Highline Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$4.68K Hold
33
– – ﹤0.01% 929
2026
Q2
$5.3K Hold
33
– – ﹤0.01% 845
2026
Q1
$4.58K Hold
33
– – ﹤0.01% 754
2025
Q4
$4.61K Hold
33
– – ﹤0.01% 580
2025
Q3
$4.37K Hold
33
– – ﹤0.01% 611
2025
Q2
$4.09K Hold
33
– – ﹤0.01% 492
2025
Q1
$3.71K Buy
+33
New +$4.08K ﹤0.01% 500

Other funds holding WTFC

Highline Wealth Partners's WTFC Position: Q3 2026 in Review

Highline Wealth Partners held its Wintrust Financial (WTFC) position steady in Q3 2026 at 33 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Highline Wealth Partners first reported a position in WTFC in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.3K in Q2 2026. 135 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Highline Wealth Partners held 33 shares of Wintrust Financial worth $4.68K as of Q3 2026.
  • Highline Wealth Partners left its Wintrust Financial share count unchanged in Q3 2026.
  • Wintrust Financial made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #929 holding.
  • Highline Wealth Partners first reported a position in Wintrust Financial in Q1 2025 and has held it in 7 quarters since.
  • Highline Wealth Partners's Wintrust Financial position peaked at $5.3K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.