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LRI Investments’s Wintrust Financial WTFC Stock Holding History

LRI Investments’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 		$7.07K Sell
44
-8
-15% -$1.2K ﹤0.01% 1062
2026
Q1 		$7.22K Sell
52
-711
-93% -$103K ﹤0.01% 979
2025
Q4 		$107K Sell
763
-266
-26% -$35.4K 0.01% 398
2025
Q3 		$136K Sell
1,029
-355
-26% -$46.9K 0.01% 361
2025
Q2 		$172K Buy
1,384
+122
+10% +$14K 0.01% 322
2025
Q1 		$142K Sell
1,262
-315
-20% -$38.9K 0.01% 330
2024
Q4 		$197K Sell
1,577
-271
-15% -$33.5K 0.02% 273
2024
Q3 		$242K Sell
1,848
-85
-4% -$8.86K 0.02% 236
2024
Q2 		$191K Buy
+1,933
New +$189K 0.02% 262

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's WTFC Position: Q2 2026 in Review

LRI Investments reduced its Wintrust Financial (WTFC) stake by 15% in Q2 2026, selling an estimated $1.2K and leaving 44 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

LRI Investments first reported a position in WTFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $242K in Q3 2024. 188 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • LRI Investments held 44 shares of Wintrust Financial worth $7.07K as of Q2 2026.
  • LRI Investments sold 8 Wintrust Financial shares in Q2 2026, an estimated $1.2K.
  • Wintrust Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1062 holding.
  • LRI Investments first reported a position in Wintrust Financial in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Wintrust Financial position peaked at $242K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.