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HB Wealth Management’s Wintrust Financial WTFC Stock Holding History

HB Wealth 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 		$333K Buy
2,072
+91
+5% +$13.7K ﹤0.01% 1322
2026
Q1 		$275K Buy
1,981
+213
+12% +$30.9K ﹤0.01% 1282
2025
Q4 		$247K Buy
+1,768
New +$235K ﹤0.01% 1239

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

HB Wealth Management's WTFC Position: Q2 2026 in Review

HB Wealth Management increased its Wintrust Financial (WTFC) stake by 4.6% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,072 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

HB Wealth Management first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • HB Wealth Management held 2,072 shares of Wintrust Financial worth $333K as of Q2 2026.
  • HB Wealth Management bought 91 Wintrust Financial shares in Q2 2026, an estimated $13.7K.
  • Wintrust Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1322 holding.
  • HB Wealth Management first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.