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Kestra Advisory Services’s Wintrust Financial WTFC Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,300
Closed -$182K – 4411
2025
Q4 		$182K Buy
+1,300
New +$173K ﹤0.01% 2971

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

Kestra Advisory Services's WTFC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 1,300 shares — an estimated $182K sold.

Kestra Advisory Services first reported a position in WTFC in Q4 2025 and held it in 1 quarter. The position peaked at $182K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,300 Wintrust Financial shares in Q1 2026, an estimated $182K.
  • Kestra Advisory Services first reported a position in Wintrust Financial in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Wintrust Financial position peaked at $182K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.