CRC
WTFC icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi RMB Capital's WTFC Position: Q1 2026 in Review

Curi RMB Capital increased its Wintrust Financial (WTFC) stake by 16% in Q1 2026, buying an estimated $2.55M and bringing the position to 126,443 shares worth $17.6M. The position accounts for 0.31% of the portfolio, ranked #85.

Curi RMB Capital first reported a position in WTFC in Q4 2017 and has held it in 21 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Curi RMB Capital held 126,443 shares of Wintrust Financial worth $17.6M as of Q1 2026.
  • Curi RMB Capital bought 17,577 Wintrust Financial shares in Q1 2026, an estimated $2.55M.
  • Wintrust Financial made up 0.31% of Curi RMB Capital's portfolio in Q1 2026, its #85 holding.
  • Curi RMB Capital first reported a position in Wintrust Financial in Q4 2017 and has held it in 21 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.