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MeadowBrook Investment Advisors’s Wintrust Financial WTFC Stock Holding History

MeadowBrook Investment Advisors’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 		$409K Hold
2,545
– – 0.32% 70
2026
Q1 		$354K Buy
2,545
+75
+3% +$10.9K 0.31% 73
2025
Q4 		$345K Hold
2,470
– – 0.29% 75
2025
Q3 		$327K Sell
2,470
-442
-15% -$58.4K 0.28% 80
2025
Q2 		$361K Buy
2,912
+67
+2% +$7.68K 0.32% 74
2025
Q1 		$320K Sell
2,845
-15
-0.5% -$1.85K 0.3% 76
2024
Q4 		$357K Buy
2,860
+60
+2% +$7.41K 0.32% 71
2024
Q3 		$71.1K Sell
2,800
-80
-3% -$8.34K 0.06% 157
2024
Q2 		$284K Hold
2,880
– – 0.27% 84
2024
Q1 		$301K Sell
2,880
-240
-8% -$23.2K 0.28% 83
2023
Q4 		$289K Buy
+3,120
New +$258K 0.28% 84

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MeadowBrook Investment Advisors's WTFC Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its Wintrust Financial (WTFC) position steady in Q2 2026 at 2,545 shares worth $409K. The position accounts for 0.32% of the portfolio, ranked #70.

MeadowBrook Investment Advisors first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. 175 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • MeadowBrook Investment Advisors held 2,545 shares of Wintrust Financial worth $409K as of Q2 2026.
  • MeadowBrook Investment Advisors left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.32% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • MeadowBrook Investment Advisors first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • 175 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.