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Cornerstone Financial Management’s Wintrust Financial WTFC Stock Holding History

Cornerstone Financial Management’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 		$1.93K Sell
12
-6
-33% -$903 ﹤0.01% 861
2026
Q1 		$2.5K Buy
18
+6
+50% +$870 ﹤0.01% 662
2025
Q4 		$1.68K Buy
+12
New +$1.6K ﹤0.01% 746

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's WTFC Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Wintrust Financial (WTFC) stake by 33% in Q2 2026, selling an estimated $903 and leaving 12 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Cornerstone Financial Management first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.5K in Q1 2026. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Cornerstone Financial Management held 12 shares of Wintrust Financial worth $1.93K as of Q2 2026.
  • Cornerstone Financial Management sold 6 Wintrust Financial shares in Q2 2026, an estimated $903.
  • Wintrust Financial made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #861 holding.
  • Cornerstone Financial Management first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Wintrust Financial position peaked at $2.5K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.