Neuberger Berman Group
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Neuberger Berman Group’s Wintrust Financial WTFC Stock Holding History

Neuberger Berman 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 		$24.4M Buy
151,892
+43,421
+40% +$6.53M 0.02% 674
2026
Q1 		$15.1M Buy
108,471
+27,249
+34% +$3.95M 0.01% 724
2025
Q4 		$11.4M Buy
81,222
+34,085
+72% +$4.53M 0.01% 777
2025
Q3 		$6.24M Buy
47,137
+2,475
+6% +$327K ﹤0.01% 921
2025
Q2 		$5.54M Sell
44,662
-62,335
-58% -$7.15M ﹤0.01% 939
2025
Q1 		$12M Buy
106,997
+41,236
+63% +$5.1M 0.01% 740
2024
Q4 		$8.2M Buy
65,761
+18,769
+40% +$2.32M 0.01% 848
2024
Q3 		$5.1M Buy
46,992
+39,173
+501% +$4.09M ﹤0.01% 939
2024
Q2 		$771K Buy
7,819
+158
+2% +$15.5K ﹤0.01% 1353
2024
Q1 		$800K Sell
7,661
-428
-5% -$41.3K ﹤0.01% 1345
2023
Q4 		$750K Buy
8,089
+153
+2% +$12.6K ﹤0.01% 1364
2023
Q3 		$599K Buy
7,936
+2,337
+42% +$184K ﹤0.01% 1403
2023
Q2 		$407K Sell
5,599
-53,797
-91% -$3.67M ﹤0.01% 1497
2023
Q1 		$4.33M Buy
59,396
+19,094
+47% +$1.63M ﹤0.01% 909
2022
Q4 		$3.41M Buy
+40,302
New +$3.56M ﹤0.01% 954
2022
Q3 		– Sell
-3,698
Closed -$296K – 1909
2022
Q2 		$296K Buy
+3,698
New +$318K ﹤0.01% 1648

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

Neuberger Berman Group's WTFC Position: Q2 2026 in Review

Neuberger Berman Group increased its Wintrust Financial (WTFC) stake by 40% in Q2 2026, buying an estimated $6.53M and bringing the position to 151,892 shares worth $24.4M. The position accounts for 0.02% of the portfolio, ranked #674.

Neuberger Berman Group first reported a position in WTFC in Q2 2022 and has held it in 16 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Neuberger Berman Group held 151,892 shares of Wintrust Financial worth $24.4M as of Q2 2026.
  • Neuberger Berman Group bought 43,421 Wintrust Financial shares in Q2 2026, an estimated $6.53M.
  • Wintrust Financial made up 0.02% of Neuberger Berman Group's portfolio in Q2 2026, its #674 holding.
  • Neuberger Berman Group first reported a position in Wintrust Financial in Q2 2022 and has held it in 16 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.