Key Financial Inc’s Wintrust Financial WTFC Stock Holding History

Key Financial Inc’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	$22.3K	Hold	139	–	–	﹤0.01%	709
2026 Q1	$19.3K	Hold	139	–	–	﹤0.01%	735
2025 Q4	$19.4K	Hold	139	–	–	﹤0.01%	727
2025 Q3	$18.3K	Hold	139	–	–	﹤0.01%	726
2025 Q2	$17.2K	Hold	139	–	–	﹤0.01%	723
2025 Q1	$15.6K	Hold	139	–	–	﹤0.01%	722
2024 Q4	$17.3K	Hold	139	–	–	﹤0.01%	693
2024 Q3	$15.1K	Hold	139	–	–	﹤0.01%	700
2024 Q2	$13.7K	Hold	139	–	–	﹤0.01%	708
2024 Q1	$14.5K	Hold	139	–	–	﹤0.01%	670
2023 Q4	$12.9K	Hold	139	–	–	﹤0.01%	676
2023 Q3	$10.5K	Hold	139	–	–	﹤0.01%	699
2023 Q2	$10.1K	Hold	139	–	–	﹤0.01%	721
2023 Q1	$10.1K	Hold	139	–	–	﹤0.01%	674
2022 Q4	$11.3K	Hold	139	–	–	0.01%	597
2022 Q3	$11K	Hold	139	–	–	0.01%	621
2022 Q2	$11K	Hold	139	–	–	0.01%	617
2022 Q1	$13K	Buy	+139	New	+$13.5K	0.01%	576

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

Key Financial Inc's WTFC Position: Q2 2026 in Review

Key Financial Inc held its Wintrust Financial (WTFC) position steady in Q2 2026 at 139 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Key Financial Inc first reported a position in WTFC in Q1 2022 and has held it in 18 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Key Financial Inc held 139 shares of Wintrust Financial worth $22.3K as of Q2 2026.
Key Financial Inc left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #709 holding.
Key Financial Inc first reported a position in Wintrust Financial in Q1 2022 and has held it in 18 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.