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DB&C Advisors’s Wintrust Financial WTFC Stock Holding History

DB&C Advisors’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 		$309K Buy
1,924
+7
+0.4% +$1.05K 0.33% 54
2026
Q1 		$266K Buy
1,917
+7
+0.4% +$1.01K 0.35% 56
2025
Q4 		$267K Buy
+1,910
New +$254K 0.34% 54

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DB&C Advisors's WTFC Position: Q2 2026 in Review

DB&C Advisors increased its Wintrust Financial (WTFC) stake by 0.37% in Q2 2026, buying an estimated $1.05K and bringing the position to 1,924 shares worth $309K. The position accounts for 0.33% of the portfolio, ranked #54.

DB&C Advisors first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • DB&C Advisors held 1,924 shares of Wintrust Financial worth $309K as of Q2 2026.
  • DB&C Advisors bought 7 Wintrust Financial shares in Q2 2026, an estimated $1.05K.
  • Wintrust Financial made up 0.33% of DB&C Advisors's portfolio in Q2 2026, its #54 holding.
  • DB&C Advisors first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.