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 Q3	–	Sell	-72	Closed	-$11.5K	–	1734
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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Cornerstone Planning Group's WTFC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Wintrust Financial (WTFC) in Q3 2026, closing a stake of 72 shares — an estimated $11.5K sold.

Cornerstone Planning Group first reported a position in WTFC in Q2 2023 and held it in 7 quarters. The position peaked at $2.2M in Q3 2025. 83 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

Cornerstone Planning Group reported no remaining Wintrust Financial position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 72 Wintrust Financial shares in Q3 2026, an estimated $11.5K.
Cornerstone Planning Group first reported a position in Wintrust Financial in Q2 2023 and held it in 7 quarters.
Cornerstone Planning Group's Wintrust Financial position peaked at $2.2M in Q3 2025.
83 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.