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HM Payson & Co’s Wintrust Financial WTFC Stock Holding History

HM Payson & Co’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 		$161K Sell
1,000
-250
-20% -$37.6K ﹤0.01% 485
2026
Q1 		$174K Sell
1,250
-200
-14% -$29K ﹤0.01% 458
2025
Q4 		$203K Buy
1,450
+900
+164% +$120K ﹤0.01% 420
2025
Q3 		$72.8K Buy
+550
New +$72.6K ﹤0.01% 615

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

HM Payson & Co's WTFC Position: Q2 2026 in Review

HM Payson & Co reduced its Wintrust Financial (WTFC) stake by 20% in Q2 2026, selling an estimated $37.6K and leaving 1,000 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

HM Payson & Co first reported a position in WTFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $203K in Q4 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • HM Payson & Co held 1,000 shares of Wintrust Financial worth $161K as of Q2 2026.
  • HM Payson & Co sold 250 Wintrust Financial shares in Q2 2026, an estimated $37.6K.
  • Wintrust Financial made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #485 holding.
  • HM Payson & Co first reported a position in Wintrust Financial in Q3 2025 and has held it in 4 quarters since.
  • HM Payson & Co's Wintrust Financial position peaked at $203K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.