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Farmers & Merchants Investments Inc’s Wintrust Financial WTFC Stock Holding History

Farmers & Merchants Investments Inc’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 		$9.16K Sell
57
-2
-3% -$301 ﹤0.01% 819
2026
Q1 		$8.2K Hold
59
– – ﹤0.01% 828
2025
Q4 		$8.25K Buy
59
+3
+5% +$399 ﹤0.01% 806
2025
Q3 		$7.42K Buy
56
+2
+4% +$264 ﹤0.01% 835
2025
Q2 		$6.7K Buy
54
+8
+17% +$918 ﹤0.01% 832
2025
Q1 		$5.17K Buy
46
+21
+84% +$2.6K ﹤0.01% 893
2024
Q4 		$3.12K Hold
25
– – ﹤0.01% 945
2024
Q3 		$2.71K Hold
25
– – ﹤0.01% 1017
2024
Q2 		$2.46K Hold
25
– – ﹤0.01% 1030
2024
Q1 		$2.61K Hold
25
– – ﹤0.01% 978
2023
Q4 		$2.32K Sell
25
-2
-7% -$165 ﹤0.01% 1022
2023
Q3 		$2.04K Hold
27
– – ﹤0.01% 1017
2023
Q2 		$1.96K Hold
27
– – ﹤0.01% 1077
2023
Q1 		$1.97K Hold
27
– – ﹤0.01% 1045
2022
Q4 		$2.28K Hold
27
– – ﹤0.01% 1016
2022
Q3 		$2K Sell
27
-86
-76% -$7.3K ﹤0.01% 1103
2022
Q2 		$9K Hold
113
– – ﹤0.01% 743
2022
Q1 		$11K Sell
113
-18
-14% -$1.75K ﹤0.01% 730
2021
Q4 		$12K Hold
131
– – ﹤0.01% 718
2021
Q3 		$11K Hold
131
– – ﹤0.01% 710
2021
Q2 		$10K Sell
131
-30
-19% -$2.34K ﹤0.01% 669
2021
Q1 		$12K Hold
161
– – ﹤0.01% 574
2020
Q4 		$10K Hold
161
– – ﹤0.01% 608
2020
Q3 		$6K Buy
161
+22
+16% +$941 ﹤0.01% 703
2020
Q2 		$6K Buy
+139
New +$5.55K ﹤0.01% 692
2020
Q1 		– Sell
-115
Closed -$8K – 882
2019
Q4 		$8K Hold
115
– – ﹤0.01% 654
2019
Q3 		$7K Hold
115
– – ﹤0.01% 669
2019
Q2 		$8K Hold
115
– – ﹤0.01% 629
2019
Q1 		$8K Hold
115
– – ﹤0.01% 619
2018
Q4 		$8K Buy
+115
New +$8.74K ﹤0.01% 532

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Farmers & Merchants Investments Inc's WTFC Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Wintrust Financial (WTFC) stake by 3.4% in Q2 2026, selling an estimated $301 and leaving 57 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Farmers & Merchants Investments Inc first reported a position in WTFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $12K in Q4 2021. 292 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Farmers & Merchants Investments Inc held 57 shares of Wintrust Financial worth $9.16K as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 2 Wintrust Financial shares in Q2 2026, an estimated $301.
  • Wintrust Financial made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #819 holding.
  • Farmers & Merchants Investments Inc first reported a position in Wintrust Financial in Q4 2018 and has held it in 30 quarters since.
  • Farmers & Merchants Investments Inc's Wintrust Financial position peaked at $12K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.