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NBC Securities’s Wintrust Financial WTFC Stock Holding History

NBC Securities’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 		$296K Buy
1,844
+22
+1% +$3.31K 0.02% 711
2026
Q1 		$253K Buy
1,822
+1,635
+874% +$237K 0.02% 764
2025
Q4 		$26.1K Hold
187
– – ﹤0.01% 1645
2025
Q3 		$24.8K Sell
187
-22
-11% -$2.9K ﹤0.01% 1643
2025
Q2 		$25K Hold
209
– – ﹤0.01% 1622
2025
Q1 		$23K Buy
+209
New +$25.8K ﹤0.01% 1445
2024
Q4 		– Sell
-209
Closed -$22K – 2097
2024
Q3 		$22K Hold
209
– – ﹤0.01% 1476
2024
Q2 		$20K Hold
209
– – ﹤0.01% 1463
2024
Q1 		$21K Sell
209
-41
-16% -$3.96K ﹤0.01% 1467
2023
Q4 		$23K Hold
250
– – ﹤0.01% 1427
2023
Q3 		$18K Buy
+250
New +$19.7K ﹤0.01% 1505

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

NBC Securities's WTFC Position: Q2 2026 in Review

NBC Securities increased its Wintrust Financial (WTFC) stake by 1.2% in Q2 2026, buying an estimated $3.31K and bringing the position to 1,844 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #711.

NBC Securities first reported a position in WTFC in Q3 2023 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • NBC Securities held 1,844 shares of Wintrust Financial worth $296K as of Q2 2026.
  • NBC Securities bought 22 Wintrust Financial shares in Q2 2026, an estimated $3.31K.
  • Wintrust Financial made up 0.02% of NBC Securities's portfolio in Q2 2026, its #711 holding.
  • NBC Securities first reported a position in Wintrust Financial in Q3 2023 and has held it in 11 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.