Matthew Hamilton Rosenberg’s Wintrust Financial WTFC Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$4.4K	Hold	31	–	–	﹤0.01%	716
2026 Q2	$4.98K	Hold	31	–	–	﹤0.01%	695
2026 Q1	$4.31K	Hold	31	–	–	﹤0.01%	691
2025 Q4	$4.33K	Hold	31	–	–	﹤0.01%	702
2025 Q3	$4.11K	Hold	31	–	–	﹤0.01%	709
2025 Q2	$3.84K	Hold	31	–	–	﹤0.01%	743
2025 Q1	$3.49K	Hold	31	–	–	﹤0.01%	731
2024 Q4	$3.87K	Hold	31	–	–	﹤0.01%	713
2024 Q3	$3.36K	Hold	31	–	–	﹤0.01%	721
2024 Q2	$3.08K	Hold	31	–	–	﹤0.01%	695
2024 Q1	$3.2K	Sell	31 -69	-69%	-$6.66K	﹤0.01%	729
2023 Q4	$9.28K	Hold	100	–	–	﹤0.01%	618
2023 Q3	$7.55K	Hold	100	–	–	﹤0.01%	650
2023 Q2	$7.26K	Hold	100	–	–	﹤0.01%	664
2023 Q1	$7.3K	Hold	100	–	–	﹤0.01%	703
2022 Q4	$8.45K	Hold	100	–	–	﹤0.01%	674
2022 Q3	$8K	Buy	+100	New	+$8.49K	﹤0.01%	678

Other funds holding WTFC

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Matthew Hamilton Rosenberg's WTFC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Wintrust Financial (WTFC) position steady in Q3 2026 at 31 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Matthew Hamilton Rosenberg first reported a position in WTFC in Q3 2022 and has held it in 17 quarters since. The position peaked at $9.28K in Q4 2023. 102 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

Matthew Hamilton Rosenberg held 31 shares of Wintrust Financial worth $4.4K as of Q3 2026.
Matthew Hamilton Rosenberg left its Wintrust Financial share count unchanged in Q3 2026.
Wintrust Financial made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #716 holding.
Matthew Hamilton Rosenberg first reported a position in Wintrust Financial in Q3 2022 and has held it in 17 quarters since.
Matthew Hamilton Rosenberg's Wintrust Financial position peaked at $9.28K in Q4 2023.
102 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.