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Harbour Investments’s Wintrust Financial WTFC Stock Holding History

Harbour Investments’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 		$428K Buy
2,665
+7
+0.3% +$1.05K 0.01% 1189
2026
Q1 		$369K Buy
2,658
+2,418
+1,008% +$350K 0.01% 1195
2025
Q4 		$33.6K Buy
240
+101
+73% +$13.4K ﹤0.01% 2153
2025
Q3 		$18.4K Sell
139
-207
-60% -$27.3K ﹤0.01% 2392
2025
Q2 		$42.9K Buy
346
+1
+0.3% +$115 ﹤0.01% 1900
2025
Q1 		$38.8K Sell
345
-1
-0.3% -$124 ﹤0.01% 1897
2024
Q4 		$43.2K Buy
346
+35
+11% +$4.32K ﹤0.01% 1778
2024
Q3 		$33.7K Buy
311
+1
+0.3% +$104 ﹤0.01% 1848
2024
Q2 		$30.5K Hold
310
– – ﹤0.01% 1771
2024
Q1 		$32.4K Buy
310
+78
+34% +$7.53K ﹤0.01% 1731
2023
Q4 		$21.5K Buy
232
+31
+15% +$2.56K ﹤0.01% 1846
2023
Q3 		$15.2K Sell
201
-10
-5% -$787 ﹤0.01% 1874
2023
Q2 		$15.3K Buy
211
+200
+1,818% +$13.6K ﹤0.01% 1868
2023
Q1 		$803 Hold
11
– – ﹤0.01% 2726
2022
Q4 		$930 Sell
11
-1,999
-99% -$177K ﹤0.01% 2698
2022
Q3 		$161K Hold
2,010
– – 0.01% 781
2022
Q2 		$161K Buy
+2,010
New +$173K 0.01% 781
2021
Q4 		$1K Sell
10
-1,144
-99% -$102K ﹤0.01% 2573
2021
Q3 		$93K Buy
1,154
+1
+0.1% +$74 ﹤0.01% 1420
2021
Q2 		$87K Buy
1,153
+1,000
+654% +$78.1K ﹤0.01% 1477
2021
Q1 		$12K Buy
+153
New +$10.9K ﹤0.01% 2519

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

Harbour Investments's WTFC Position: Q2 2026 in Review

Harbour Investments increased its Wintrust Financial (WTFC) stake by 0.26% in Q2 2026, buying an estimated $1.05K and bringing the position to 2,665 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #1189.

Harbour Investments first reported a position in WTFC in Q1 2021 and has held it in 21 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Harbour Investments held 2,665 shares of Wintrust Financial worth $428K as of Q2 2026.
  • Harbour Investments bought 7 Wintrust Financial shares in Q2 2026, an estimated $1.05K.
  • Wintrust Financial made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1189 holding.
  • Harbour Investments first reported a position in Wintrust Financial in Q1 2021 and has held it in 21 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.