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Gallagher Fiduciary Advisors’s Wintrust Financial WTFC Stock Holding History

Gallagher Fiduciary 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 		$437K Sell
2,719
-55
-2% -$8.28K 0.01% 220
2026
Q1 		$385K Buy
2,774
+61
+2% +$8.84K 0.02% 214
2025
Q4 		$379K Buy
2,713
+183
+7% +$24.3K 0.01% 236
2025
Q3 		$335K Buy
2,530
+68
+3% +$8.98K 0.01% 237
2025
Q2 		$305K Buy
2,462
+204
+9% +$23.4K 0.01% 252
2025
Q1 		$254K Buy
2,258
+135
+6% +$16.7K 0.01% 258
2024
Q4 		$265K Buy
+2,123
New +$262K 0.05% 234

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

Gallagher Fiduciary Advisors's WTFC Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Wintrust Financial (WTFC) stake by 2% in Q2 2026, selling an estimated $8.28K and leaving 2,719 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #220.

Gallagher Fiduciary Advisors first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Gallagher Fiduciary Advisors held 2,719 shares of Wintrust Financial worth $437K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 55 Wintrust Financial shares in Q2 2026, an estimated $8.28K.
  • Wintrust Financial made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #220 holding.
  • Gallagher Fiduciary Advisors first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.