HSBC Holdings’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
Q2 | $9.64M | Buy |
+59,830
| New | +$9M | ﹤0.01% | 980 |
|
|
2026
Q1 | – | Sell |
-11,198
| Closed | -$1.57M | – | 3265 |
|
|
2025
Q4 | $1.57M | Buy |
+11,198
| New | +$1.49M | ﹤0.01% | 1687 |
|
|
2025
Q1 | – | Sell |
-32,062
| Closed | -$4M | – | 3301 |
|
|
2024
Q4 | $4M | Buy |
+32,062
| New | +$3.96M | ﹤0.01% | 1214 |
|
|
2024
Q3 | – | Sell |
-20,181
| Closed | -$1.98M | – | 3182 |
|
|
2024
Q2 | $1.98M | Buy |
20,181
+18,183
| +910% | +$1.78M | ﹤0.01% | 1409 |
|
|
2024
Q1 | $209K | Buy |
+1,998
| New | +$193K | ﹤0.01% | 2667 |
|
|
2023
Q4 | – | Sell |
-3,985
| Closed | -$301K | – | 2943 |
|
|
2023
Q3 | $301K | Sell |
3,985
-77
| -2% | -$6.06K | ﹤0.01% | 2215 |
|
|
2023
Q2 | $295K | Sell |
4,062
-14,963
| -79% | -$1.02M | ﹤0.01% | 2158 |
|
|
2023
Q1 | $1.38M | Sell |
19,025
-10,559
| -36% | -$903K | ﹤0.01% | 1645 |
|
|
2022
Q4 | $2.49M | Buy |
29,584
+10,732
| +57% | +$948K | ﹤0.01% | 1587 |
|
|
2022
Q3 | $1.56M | Sell |
18,852
-8,047
| -30% | -$683K | ﹤0.01% | 1652 |
|
|
2022
Q2 | $2.17M | Sell |
26,899
-25,066
| -48% | -$2.16M | ﹤0.01% | 1548 |
|
|
2022
Q1 | $4.89M | Buy |
51,965
+26,067
| +101% | +$2.54M | 0.01% | 1191 |
|
|
2021
Q4 | $2.36M | Sell |
25,898
-16,022
| -38% | -$1.43M | ﹤0.01% | 1622 |
|
|
2021
Q3 | $3.37M | Buy |
41,920
+28,582
| +214% | +$2.11M | ﹤0.01% | 1325 |
|
|
2021
Q2 | $1M | Sell |
13,338
-6,272
| -32% | -$490K | ﹤0.01% | 1769 |
|
|
2021
Q1 | $1.5M | Sell |
19,610
-953
| -5% | -$68.1K | ﹤0.01% | 1409 |
|
|
2020
Q4 | $1.26M | Buy |
20,563
+1,573
| +8% | +$84.6K | ﹤0.01% | 1556 |
|
|
2020
Q3 | $773K | Sell |
18,990
-11,037
| -37% | -$472K | ﹤0.01% | 1685 |
|
|
2020
Q2 | $1.31M | Sell |
30,027
-29,576
| -50% | -$1.18M | ﹤0.01% | 1329 |
|
|
2020
Q1 | $1.96M | Buy |
59,603
+29,089
| +95% | +$1.61M | ﹤0.01% | 1190 |
|
|
2019
Q4 | $2.16M | Sell |
30,514
-7,267
| -19% | -$484K | ﹤0.01% | 1469 |
|
|
2019
Q3 | $2.44M | Buy |
37,781
+22,127
| +141% | +$1.47M | ﹤0.01% | 1503 |
|
|
2019
Q2 | $1.15M | Sell |
15,654
-156,397
| -91% | -$11.4M | ﹤0.01% | 1726 |
|
|
2019
Q1 | $11.6M | Buy |
172,051
+100,951
| +142% | +$7.21M | 0.02% | 733 |
|
|
2018
Q4 | $4.73M | Sell |
71,100
-25,091
| -26% | -$1.91M | 0.01% | 1128 |
|
|
2018
Q3 | $8.17M | Buy |
96,191
+38,993
| +68% | +$3.47M | 0.01% | 943 |
|
|
2018
Q2 | $4.98M | Sell |
57,198
-5,293
| -8% | -$486K | 0.01% | 1133 |
|
|
2018
Q1 | $5.38M | Buy |
62,491
+58,942
| +1,661% | +$5.08M | 0.01% | 1085 |
|
|
2017
Q4 | $292K | Sell |
3,549
-14,141
| -80% | -$1.14M | ﹤0.01% | 1732 |
|
|
2017
Q3 | $1.39M | Buy |
17,690
+5,156
| +41% | +$383K | ﹤0.01% | 1400 |
|
|
2017
Q2 | $959K | Buy |
+12,534
| New | +$897K | ﹤0.01% | 1480 |
|
|
2017
Q1 | – | Sell |
-11,043
| Closed | -$802K | – | 2617 |
|
|
2016
Q4 | $802K | Buy |
+11,043
| New | +$686K | ﹤0.01% | 1515 |
|
Other funds holding WTFC
HSBC Holdings's WTFC Position: Q2 2026 in Review
HSBC Holdings opened a new position in Wintrust Financial (WTFC) in Q2 2026: 59,830 shares worth $9.64M. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: HSBC Holdings previously reported a position in WTFC as recently as Q4 2025.
HSBC Holdings first reported a position in WTFC in Q4 2016 and has held it in 32 quarters since. The position peaked at $11.6M in Q1 2019. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.
- HSBC Holdings held 59,830 shares of Wintrust Financial worth $9.64M as of Q2 2026.
- Wintrust Financial was a new HSBC Holdings position in Q2 2026.
- Wintrust Financial made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #980 holding.
- HSBC Holdings first reported a position in Wintrust Financial in Q4 2016 and has held it in 32 quarters since.
- HSBC Holdings's Wintrust Financial position peaked at $11.6M in Q1 2019.
- 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.
Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.