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Larson Financial Group’s Wintrust Financial WTFC Stock Holding History

Larson 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 		$103K Buy
641
+359
+127% +$54K ﹤0.01% 1168
2026
Q1 		$39.2K Buy
282
+235
+500% +$34.1K ﹤0.01% 1482
2025
Q4 		$6.57K Buy
47
+18
+62% +$2.39K ﹤0.01% 2347
2025
Q3 		$3.84K Buy
29
+12
+71% +$1.58K ﹤0.01% 2452
2025
Q2 		$2.11K Buy
17
+1
+6% +$115 ﹤0.01% 2389
2025
Q1 		$1.8K Hold
16
– – ﹤0.01% 2200
2024
Q4 		$2K Hold
16
– – ﹤0.01% 1885
2024
Q3 		$1.74K Buy
+16
New +$1.67K ﹤0.01% 1884

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

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

Larson Financial Group increased its Wintrust Financial (WTFC) stake by 127% in Q2 2026, buying an estimated $54K and bringing the position to 641 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Larson Financial Group first reported a position in WTFC in Q3 2024 and has held it in 8 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Larson Financial Group held 641 shares of Wintrust Financial worth $103K as of Q2 2026.
  • Larson Financial Group bought 359 Wintrust Financial shares in Q2 2026, an estimated $54K.
  • Wintrust Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1168 holding.
  • Larson Financial Group first reported a position in Wintrust Financial in Q3 2024 and has held it in 8 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

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