Keating Financial Advisory Services’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$43.2K Buy
269
+12
+5% +$1.81K 0.01% 721
2026
Q1
$35.7K Buy
257
+7
+3% +$1.01K 0.01% 718
2025
Q4
$35K Buy
+250
New +$33.2K ﹤0.01% 747

Other funds holding WTFC

Keating Financial Advisory Services's WTFC Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Wintrust Financial (WTFC) stake by 4.7% in Q2 2026, buying an estimated $1.81K and bringing the position to 269 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #721.

Keating Financial Advisory Services first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Keating Financial Advisory Services held 269 shares of Wintrust Financial worth $43.2K as of Q2 2026.
  • Keating Financial Advisory Services bought 12 Wintrust Financial shares in Q2 2026, an estimated $1.81K.
  • Wintrust Financial made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #721 holding.
  • Keating Financial Advisory Services first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.