Janney Montgomery Scott
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Janney Montgomery Scott’s Wintrust Financial WTFC Stock Holding History

Janney Montgomery Scott’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
Q1 		$1.49M Sell
10,747
-89
-0.8% -$12.9K ﹤0.01% 1429
2025
Q4 		$1.51M Sell
10,836
-1,925
-15% -$256K ﹤0.01% 1487
2025
Q3 		$1.69M Sell
12,761
-1,583
-11% -$209K ﹤0.01% 1398
2025
Q2 		$1.78M Buy
14,344
+1,459
+11% +$167K ﹤0.01% 1269
2025
Q1 		$1.45M Buy
12,885
+957
+8% +$118K ﹤0.01% 1313
2024
Q4 		$1.49M Buy
11,928
+1,389
+13% +$172K ﹤0.01% 1316
2024
Q3 		$1.14M Buy
10,539
+790
+8% +$82.4K ﹤0.01% 1426
2024
Q2 		$961K Buy
9,749
+1,829
+23% +$179K ﹤0.01% 1472
2024
Q1 		$827K Buy
7,920
+1,816
+30% +$175K ﹤0.01% 1636
2023
Q4 		$566K Buy
6,104
+614
+11% +$50.8K ﹤0.01% 1802
2023
Q3 		$414K Buy
5,490
+710
+15% +$55.9K ﹤0.01% 1924
2023
Q2 		$347K Buy
4,780
+887
+23% +$60.5K ﹤0.01% 2145
2023
Q1 		$284K Sell
3,893
-596
-13% -$51K ﹤0.01% 2085
2022
Q4 		$379K Buy
4,489
+253
+6% +$22.3K ﹤0.01% 1949
2022
Q3 		$345K Buy
4,236
+797
+23% +$67.7K ﹤0.01% 1911
2022
Q2 		$276K Sell
3,439
-143
-4% -$12.3K ﹤0.01% 1967
2022
Q1 		$333K Buy
3,582
+43
+1% +$4.19K ﹤0.01% 1835
2021
Q4 		$321K Buy
3,539
+753
+27% +$67.2K ﹤0.01% 1960
2021
Q3 		$224K Sell
2,786
-425
-13% -$31.4K ﹤0.01% 2108
2021
Q2 		$243K Buy
3,211
+166
+5% +$13K ﹤0.01% 2031
2021
Q1 		$231K Buy
+3,045
New +$218K ﹤0.01% 1997

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's WTFC Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Wintrust Financial (WTFC) stake by 0.82% in Q1 2026, selling an estimated $12.9K and leaving 10,747 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Janney Montgomery Scott first reported a position in WTFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.78M in Q2 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Janney Montgomery Scott held 10,747 shares of Wintrust Financial worth $1.49M as of Q1 2026.
  • Janney Montgomery Scott sold 89 Wintrust Financial shares in Q1 2026, an estimated $12.9K.
  • Wintrust Financial made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1429 holding.
  • Janney Montgomery Scott first reported a position in Wintrust Financial in Q1 2021 and has held it in 21 quarters since.
  • Janney Montgomery Scott's Wintrust Financial position peaked at $1.78M in Q2 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.