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Flynn Zito Capital Management’s Wintrust Financial WTFC Stock Holding History

Flynn Zito Capital Management’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 		$252K Hold
1,565
– – 0.07% 133
2026
Q1 		$217K Sell
1,565
-265
-14% -$38.4K 0.07% 143
2025
Q4 		$256K Hold
1,830
– – 0.09% 112
2025
Q3 		$242K Hold
1,830
– – 0.09% 120
2025
Q2 		$227K Sell
1,830
-1,045
-36% -$120K 0.1% 119
2025
Q1 		$323K Buy
2,875
+740
+35% +$91.5K 0.15% 79
2024
Q4 		$266K Hold
2,135
– – 0.12% 91
2024
Q3 		$232K Buy
+2,135
New +$223K 0.11% 105
2024
Q2 		– Sell
-1,951
Closed -$204K – 124
2024
Q1 		$204K Buy
+1,951
New +$188K 0.11% 108

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

Flynn Zito Capital Management's WTFC Position: Q2 2026 in Review

Flynn Zito Capital Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 1,565 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #133.

Flynn Zito Capital Management first reported a position in WTFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $323K in Q1 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Flynn Zito Capital Management held 1,565 shares of Wintrust Financial worth $252K as of Q2 2026.
  • Flynn Zito Capital Management left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.07% of Flynn Zito Capital Management's portfolio in Q2 2026, its #133 holding.
  • Flynn Zito Capital Management first reported a position in Wintrust Financial in Q1 2024 and has held it in 9 quarters since.
  • Flynn Zito Capital Management's Wintrust Financial position peaked at $323K in Q1 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.