Advisory opened a new position in Wintrust Financial (WTFC) in Q2 2026: 597 shares worth $96K. The stake represents 0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in WTFC as recently as Q1 2025.

Continuum Advisory first reported a position in WTFC in Q1 2024 and has held it in 6 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Continuum Advisory held 597 shares of Wintrust Financial worth $96K as of Q2 2026.
  • Wintrust Financial was a new Continuum Advisory position in Q2 2026.
  • Wintrust Financial made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #648 holding.
  • Continuum Advisory first reported a position in Wintrust Financial in Q1 2024 and has held it in 6 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.