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Montag & Associates’s Wintrust Financial WTFC Stock Holding History

Montag & Associates’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
Q1 		$1.67K Buy
+12
New +$1.74K ﹤0.01% 858
2025
Q4 		– Sell
-7
Closed -$928 – 1172
2025
Q3 		$928 Buy
+7
New +$924 ﹤0.01% 1027

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montag & Associates's WTFC Position: Q1 2026 in Review

Montag & Associates opened a new position in Wintrust Financial (WTFC) in Q1 2026: 12 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Montag & Associates previously reported a position in WTFC as recently as Q3 2025.

Montag & Associates first reported a position in WTFC in Q3 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Montag & Associates held 12 shares of Wintrust Financial worth $1.67K as of Q1 2026.
  • Wintrust Financial was a new Montag & Associates position in Q1 2026.
  • Wintrust Financial made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #858 holding.
  • Montag & Associates first reported a position in Wintrust Financial in Q3 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.