Jones Financial Companies
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Jones Financial Companies’s Wintrust Financial WTFC Stock Holding History

Jones Financial Companies’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 		$31.7M Buy
196,615
+22,552
+13% +$3.39M 0.01% 530
2026
Q1 		$23M Buy
174,063
+173,322
+23,390% +$25.1M 0.01% 548
2025
Q4 		$104K Sell
741
-283
-28% -$37.6K ﹤0.01% 2207
2025
Q3 		$137K Buy
1,024
+71
+7% +$9.38K ﹤0.01% 1938
2025
Q2 		$118K Buy
953
+264
+38% +$30.3K ﹤0.01% 1867
2025
Q1 		$77.3K Buy
689
+5
+0.7% +$618 ﹤0.01% 1884
2024
Q4 		$85.3K Buy
684
+617
+921% +$76.2K ﹤0.01% 1676
2024
Q3 		$7.14K Hold
67
– – ﹤0.01% 2341
2024
Q2 		$6.6K Buy
67
+10
+18% +$980 ﹤0.01% 1881
2024
Q1 		$5.95K Buy
+57
New +$5.5K ﹤0.01% 1149

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jones Financial Companies's WTFC Position: Q2 2026 in Review

Jones Financial Companies increased its Wintrust Financial (WTFC) stake by 13% in Q2 2026, buying an estimated $3.39M and bringing the position to 196,615 shares worth $31.7M. The position accounts for 0.01% of the portfolio, ranked #530.

Jones Financial Companies first reported a position in WTFC in Q1 2024 and has held it in 10 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Jones Financial Companies held 196,615 shares of Wintrust Financial worth $31.7M as of Q2 2026.
  • Jones Financial Companies bought 22,552 Wintrust Financial shares in Q2 2026, an estimated $3.39M.
  • Wintrust Financial made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #530 holding.
  • Jones Financial Companies first reported a position in Wintrust Financial in Q1 2024 and has held it in 10 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.