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BFC Planning, Inc.’s Wintrust Financial WTFC Stock Holding History

BFC Planning, 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 		$24.5K Sell
152
-8
-5% -$1.2K ﹤0.01% 1913
2026
Q1 		$22.2K Sell
160
-5
-3% -$725 ﹤0.01% 1663
2025
Q4 		$23.1K Sell
165
-1
-0.6% -$133 ﹤0.01% 1689
2025
Q3 		$22K Sell
166
-6
-3% -$792 ﹤0.01% 1529
2025
Q2 		$21.3K Buy
172
+16
+10% +$1.84K ﹤0.01% 1465
2025
Q1 		$17.5K Buy
156
+88
+129% +$10.9K ﹤0.01% 1513
2024
Q4 		$8.48K Buy
+68
New +$8.4K ﹤0.01% 1828

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 $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

BFC Planning, Inc.'s WTFC Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Wintrust Financial (WTFC) stake by 5% in Q2 2026, selling an estimated $1.2K and leaving 152 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

BFC Planning, Inc. first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • BFC Planning, Inc. held 152 shares of Wintrust Financial worth $24.5K as of Q2 2026.
  • BFC Planning, Inc. sold 8 Wintrust Financial shares in Q2 2026, an estimated $1.2K.
  • Wintrust Financial made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1913 holding.
  • BFC Planning, Inc. first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 603 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.