JDM Financial Group’s Wintrust Financial WTFC Stock Holding History

JDM Financial Group’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	$7.55K	Hold	47	–	–	﹤0.01%	226
2026 Q1	$6.53K	Buy	+47	New	+$6.81K	﹤0.01%	219

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JDM Financial Group's WTFC Position: Q2 2026 in Review

JDM Financial Group held its Wintrust Financial (WTFC) position steady in Q2 2026 at 47 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

JDM Financial Group first reported a position in WTFC in Q1 2026 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

JDM Financial Group held 47 shares of Wintrust Financial worth $7.55K as of Q2 2026.
JDM Financial Group left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #226 holding.
JDM Financial Group first reported a position in Wintrust Financial in Q1 2026 and has held it in 2 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.