GoalVest Advisory’s Wintrust Financial WTFC Stock Holding History

GoalVest Advisory’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 Q3	$12.1K	Buy	+85	New	+$13.2K	﹤0.01%	413

Other funds holding WTFC

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's WTFC Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Wintrust Financial (WTFC) in Q3 2026: 85 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings.

16 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

GoalVest Advisory held 85 shares of Wintrust Financial worth $12.1K as of Q3 2026.
Wintrust Financial was a new GoalVest Advisory position in Q3 2026.
Wintrust Financial made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #413 holding.
16 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.