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Csenge Advisory Group’s Wintrust Financial WTFC Stock Holding History

Csenge Advisory 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 		$375K Buy
2,334
+65
+3% +$9.78K 0.02% 546
2026
Q1 		$315K Buy
2,269
+273
+14% +$39.6K 0.01% 544
2025
Q4 		$279K Buy
1,996
+36
+2% +$4.79K 0.01% 589
2025
Q3 		$260K Buy
+1,960
New +$259K 0.01% 586
2018
Q4 		– Sell
-2,161
Closed -$166K – 1512
2018
Q3 		$166K Sell
2,161
-237
-10% -$21.1K 0.06% 187
2018
Q2 		$209K Sell
2,398
-207
-8% -$19K 0.08% 238
2018
Q1 		$224K Sell
2,605
-28
-1% -$2.41K 0.08% 237
2017
Q4 		$217K Sell
2,633
-70
-3% -$5.64K 0.08% 232
2017
Q3 		$212K Buy
+2,703
New +$201K 0.08% 229

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Csenge Advisory Group's WTFC Position: Q2 2026 in Review

Csenge Advisory Group increased its Wintrust Financial (WTFC) stake by 2.9% in Q2 2026, buying an estimated $9.78K and bringing the position to 2,334 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #546.

Csenge Advisory Group first reported a position in WTFC in Q3 2017 and has held it in 9 quarters since. 357 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Csenge Advisory Group held 2,334 shares of Wintrust Financial worth $375K as of Q2 2026.
  • Csenge Advisory Group bought 65 Wintrust Financial shares in Q2 2026, an estimated $9.78K.
  • Wintrust Financial made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #546 holding.
  • Csenge Advisory Group first reported a position in Wintrust Financial in Q3 2017 and has held it in 9 quarters since.
  • 357 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.