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Mirabella Financial Services’s Wintrust Financial WTFC Stock Holding History

Mirabella Financial Services’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 		$448K Buy
2,790
+1,297
+87% +$195K 0.04% 293
2026
Q1 		$207K Buy
+1,493
New +$216K 0.02% 771

Other funds holding WTFC

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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

Mirabella Financial Services's WTFC Position: Q2 2026 in Review

Mirabella Financial Services increased its Wintrust Financial (WTFC) stake by 87% in Q2 2026, buying an estimated $195K and bringing the position to 2,790 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #293.

Mirabella Financial Services first reported a position in WTFC in Q1 2026 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Mirabella Financial Services held 2,790 shares of Wintrust Financial worth $448K as of Q2 2026.
  • Mirabella Financial Services bought 1,297 Wintrust Financial shares in Q2 2026, an estimated $195K.
  • Wintrust Financial made up 0.04% of Mirabella Financial Services's portfolio in Q2 2026, its #293 holding.
  • Mirabella Financial Services first reported a position in Wintrust Financial in Q1 2026 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.