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Hughes Financial Services’s Wintrust Financial WTFC Stock Holding History

Hughes Financial Services’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 		$2.73K Buy
17
+5
+42% +$752 ﹤0.01% 689
2026
Q1 		$1.67K Buy
12
+1
+9% +$145 ﹤0.01% 651
2025
Q4 		$1.54K Sell
11
-4
-27% -$532 ﹤0.01% 611
2025
Q3 		$1.97K Hold
15
– – ﹤0.01% 569
2025
Q2 		$1.88K Buy
15
+1
+7% +$115 ﹤0.01% 563
2025
Q1 		$1.57K Buy
+14
New +$1.73K ﹤0.01% 622

Other funds holding WTFC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Hughes Financial Services's WTFC Position: Q2 2026 in Review

Hughes Financial Services increased its Wintrust Financial (WTFC) stake by 42% in Q2 2026, buying an estimated $752 and bringing the position to 17 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Hughes Financial Services first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Hughes Financial Services held 17 shares of Wintrust Financial worth $2.73K as of Q2 2026.
  • Hughes Financial Services bought 5 Wintrust Financial shares in Q2 2026, an estimated $752.
  • Wintrust Financial made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #689 holding.
  • Hughes Financial Services first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.