Cornerstone Planning Group’s Wintrust Financial WTFC Stock Holding History

Cornerstone Planning Group’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	$11.5K	Sell	72 -39	-35%	-$5.87K	﹤0.01%	851
2026 Q1	$16.6K	Buy	111 +6	+6%	+$870	﹤0.01%	728
2025 Q4	$15.3K	Sell	105 -42,301	-100%	-$5.63M	﹤0.01%	664
2025 Q3	$2.2M	Buy	42,406 +42,348	+73,014%	+$5.59M	0.35%	40
2025 Q2	$7.31K	Sell	58 -55	-49%	-$6.31K	﹤0.01%	629
2025 Q1	$12.2K	Buy	+113	New	+$14K	﹤0.01%	520
2023 Q3	–	Sell	-14	Closed	-$1.02K	–	1309
2023 Q2	$1.02K	Buy	+14	New	+$955	﹤0.01%	1347

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cornerstone Planning Group's WTFC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Wintrust Financial (WTFC) stake by 35% in Q2 2026, selling an estimated $5.87K and leaving 72 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Cornerstone Planning Group first reported a position in WTFC in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.2M in Q3 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Cornerstone Planning Group held 72 shares of Wintrust Financial worth $11.5K as of Q2 2026.
Cornerstone Planning Group sold 39 Wintrust Financial shares in Q2 2026, an estimated $5.87K.
Wintrust Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #851 holding.
Cornerstone Planning Group first reported a position in Wintrust Financial in Q2 2023 and has held it in 7 quarters since.
Cornerstone Planning Group's Wintrust Financial position peaked at $2.2M in Q3 2025.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.