Financial Advisory Corporation’s Wintrust Financial WTFC Stock Holding History

Financial Advisory Corporation’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	$259K	Buy	1,612 +6	+0.4%	+$903	0.03%	46
2026 Q1	$223K	Buy	1,606 +6	+0.4%	+$870	0.03%	47
2025 Q4	$224K	Sell	1,600 -124	-7%	-$16.5K	0.03%	47
2025 Q3	$228K	Hold	1,724	–	–	0.03%	48
2025 Q2	$214K	Buy	+1,724	New	+$198K	0.03%	50

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

Financial Advisory Corporation's WTFC Position: Q2 2026 in Review

Financial Advisory Corporation increased its Wintrust Financial (WTFC) stake by 0.37% in Q2 2026, buying an estimated $903 and bringing the position to 1,612 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #46.

Financial Advisory Corporation first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Financial Advisory Corporation held 1,612 shares of Wintrust Financial worth $259K as of Q2 2026.
Financial Advisory Corporation bought 6 Wintrust Financial shares in Q2 2026, an estimated $903.
Wintrust Financial made up 0.03% of Financial Advisory Corporation's portfolio in Q2 2026, its #46 holding.
Financial Advisory Corporation first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.