Crestwood Advisors Group’s Wintrust Financial WTFC Stock Holding History

Crestwood Advisors 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	$327K	Buy	+2,032	New	+$306K	﹤0.01%	647

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

Crestwood Advisors Group's WTFC Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Wintrust Financial (WTFC) in Q2 2026: 2,032 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings.

595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Crestwood Advisors Group held 2,032 shares of Wintrust Financial worth $327K as of Q2 2026.
Wintrust Financial was a new Crestwood Advisors Group position in Q2 2026.
Wintrust Financial made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #647 holding.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.