IMA Advisory Services’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WTFC
IMA Advisory Services's WTFC Position: Q2 2026 in Review
IMA Advisory Services reduced its Wintrust Financial (WTFC) stake by 50% in Q2 2026, selling an estimated $301 and leaving 2 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #1300.
IMA Advisory Services first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $559 in Q4 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.
- IMA Advisory Services held 2 shares of Wintrust Financial worth $321 as of Q2 2026.
- IMA Advisory Services sold 2 Wintrust Financial shares in Q2 2026, an estimated $301.
- Wintrust Financial made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1300 holding.
- IMA Advisory Services first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
- IMA Advisory Services's Wintrust Financial position peaked at $559 in Q4 2025.
- 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.