IFP Advisors’s Winmark WINA Stock Holding History

IFP Advisors’s Portfolio WINA Stock Details WINA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.2K	Buy	24 +22	+1,100%	+$7.54K	﹤0.01%	3605
2026 Q2	$846	Sell	2 -5	-71%	-$1.96K	﹤0.01%	4551
2026 Q1	$2.99K	Sell	7 -12	-63%	-$5.29K	﹤0.01%	3798
2025 Q4	$7.69K	Buy	19 +8	+73%	+$3.42K	﹤0.01%	3202
2025 Q3	$5.48K	Hold	11	–	–	﹤0.01%	3205
2025 Q2	$4.15K	Buy	+11	New	+$4.25K	﹤0.01%	3510
2023 Q1	–	Sell	-1	Closed	-$14K	–	4444
2022 Q4	$14K	Hold	1	–	–	﹤0.01%	3181
2022 Q3	$14K	Hold	1	–	–	﹤0.01%	3418
2022 Q2	$14K	Hold	1	–	–	﹤0.01%	3169
2022 Q1	$14K	Buy	+1	New	+$225	﹤0.01%	3168

Other funds holding WINA

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mountain Pacific Investment Advisers Boise, Idaho $610M AUM 21.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFP Advisors's WINA Position: Q3 2026 in Review

IFP Advisors increased its Winmark (WINA) stake by 1,100% in Q3 2026, buying an estimated $7.54K and bringing the position to 24 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

IFP Advisors first reported a position in WINA in Q1 2022 and has held it in 10 quarters since. The position peaked at $14K in Q4 2022. 57 funds tracked by Wall St. Rank hold WINA as of Q3 2026.

IFP Advisors held 24 shares of Winmark worth $7.2K as of Q3 2026.
IFP Advisors bought 22 Winmark shares in Q3 2026, an estimated $7.54K.
Winmark made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3605 holding.
IFP Advisors first reported a position in Winmark in Q1 2022 and has held it in 10 quarters since.
IFP Advisors's Winmark position peaked at $14K in Q4 2022.
57 funds tracked by Wall St. Rank held Winmark as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.