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Merit Financial Group’s Wintrust Financial WTFC Stock Holding History

Merit 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 		$699K Sell
4,346
-117
-3% -$17.6K ﹤0.01% 1294
2026
Q1 		$620K Buy
4,463
+551
+14% +$79.9K ﹤0.01% 1242
2025
Q4 		$547K Sell
3,912
-16
-0.4% -$2.13K ﹤0.01% 1266
2025
Q3 		$520K Sell
3,928
-367
-9% -$48.5K ﹤0.01% 1170
2025
Q2 		$532K Buy
4,295
+2,000
+87% +$229K 0.01% 1071
2025
Q1 		$258K Buy
2,295
+187
+9% +$23.1K ﹤0.01% 1182
2024
Q4 		$263K Buy
+2,108
New +$260K ﹤0.01% 979

Other funds holding WTFC

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
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
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Merit Financial Group reduced its Wintrust Financial (WTFC) stake by 2.6% in Q2 2026, selling an estimated $17.6K and leaving 4,346 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Merit Financial Group first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Merit Financial Group held 4,346 shares of Wintrust Financial worth $699K as of Q2 2026.
  • Merit Financial Group sold 117 Wintrust Financial shares in Q2 2026, an estimated $17.6K.
  • Wintrust Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1294 holding.
  • Merit Financial Group first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 91 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.