Curi RMB Capital’s Wintrust Financial WTFC Stock Holding History

Curi RMB Capital’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	$21.2M	Buy	131,834 +5,391	+4%	+$811K	0.33%	85
2026 Q1	$17.6M	Buy	126,443 +17,577	+16%	+$2.55M	0.31%	85
2025 Q4	$15.2M	Sell	108,866 -1,490	-1%	-$198K	0.26%	97
2025 Q3	$14.6M	Buy	110,356 +12,473	+13%	+$1.65M	0.27%	101
2025 Q2	$12.1M	Buy	97,883 +24,571	+34%	+$2.82M	0.23%	120
2025 Q1	$8.24M	Buy	73,312 +32,048	+78%	+$3.96M	0.2%	147
2024 Q4	$5.15M	Buy	+41,264	New	+$5.1M	0.12%	190
2023 Q4	–	Sell	-26,200	Closed	-$1.98M	–	531
2023 Q3	$1.98M	Hold	26,200	–	–	0.07%	223
2023 Q2	$1.9M	Buy	26,200 +15,000	+134%	+$1.02M	0.06%	230
2023 Q1	$817K	Buy	+11,200	New	+$958K	0.03%	305
2022 Q3	–	Sell	-10,231	Closed	-$820K	–	490
2022 Q2	$820K	Buy	+10,231	New	+$881K	0.03%	299
2022 Q1	–	Sell	-2,228	Closed	-$202K	–	459
2021 Q4	$202K	Buy	+2,228	New	+$199K	0.01%	447
2020 Q4	–	Sell	-6,066	Closed	-$243K	–	643
2020 Q3	$243K	Hold	6,066	–	–	0.01%	533
2020 Q2	$265K	Buy	+6,066	New	+$242K	0.01%	497
2020 Q1	–	Sell	-6,812	Closed	-$483K	–	784
2019 Q4	$483K	Buy	6,812 +87	+1%	+$5.8K	0.01%	453
2019 Q3	$435K	Hold	6,725	–	–	0.01%	504
2019 Q2	$492K	Hold	6,725	–	–	0.01%	550
2019 Q1	$453K	Sell	6,725 -525	-7%	-$37.5K	0.01%	592
2018 Q4	$482K	Buy	+7,250	New	+$551K	0.01%	648
2018 Q3	–	Sell	-3,300	Closed	-$287K	–	968
2018 Q2	$287K	Hold	3,300	–	–	0.01%	728
2018 Q1	$284K	Sell	3,300 -24	-0.7%	-$2.07K	0.01%	747
2017 Q4	$274K	Buy	+3,324	New	+$268K	0.01%	740

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 $3.38T AUM 44.17% 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

Curi RMB Capital's WTFC Position: Q2 2026 in Review

Curi RMB Capital increased its Wintrust Financial (WTFC) stake by 4.3% in Q2 2026, buying an estimated $811K and bringing the position to 131,834 shares worth $21.2M. The position accounts for 0.33% of the portfolio, ranked #85.

Curi RMB Capital first reported a position in WTFC in Q4 2017 and has held it in 22 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Curi RMB Capital held 131,834 shares of Wintrust Financial worth $21.2M as of Q2 2026.
Curi RMB Capital bought 5,391 Wintrust Financial shares in Q2 2026, an estimated $811K.
Wintrust Financial made up 0.33% of Curi RMB Capital's portfolio in Q2 2026, its #85 holding.
Curi RMB Capital first reported a position in Wintrust Financial in Q4 2017 and has held it in 22 quarters since.
600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.